Stratford Tax Group engaged our services for a comprehensive QuickBooks clean-up to ensure their financial records were tax-ready for the 2024 filing season. The project involved identifying and correcting discrepancies, reconciling accounts, organizing transactions, and preparing accurate reports.
Catch up and clean-up of QuickBooks Online accounts
Reconciliation of bank and credit card statements
Removal of duplicate entries and misclassified transactions
Organization of income and expense categories in line with IRS standards
Generation of year-end financial reports (P&L, Balance Sheet)
Results:
100% reconciliation across all financial accounts
Accurate and categorized records prepared ahead of deadline
Increased confidence in tax filing accuracy and CPA collaboration
Improved bookkeeping structure for future reporting periods
