Accounting Cleanup & Catch-Up Services

Behind on your bookkeeping? You’re not alone.

One of my specialties is cleaning up QuickBooks Online files that have fallen behind, contain unreconciled accounts, duplicate transactions, incorrect balances, or years of bookkeeping that need attention. My goal is to organize your financial records, identify and correct errors, and provide reliable financial statements you can trust.

Cleanup services may include:

  • Bank and credit card reconciliations
  • Transaction review and corrections
  • Chart of accounts cleanup
  • Fixed asset and loan account review
  • Financial statement preparation
  • Catch-up bookkeeping
  • Year-end cleanup for tax preparation

QuickBooks Online Setup

Starting with the right foundation makes bookkeeping easier from day one.

Whether you’re a brand-new business or converting from another accounting system, I’ll customize your QuickBooks Online company file to meet your business needs.

Setup services include:

  • Company setup
  • Customized Chart of Accounts
  • Customer and vendor setup
  • Bank and credit card connections
  • Product and service setup
  • Sales tax configuration
  • Employee setup
  • Opening balance review
  • QuickBooks optimization and best practices

As a QuickBooks Online ProAdvisor, I can help you get the most out of your accounting software.

Monthly Bookkeeping

Accurate bookkeeping is the foundation of every successful business.

I provide ongoing bookkeeping services tailored to your business, helping ensure your financial records stay current, organized, and ready when you need them.

Monthly bookkeeping services include:

  • Bank and credit card reconciliations
  • Transaction review and recording
  • Accounts payable and accounts receivable recording
  • Fixed asset tracking
  • Inventory tracking
  • Financial statement preparation
  • Month-end review
  • General ledger maintenance
  • Support throughout the month for bookkeeping-related questions

My goal is to provide clear, accurate financial information that helps you understand where your business stands and make informed business decisions with confidence.