Is your bookkeeping a bit behind or not quite adding up? I’ll help you get back on track.

You'll receive a fully cleaned-up and organized QuickBooks Online file that’s accurate, up-to-date, and ready for financial decision-making or tax prep. Specific deliverables include:

✅ Reconciled Bank & Credit Card Accounts: All transactions matched to bank statements for the selected period

✅ Organized Chart of Accounts: Accounts renamed, merged, or restructured for clarity and compliance

✅ Accurate Categorization: All income and expenses categorized appropriately for financial reporting

✅ Error Corrections: Fixes for common QBO issues (e.g., duplicate entries, uncategorized transactions, undeposited funds)

✅ Open Invoices & Bills Review: Cleanup or proper handling of unpaid/overdue items if applicable

✅ Custom Report Package: Profit & Loss, Balance Sheet, and other key reports showing a clear financial picture

✅ Summary Report: A walkthrough of what was cleaned, corrected, or adjusted

✅ Recommendations: Tips to maintain clean books going forward

Whether you’re months behind or just need a thorough review, I’ll deliver accurate, organized books that make sense.

Let’s clear the clutter so you can focus on growing your business!

Ready to get started? Schedule a FREE Consultation today!