Duplicate or missing income
Unreconciled bank and credit-card accounts
Misclassified transactions
Incorrect beginning balances
Undeposited Funds issues
Bank-feed errors and duplicate entries
Inaccurate accounts receivable or accounts payable
Balance-sheet accounts that have not been properly reviewed

Owner
1. Discovery Call: We’ll start with a discovery call to understand your business and identify your needs.
2. QuickBooks Setup, Cleanup, or Catchup: If you don’t already have an account, we’ll set up your new QuickBooks account together If you have an existing QuickBooks account, I’ll catch up on any bookkeeping that has fallen behind or needs to be cleaned up.
3. Hands-On Sessions: Once your books are organized, you’ll gain valuable insights into your business performance during our hands-on Zoom sessions, complete with a session summary and recording for future reference enabling you to make informed decisions and save time during tax season.

Team Member




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