Behind on your books? Let's get you caught up

Signs you need a cleanup

• Your bank balance in QuickBooks doesn't match the bank.
• Hundreds of transactions are sitting in "For Review" or "Uncategorized."
• Your CPA sent back a list of questions you can't answer.
• A lender needs a profit and loss statement and balance sheet, and you don't trust the ones you have.
• Personal and business spending are mixed together.

How a cleanup works

1. Review. I look at your QuickBooks file (or bank statements, if you don't have one) and tell you what's wrong, how far back it goes, and what it will cost to fix before any work begins.

2. Fix. Every transaction is reviewed, categorized and matched. Duplicates are removed, missing statements are imported, and each bank, credit card and loan account is reconciled month by month.

3. Hand off. You get a clean profit and loss statement and balance sheet for the period, plus notes for your CPA on anything that needs their attention.

After the cleanup

Some clients take the clean books and run with them. Others move to a monthly plan so they never fall behind again, and your first month is easy because the history is already right. Either way works.

Who I work with

Contractors, trades, real estate investors and other small businesses in Youngsville, Wake Forest, Franklin County and the Raleigh area, using QuickBooks Online. If you're on QuickBooks Desktop or spreadsheets, I can set up QuickBooks Online as part of the cleanup.