Bookkeeping Cleanup and Catch-Up for QuickBooks Online
Bookkeeping Cleanup and Catch-Up for QuickBooks Online
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Who This Is For
Who This Is For
Falling behind on bookkeeping is more common than most business owners realize, and it can be corrected. Our bookkeeping cleanup and catch-up services are designed for business owners who:
Are behind on their books. Your bank and credit card accounts have gone unreconciled for months, or even years, and transactions are piling up.
Have a messy QuickBooks Online file. Transactions are uncategorized or miscategorized, accounts are duplicated, or your reports no longer look right.
Are preparing for tax season. You need accurate, organized records before meeting with your CPA or tax preparer.
Recently changed bookkeepers. You want a fresh set of eyes to review and correct the previous work.
Are starting fresh. You have never kept formal books, and you need a clean, reliable foundation to build on.
Whatever your situation, we approach it without judgment and with one goal: accurate, up-to-date books that you can trust.
Our Cleanup and Catch-Up Process
1. Review
We begin by thoroughly reviewing your QuickBooks Online file, along with your bank and credit card statements, to understand where your books stand. We identify missing transactions, errors, and unreconciled accounts, and then outline exactly what needs to be fixed.
Our Cleanup and Catch-Up Process
1. Review
We begin by thoroughly reviewing your QuickBooks Online file, along with your bank and credit card statements, to understand where your books stand. We identify missing transactions, errors, and unreconciled accounts, and then outline exactly what needs to be fixed.
2. Correct
Next, we categorize uncategorized transactions, correct miscategorized entries, and remove duplicates. If needed, we also clean up your chart of accounts so that it fits your business and produces meaningful reports.
3. Reconcile
We reconcile your bank and credit card accounts month by month, ensuring that your QuickBooks balances match your statements. This step confirms that your records are complete and accurate.
4. Deliver
Once your books are current, we provide clean financial reports, such as a profit and loss statement and a balance sheet, so you can see where your business stands. From there, you can continue with ongoing monthly bookkeeping or share your organized records with your CPA or tax preparer.
Bookkeeping Cleanup & Catch-Up FAQ
Bookkeeping Cleanup & Catch-Up FAQ
How long does bookkeeping cleanup take?
It depends on how far behind your books are and how organized your records are. After reviewing your QuickBooks Online file during your free consultation, we can give you a realistic timeline.
How much does bookkeeping cleanup cost?
Cleanup and catch-up projects vary based on the number of months involved and the condition of your records, so we provide a customized quote after your free consultation.
What do you need from me to get started?
Generally, we need access to your QuickBooks Online file and your bank and credit card statements. If we need anything further, we’ll let you know after completing our initial review.
Do I need to continue with monthly bookkeeping after the cleanup?
While ongoing monthly bookkeeping isn’t required, we highly recommend it to help keep your records accurate, organized, and up to date throughout the year. Continuing with monthly service can also make tax preparation, financial reporting, and business decision-making much smoother—while helping prevent another backlog from building up. We’d be happy to discuss an ongoing plan that fits your needs and budget.
Can you work with my CPA or tax preparer?
Yes. Clean, organized books make tax preparation faster and easier, and we're glad to coordinate with your tax professional when needed.
Ready to Get Your Books Back on Track?
Whether you are a few months or a few years behind, we can help you start fresh with accurate, up-to-date records. Schedule a free 15-minute consultation today, and let's talk about the best way to get your books back in order.
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