Clean up / Catch Up Services
Get your Quickbooks Online account up to date and bring yourself peace of mind.
You’ve tried to organize your books and you can’t make heads or tails if it. Or you got off to a good start but got behind and need a little help.
Do any of these sound familiar?
✔ You're constantly saying I just need a little help getting caught up...
✔ You're always pushing getting it done to later…
✔ You feel like you don’t know where to start to get back on track…
✔ You're frequently thinking you just need the information looked over to make sure its correct…
Imagine what it would feel like if you knew your books were all caught up and good to use going forward…
What if I told you that you could...
✔ Relax knowing that your bookkeeping was up to-date…
✔ Have peace of mind in knowing your information is correct…
Introducing:
Clean up / Catch up Services
Get your existing Quickbooks Online back on track.
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What People Are Saying: Coming Soon!
Here is what you’ll get:
1. Quickbooks Online Setup & Review
Make sure that your account is set up correctly and review your chart of accounts. Customize as needed: chart of accounts, products and services & bank feeds.
2. Clean Up / Catch Up
Enter or review all historical data in your QBO file. Review & categorize as needed all transactions.
3. Financial Reports
Provide the Main Three financial reports - Balance Sheet, Income Statement & Statement of Cash Flows. Detailed report explaining all the work done in phone/video review meeting.
Pricing
Every business is different, therefore your needs are different. We customize the Clean Up / Catch Up Service based on the number of months that need to be completed & number of accounts that need to be reconciled.
Now booking clients
Here is how it works:
Step 1.
Book a Discovery call where we can learn more about your business, how much help you need & give you a quote based on the needs of your business.
Step 2.
If you are good with the quote, you add us to your existing QBO account with accountant access & any needed banking information to a shared folder.
Step 3.
We get to work cleaning up your account! We go thru each account & make sure all transactions are correct & reconcile bank/credit accounts.
Step 4.
Once completed, we will send you updated financial reports, a detailed report of the work performed & schedule a review meeting.
