Catch up, Clean up, Reconciliation & Bookkeeping
Starting at
$
800
About this service
Summary
Process
FAQs
What happens during the initial consultation?
We’ll discuss your business structure, financial goals, and bookkeeping needs to ensure the best setup for you.
What accounting software do you work with?
I specialize in QuickBooks Online (QBO), Xero, Sage Intacct, Netsuite, Great Plains for seamless bookkeeping.
Will you customize my chart of accounts?
Yes! I’ll optimize and organize your chart of accounts based on your industry and business needs for accurate financial reporting.
Why should I work with you instead of doing it myself?
Bookkeeping mistakes can be costly and time-consuming. I ensure accuracy, compliance, and financial clarity, so you can focus on growing your business.
What's included
Catch-Up Bookkeeping
✅ Recording and categorizing past transactions (up to X months/years) ✅ Reconciling bank and credit card accounts
Bookkeeping Clean-Up
✅ Reviewing and fixing incorrect or miscategorized transactions
Ongoing Bookkeeping
✅ Monthly transaction categorization and recording ✅ Bank & credit card reconciliations ✅ Monthly financial reports for informed decision-making
Duration
1 week
Skills and tools
Accountant
Auditor
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero