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Bookkeeping Cleanup

Is your bookkeeping ready for tax season?

Do your books need a cleanup to ensure all income and expenses are accurately reported?

Are your financial statements up to date and correct?

If you answered "no" to any of these questions, a cleanup is essential before filing your business taxes—and we’re here to help!

Here's What's Included in Your Cleanup

  • Confirm company setup in QuickBooks

  • Categorize transactions

  • Clean up accounts

  • Review all transactions

  • Inspect loan accounts

  • Evaluate fixed assets

  • Reconcile accounts

  • Generate financial statements

  • Review the cleanup process with the client

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Tax preparation services can be provided upon request following the cleanup. Please note that tax preparation is priced separately and varies depending on the complexity of each business’s needs.

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