Visionary Management Association, LLC partnered with us to catch up and clean up two years’ worth of QuickBooks records. This intensive project ensured all transactions from 2023 through April 2025 were accurately categorized, reconciled, and tax-ready.
Scope of Work:
Historical data entry for 2023–2025 (YTD)
Reconciliation of bank, credit card, and loan accounts
Correction of misclassified transactions
Adjustment of balances to match statements
Final financial reporting (Profit & Loss, Balance Sheet)
Outcome:
Two full years of accurate and reconciled financial data
Ready-to-file reports for 2023 and 2024 tax years
Improved chart of accounts and financial organization
