Overview
Behind on the books or staring at a mess of uncategorized transactions? I'll get QuickBooks back to a clean starting point you can actually trust.
This is the right starting point if your books are behind, your reconciliations are off, or you're not confident the numbers in QuickBooks reflect what really happened in your business. By the end, your file is current, your accounts balance, and you have a clear P&L and Balance Sheet you can hand to a tax preparer or use to make real decisions.
What's Included
- Review of your current QuickBooks file and chart of accounts
- Bank and credit card reconciliations for the past 12 months (older or longer cleanup periods priced separately)
- Categorization of uncategorized transactions
- Cleanup of duplicate entries and misposted items
- Updated and accurate Profit & Loss and Balance Sheet
- Written summary of what was fixed and what to watch going forward
- One revision round
Pricing Note
Final price depends on how many months are behind and the volume of transactions. A free intake call comes first so I can look at the file and give you a real number, not a guess.
Ready to Start?
Tell me roughly how far behind you are and what's been bothering you about the books. I'll come back with a quote.