QuickBooks Clean Up and Catch Up
Diagnostic Review
Every project starts with a stand-alone Diagnostic Review so that we have a complete picture of your current books.
Review Bank and Credit Card Accounts
We'll kick the tires on each of your accounts to make sure they are accurate and connected to their respective bank feeds.
Review Chart of Accounts and Products/Services
We'll review your chart of accounts and products and services to ensure they reflect the real needs of your business.
Review Profit and Loss and Balance Sheets
We're always keeping an eye on the P&L and balance sheets as we work. We want to make sure those financial statements are correct and useful.
Complete and Present Our Report of Findings
We'll meet with you to review the complete report and give you recommendations for whipping your books back into shape.
Hand The Reins Back or Quote You for the Implementation
We're proud of how comprehensive our Diagnostic Review process is. After our review, you might decide to take on the clean up project yourself, hand it off to a staff member, or contract us for the implementation. There's no hard sell here!
Clean Up & Catch Up
Depending on your situation, implementing our recommendations may be difficult and time-consuming. We're available to take on that task for you.
Transaction Management
We'll make sure that every transaction is entered (once!) and categorized correctly.
Account Reconciliations
We'll reconcile your bank and credit card accounts to the statements, ensuring that your books are complete and reflect actual transactions.
Chart of Accounts Management and Simplification
Your chart of accounts will reflect the transaction categories that are actually important to you and your business.
More, More, & More
Because every clean up is different, we customize the process to make sure your books are clean, up-to-date, and tax ready.
Showing Off Our Work
We'll meet with you once more to review the completed project, so that you can see the results and their benefits.
