Setup, Cleanup, and Catch-Up Work

$0.00

Behind on your books? You’re not alone. Most new clients start with a cleanup project before moving into a monthly plan.

For businesses that need to get their books organized before moving into a monthly process. These projects are designed to create a clean, accurate foundation.

Services include:

  • QuickBooks Online setup and configuration

  • Chart of accounts creation and optimization

  • Historical cleanup and catch-up bookkeeping

  • Correction of miscategorized transactions

  • Full account reconciliation (bank and credit cards)

Additional details:

  • Projects are scoped and quoted based on complexity

  • Pricing depends on number of accounts, transaction volume, and how far behind the books are

Behind on your books? You’re not alone. Most new clients start with a cleanup project before moving into a monthly plan.

For businesses that need to get their books organized before moving into a monthly process. These projects are designed to create a clean, accurate foundation.

Services include:

  • QuickBooks Online setup and configuration

  • Chart of accounts creation and optimization

  • Historical cleanup and catch-up bookkeeping

  • Correction of miscategorized transactions

  • Full account reconciliation (bank and credit cards)

Additional details:

  • Projects are scoped and quoted based on complexity

  • Pricing depends on number of accounts, transaction volume, and how far behind the books are