QuickBooks Cleanup & Catch-Up Bookkeeping
About This Service
Behind on your bookkeeping? Need help cleaning up inaccurate records or preparing for tax season? This service is designed for businesses that need their QuickBooks Online file reviewed, organized, and brought up to date.
Services may include transaction categorization, account cleanup, bank and credit card reconciliations, correction of bookkeeping errors, general ledger review, duplicate transaction resolution, accounts payable and accounts receivable review, financial record organization, and catch-up bookkeeping for prior periods.
Upon completion, clients will have cleaner, more accurate financial records and improved visibility into their business finances. Ideal for businesses preparing for tax filing, seeking financing, or transitioning to ongoing bookkeeping support.
Deliverables
• Review of existing QuickBooks Online records • Cleanup and correction of bookkeeping errors • Transaction categorization and account organization • Bank and credit card reconciliations • General ledger review and balancing • Resolution of duplicate or misclassified transactions • Organized financial records and supporting documentation • Profit & Loss Statement • Balance Sheet Report • Summary of recommendations and identified issues • Clear roadmap for maintaining accurate books moving forward
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