Clean-Up and Catch-Up Services

pro

Naadeidei Owusu

(0)

Starting at

$

1,200

About this service

Summary

Transform your financial chaos into clarity! Every clean-up or catch-up project comes with different challenges. So, the final results will depend on my detailed review of your books. However, once I’m finished, all transactions will be properly categorized and reconciled, with your QBO or Xero balances perfectly matching your bank balances. This ensures that your books are current, clean, and well-organized.
Ready to take the next step? Schedule your FREE discovery meeting today!

Process

Here’s what to expect:
1. Initial Consultation: We'll meet via Zoom to discuss your business needs and expectations.
2. Access to Your Books: You'll provide me access to your QBO or Xero account, where I will do a detailed review, share my findings, and provide a quote.
3. Process Begins: The clean-up or catch-up work will begin once I have the signed engagement letter and all the necessary documents.
4. Post-Service Review: After the work is complete, we will have another Zoom meeting to review your updated books, address any questions, and discuss strategies for keeping them organized moving forward.
Feel free to check out my work history on Upwork here, where you’ll find many 5-star reviews from satisfied clients, like this one:
"I truly enjoyed working with Naadeidei on getting my Quickbooks in order. She is amazing and I am so glad I hired her. Her diligence and attention to detail is what kept me paying. Great value added to my resume writing business."

FAQs

  • Why is a cleanup necessary?

    A cleanup ensures that your financial records are accurate, up-to-date, and ready for tax reporting. It prevents costly mistakes, helps with better decision-making, and ensures compliance with tax regulations.

  • What does a typical cleanup involve?

    It includes reviewing the chart of accounts, correcting duplicate or miscategorized transactions, reconciling bank and credit card accounts, fixing payroll issues, and adjusting opening balances and balances carried forward.

  • How do I know if my QBO/ Xero account needs a cleanup?

    Signs that you need a cleanup include discrepancies in your bank reconciliations, incorrect or missing transactions, duplicate entries, inconsistent balances, or inaccurate financial reports.

  • How long does a cleanup take?

    The time required for cleanup depends on the complexity of your records, ranging from a few hours to several weeks.

What's included

  • Correct Opening Balances

    Ensure that all starting balances are accurate for a smooth reconciliation.

  • Correct Chart of Accounts

    Organize your chart of accounts to match your business needs.

  • Categorize Transactions

    Ensure transactions are categorized correctly for tax and reporting purposes.

  • Reconcile Accounts

    Reconcile bank accounts, credit cards, loans, and other financial statements.

  • Run Financial Reports

    Generate updated financial statements, including Profit & Loss and Balance Sheets, to ensure accurate reporting and provide a clear overview of your business finances.

  • I'm Here for You

    I’m here to address any questions or concerns you may have along the way.

Duration

4 weeks

Skills and tools

Financial Advisor
Bookkeeper
Account Manager
Microsoft Excel
Quickbooks
Xero

Industries

Construction
Real Estate
Bookkeeping and Payroll

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