I offer expert bookkeeping cleanup services designed to restore accuracy and clarity to your financial records. With meticulous attention to detail, I review and reconcile past transactions, correct errors, and ensure all entries are properly categorized. What sets me apart is my proficiency in leveraging QuickBooks Online and other tools to streamline the cleanup process, providing clients with reliable financial data to support informed decision-making and business growth.







Initial Consultation

• Discuss the client's business, including industry, size, and specific bookkeeping needs.
• Understand their priorities for cleanup and bookkeeping services.
• Estimate the time required based on the complexity of their financial records and the scope of cleanup needed.
• Gather details such as prior tax returns, recent bank statements, loan documents, and any other relevant financial documents.



Review and Analysis

• Conduct a thorough review of existing financial records in QuickBooks Online.
• Identify discrepancies, errors, and misclassifications that need to be addressed.
• Analyze the general ledger, accounts receivable, accounts payable, and other financial reports for accuracy.



Cleanup Process

• Correct errors and reconcile accounts to ensure accuracy.
• Update and categorize transactions properly.
• Address outstanding items such as unresolved transactions, unrecorded income or expenses, and incomplete records.



Documentation and Reporting

• Document the cleanup process, detailing actions taken and changes made for transparency and future reference.
• Generate revised financial statements, including balance sheet, P&L, AR and AP Aging Reports, Expense Reports, etc.



Final Review and Client Approval

• Review the cleaned-up financial records with the client to ensure they meet their expectations and needs.
• Address any questions or concerns the client may have regarding the cleanup process or financial reports.
• Obtain client approval before finalizing and closing the cleanup phase.



Completion and Recommendations

• Provide recommendations and best practices to maintain clean and accurate financial records going forward.
• Offer ongoing bookkeeping support or periodic reviews as needed to prevent future issues.
• Deliver finalized financial statements, reports, and documentation to the client.
• Ensure the client is equipped with organized and reliable financial records to support their business decisions and compliance requirements