QuickBooks Cleanup Services

Existing QuickBooks files will be analyzed, cleaned up and set up correctly.  Pricing quotes available on an individual basis.   Services may include the review and adjustment of the following, depending upon need:

  • Chart of Accounts
  • Balance Sheet
  • Profit & Loss Statement
  • Customer and vendor setup
  • Items
  • Inventory Items
  • Sales Tax setup
  • Bank/Credit Card statement reconciliation
  • Loan accounts
  • Payroll setup

What does it mean to “Review” your QuickBooks file?

  • We look at the Balance Sheet and Profit & Loss Statement to check for irregularities or items that look out of place or miscategorized.
  • We will reconcile up to 3 bank and/or credit card accounts. Additional accounts will incur additional fees of $10 per month per account. 
  • We will reconcile your loan (aka Notes Payable) accounts
  • We look at your Accounts Payable and Accounts Receivable reports for anything that looks irregular and will make corrections accordingly at your direction.
  • We may make payroll entries if applicable, although we do not process payroll ourselves at this time