QUICKBOOKS SETUP, CLEANUP, AND MANAGEMENT

  • Is your financial reports inaccurate and unbalanced?
  • You aren’t sure how to fix it?
  • It affected your business decisions and goal?

If your answer is yes to all, we are here to provide support and assistance to address these issues.

We will collaborate with you and consider the following:

  • We will review bank/credit card transactions
  • Perform bank/credit card reconciliations
  • Generate and prepare a balanced financial report

For this work our prices are set from the beginning, based on the time period we are cleaning up and the number of transactions. There will be no surprises on your end when it comes to billing, even if takes twice the time we originally estimated.

QUICKBOOKS ONLINE CLEANUP & PRICING

  • Our QuickBooks cleanup packages include the following:
  • Reviewing your Balance Sheet & P&L Statements to identify errors & variances
  • Verifying & reconciling balances on bank accounts, loan accounts, and credit card activity
  • Cleaning out and correcting undeposited funds account
  • Reviewing & correcting accounts payable & accounts receivable
  • Reviewing fixed asset accounts and ensuring depreciation has been posted correctly
  • Review payroll expenses, accruals, and tax payables
  • Reviewing sales tax payments & liabilities
  • Reviewing equity accounts & ensuring opening balance equity is zero
  • Reviewing chart of accounts for incorrect or duplicate accounts final virtual meeting scheduled to review accounts, finalize any open items, and review financial reports
  • Comparing your QuickBooks account to your previous year tax returns to ensure proper posting of tax items
  • A review of every transaction to ensure it was posted to the correct financial account
  • STARTING AT $450

Email : [email protected]
Phone: 431-205-6886

Virtual Office Hours:

Monday – Friday: 6pm-9pm
Weekend Meetings available by appointment