I recently worked with a small business to clean up and organize their accounting records, ensuring accurate financial data and smoother operations going forward.
Tasks Performed:
Conducted a thorough review of the company’s existing accounting records
Corrected errors in the chart of accounts and ensured proper categorization of transactions
Reconciled all bank and credit card accounts to identify and resolve discrepancies
Cleaned up accounts receivable and payable, removing outdated or incorrect entries
Organized and updated financial statements to reflect accurate profit and loss, balance sheet, and cash flow
Implemented a more efficient bookkeeping process for better financial tracking
Provided recommendations for maintaining clean and accurate financial records going forward
This cleanup helped the business regain control of their finances, ensuring their books were in order and ready for tax season and future growth.
