Catch-Up & Clean-Up Bookkeeping

Get your books back in order—accurately and tax-ready.

• QuickBooks Online setup and proper chart of accounts

• Full cleanup of past months or years of financial activity

• Entry and adjustment of all debits and credits

• Bank and credit card reconciliation for missed periods

• Producing clean, tax-ready financial statements

• Catch-up packages available for multiple prior periods

Monthly Compliance Bookkeeping

Stay current and confident with your books—month after month.

• Monthly income & expense categorization

• Bank & credit card reconciliations

• Adjusting entries for loans, interest, and liabilities

• Monthly balance sheet review and verification

• Profit & Loss statement review with corrections as needed

• 25-point tax inspection to spot savings and flag issues

• Monthly closing process to keep books audit- and tax-ready

• Email & video support when you need help

• Guidance on tax-saving opportunities and clean reporting

• Closing package with finalized financial reports

Turnkey Accounting Department (or À La Carte)

Let us run your entire back office—or just the parts you need.

Additional Services:

• Full Accounts Payable management (bills, payments)

• Full Accounts Receivable management (invoicing, collections)

• Job costing for more accurate project-level insights

• Employee onboarding & offboarding + payroll and payroll support

• On-demand reporting and KPI visibility

• Tax planning support and proactive strategy

• Optional tax return preparation