“The secret of getting ahead is getting started.”

Mark Twain

Bookkeeping Clean-up

Our Bookkeeping clean-up service will help restore your accounting records to an accurate and useful state after they have gone through a period of not being updated.

This service is essential to get your books to the point of being able to be maintained on a monthly or quarterly basis.

What is the process for a clean-up?

  • First we will discuss your business, accounting records, and goals to determine the date at which the accounting records were last updated and fully accurate

  • Utilizing your bank statements and other accounting records we will restore your books to an accurate and useful state, up to current date

ongoing support

What specific services does Ongoing Support include?

  • All bank transactions from the month input and categorized

  • Reconciliation of each cash account

  • Copy of updated financial statements emailed for your review on a monthly basis

  • Communication regarding overall financial standing on a monthly basis

  • Communication with your tax accountant on an as-needed basis

  • Additional services can be added based on your business’s needs, such as: Bill Payments, Invoicing, Job-based income categorization, etc.

With ongoing accounting support, you will have accurate and up-to-date financial statements and accounting records throughout the year to guide your business decision making.

We recognize that each business is unique and a monthly service may not be in the budget for everyone; to meet your company’s unique needs, you can choose a monthly or quarterly service frequency.

business solutions

Sometimes you need a second eye on things, help setting up a process, or need help fixing a non-recurring error in QuickBooks - our Business Solutions Services are here to meet your unique business needs.

Some ways we have helped businesses include:

  • Budget preparation

  • Bookkeeping review for self-managed books before sending files over to tax accountant

  • Conversion from QuickBooks Desktop to QuickBooks Online

  • Consultation calls to walk through overall Quickbooks questions

  • 1099 Prep

Fill out the contact form using the link below to discuss how our Business Solutions Services can serve your company’s unique needs.