What's included

• Initial Assessment and Consultation

  Review the current QuickBooks Online setup, identify critical issues and areas for improvement, and develop a customized cleanup plan.

• Bank & Credit Card Reconciliations

  Reconcile all bank and credit card accounts, ensure all transactions are accurately recorded, and address any discrepancies.

• Chart of Accounts Review

  If needed, evaluate and reorganize the chart of accounts, merge duplicate accounts, and correct misclassifications.

• Transaction Categorization

  Review and categorize all transactions, correct miscategorized entries, and ensure consistency in transaction classification.

• Accounts Payable and Receivable Review

  Review and clean up accounts payable and receivable, address any outstanding invoices or payments, and ensure accurate tracking of vendor and customer balances.

• Data Cleanup

  Remove outdated or unnecessary data (customers, vendors, etc.), correct inaccurate information, and ensure all data entries are current.

• Financial Reports Cleanup

  Review and correct financial reports, ensure the balance sheet, profit and loss statement, and cash flow statement accuracy, and generate clean, up-to-date financial reports.

• System Optimization

  Optimize QuickBooks settings for improved performance, set up automated processes where applicable, and implement best practices for ongoing maintenance.

• Final Review and Training

  Conduct a final review of the cleaned-up QuickBooks Online account, provide training on maintaining a clean QuickBooks Online environment, and offer recommendations for future bookkeeping practices.

• 30-Day Ongoing Support

  Provide 30-day follow-up support to address any questions or issues.

• Three Video Meetings During Project

  Three video meetings are included throughout the project, with one reserved for the final review at the project's end.

• Unlimited E-Mail Support

  All services include unlimited e-mail support.