Clean up & Catch up

We know how the bookkeeping tasks can get pushed to the side when you are busy in the day to day running of your business. Let us help!

With our experience at reviewing and maintaining financial records, we can determine what needs to be done. From getting all your invoices/receipts in order (out of the shoeboxes and into a system that works for you) to organizing tax data, our experts can guide you.

Having your data organized provides peace of mind that you are ready for anything including an unexpected audit. No more scrambling at the last-minute during tax season!

If we are completing a review of your current books, this will involve obtaining historical data to ensure that financial statements are accurate and ready.

Historical data is also used for projections, budgeting, and performance measures. Comparisons from month to month or year to year will help you see the growth of your business and areas that might need attention. 

Did you know that there are best practices in how you set up your Chart of Accounts?

Most businesses choose the standard options when setting up their business in QuickBooks. We can review and customize your accounts so that the financial statements tell your business' unique story. 

The general ledger is the summary of all business' accounts. It consolidates all your transactions so if you maintain and regularly reconcile your general ledger, it will show you the overall picture of your business's financial health. It will allow you to see the big picture for your business (where you may be overspending or where you may need to be investing etc.). 

Your financial statements are built based off the general ledger so if you want to have accurate reports, you must regularly maintain and reconcile your general ledger.