Cleanup & Catchup

Cleanup & Catchup

Starting from scratch or feeling overwhelmed? We set up a bookkeeping system that organizes your finances and gives you a clear path forward.

Service Includes:

QuickBooks Online review, setup, and configuration

• Review the existing QuickBooks Online file, correct setup issues, and configure settings needed for accurate bookkeeping.

Transaction review and categorization

• Review historical transactions, organize income and expenses, and correct miscategorized or incomplete entries.

Account reconciliation support

• Review bank and credit card accounts and help ensure records align with available financial statements.

Chart of accounts review and organization

• Adjust account categories as needed to improve consistency and ongoing bookkeeping accuracy.

Bookkeeping workflow organization'

• Establish a clearer process for managing receipts, documents, transactions, and ongoing bookkeeping tasks.

Invoice setup and organization (when applicable)

• Review and organize invoice settings and customer billing workflows.

Price: Starting at $300

Note: Starting prices reflect common bookkeeping needs. Final pricing may vary based on the amount of historical work required, the condition of existing records, and the complexity of the cleanup. A custom quote is provided before work begins.