QuickBooks Online CleanupShawna Davenport
My QuickBooks Online cleanup service aims to deliver tax-ready books that require minimal adjustments from your tax preparer. By ensuring your financials are meaningful and accurate, I help you present a clear and precise story of your business to owners, bankers, investors, and other stakeholders. The ultimate goal is to have your books caught up, cleaned up, and fully reconciled, providing you with reliable and insightful financial information.
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Remove outdated or unnecessary data (customers, vendors, etc.), correct inaccurate information, and ensure all data entries are current.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.
Shawna's other services
Contact for pricing
Tags
Microsoft Excel
Quickbooks
Accountant
Bookkeeper
CFO
Service provided by
Shawna Davenport Milton, USA
QuickBooks Online CleanupShawna Davenport
My QuickBooks Online cleanup service aims to deliver tax-ready books that require minimal adjustments from your tax preparer. By ensuring your financials are meaningful and accurate, I help you present a clear and precise story of your business to owners, bankers, investors, and other stakeholders. The ultimate goal is to have your books caught up, cleaned up, and fully reconciled, providing you with reliable and insightful financial information.
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.
Shawna's other services
Contact for pricing