What's included

• ✅ 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