Step 1:
Step 1:
Intro Call & Review
Intro Call & Review
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As a QuickBooks Online ProAdvisor, I specialize in helping small business owners get their books organized and accurate so they can focus on running and growing their business.
As a QuickBooks Online ProAdvisor, I specialize in helping small business owners get their books organized and accurate so they can focus on running and growing their business.
1. Consultation:
Schedule a complimentary call with me to discuss your bookkeeping needs, current challenges, and business goals.
2. Diagnostic Review:
For most cleanup projects, I’ll complete a detailed review of your QuickBooks Online file to identify issues and determine the scope of work needed.
3. Personalized Plan:
I’ll provide recommended next steps and a customized quote based on the scope of work needed.
Step 2:
Step 2:
Cleanup & Catch-Up
Cleanup & Catch-Up
Let's get your bookkeeping back on track and make sure your QuickBooks Online file is accurate, organized, and ready for the future.
Let's get your bookkeeping back on track and make sure your QuickBooks Online file is accurate, organized, and ready for the future.
1. Categorization & Reconciliations:
1. Categorization & Reconciliations:
I’ll carefully categorize transactions and reconcile your bank and credit card accounts so your accounts are accurate and up to date.
I’ll carefully categorize transactions and reconcile your bank and credit card accounts so your accounts are accurate and up to date.
2. Cleanup & Corrections:
2. Cleanup & Corrections:
I’ll address inaccurate balances, duplicate or missing transactions, outdated entries, and other bookkeeping issues identified during the review.
I’ll address inaccurate balances, duplicate or missing transactions, outdated entries, and other bookkeeping issues identified during the review.
3. Final Review:
3. Final Review:
Before completing the project, I’ll review the updated financial information to make sure everything is accurate, current, and in order.
Before completing the project, I’ll review the updated financial information to make sure everything is accurate, current, and in order.
Step 3:
Step 3:
Final Review & Next Steps
Final Review & Next Steps
Once your books are clean and current, the journey doesn’t have to end there. I’d be happy to continue supporting you with monthly bookkeeping or advisory services to help keep your records accurate and give you clearer insight into your finances throughout the year.
Once your books are clean and current, the journey doesn’t have to end there. I’d be happy to continue supporting you with monthly bookkeeping or advisory services to help keep your records accurate and give you clearer insight into your finances throughout the year.
Not sure which ongoing service is right for you? I can help you decide.
Not sure which ongoing service is right for you? I can help you decide.
You May Need a Cleanup If…
You May Need a Cleanup If…
-Your bank or credit card accounts haven’t been reconciled
-Your QuickBooks balances don’t match your statements
-Transactions are duplicated, missing, or miscategorized
-Your books are several months behind
-Accounts receivable or payable look wrong
-Your financial reports don’t make sense
What Are Your Pricing Options?
Cleanup pricing varies based on the condition of your books, number of accounts, transaction volume, and how far behind the bookkeeping is. Most cleanup projects require a Diagnostic Review before I can provide a final quote. I'm committed to finding a solution that fits your needs, whether you're looking for full-service bookkeeping or one of our DIY packages. I'm excited about the possibility of working together!
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