Catch Up Bookkeeping: We bring your books up to date—no matter how far behind you are.

• Categorization of historical transactions
• Monthly reconciliation of bank and credit card accounts
• Recording income and expenses accurately
• Entry of missed bills, invoices, or payroll data
• Sales tax review and recording
• Uploading and organizing receipts (if provided)

QuickBooks Clean Up: We identify and fix errors, ensuring your books are accurate and audit-ready.

• Correction of miscategorized transactions
• Removal of duplicate entries
• Matching bank deposits to customer payments
• Clearing undeposited funds
• Fixing negative balances and reconciliation discrepancies
• Chart of accounts optimization
• Vendor and customer list cleanup

QuickBooks Review & Optimization :We ensure your QuickBooks file is functioning efficiently and set up correctly.

• Review and update account settings and preferences
• Evaluate and streamline reports
• Set up proper opening balances
• Evaluate and customize financial reports
• Recommend best practices for ongoing bookkeeping

Reporting & Advisory: Once cleanup is complete, we provide insights to keep your business on track.

• Year-to-date profit & loss and balance sheet reports
• Catch-up summary report
• Guidance for maintaining clean records moving forward
• Optional monthly bookkeeping packages going forward

Who Needs This Service?

• Small businesses behind on bookkeeping
• DIY QuickBooks users who need a professional fix
• Businesses switching accountants
• Companies preparing for tax season, funding, or audits

Why Choose Us?

• Quick turnaround times
• Experienced QuickBooks ProAdvisors
• Customized solutions for your business
• Secure, confidential, and reliable

👉 Check Out Our Service Pricing and find the perfect plan to get your QuickBooks caught up and cleaned up today!