One-Time Services

Review existing books, correct miscategorizations, fix duplicate or incorrect entries, investigate unusual balances, and organize accounts.

Categorize past transactions, reconcile bank and credit-card accounts, and bring overdue books current through an agreed-upon date.

Set up the QBO company, customize the chart of accounts, connect bank and credit-card accounts, configure basic settings, and prepare the file for bookkeeping.

Compare bank statements to the books, identify discrepancies or missing transactions, correct errors, and reconcile accounts through a specified date.

Compare credit-card statements against the books, identify missing or duplicate transactions, correct coding issues, and reconcile balances.

Review the chart of accounts, merge or remove unnecessary or duplicate accounts, reorganize categories, and create a cleaner structure for financial reporting.

Review uncategorized or incorrectly categorized transactions and assign them to the appropriate accounts.

Reconcile balance-sheet accounts, review transactions and account balances, make necessary adjusting entries, and properly close out the accounting period.

Review and reconcile the year's bookkeeping, resolve outstanding issues, organize accounts, and prepare clean financial records for the client's tax professional.