ONE-TIME BOOKKEEPING SERVICES
One-time services are often the first step before transitioning to ongoing monthly bookkeeping.
QUICKBOOKS CLEANUP
Hands-on cleanup to get your books accurate.
Includes:
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Review and correction of your QuickBooks file
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Reconciliation of bank/credit card accounts
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Cleanup of miscategorized or missing transactions
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Accurate, up-to-date financials
Who this is for:
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Your books are messy or incorrect
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Accounts don’t reconcile
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You need your books fixed, not just reviewed
CATCH-UP BOOKKEEPING
Get your books current before moving forward.
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Includes:
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Completion of past-due months
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Reconciliation of accounts
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Organized and current financial records
Who this is for:
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Your books are behind by several months
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You need to get current for taxes or reporting
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You plan to move into monthly bookkeeping
QUICKBOOKS DIAGNOSTIC REVIEW
A professional review to identify issues and next steps.
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Includes:
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Review of account setup and balances
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Identification of errors or inconsistencies
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Written summary with recommendations
Who this is for:
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You’re unsure if your books are accurate
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You want a second opinion before making changes
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You need clarity, not hands-on work (yet)