Services

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You might need a clean-up if your books are disorganized or have errors.  I'll review, organize, and correct your books to make sure they are accurate and consistent.

A clean-up will leave your books error-free and easy to maintain going forward.

 You need a catch-up when your financial records have fallen behind.  If transactions haven't been logged or accounts reconciled for months or even longer, I'll get your books current so you can move forward with confidence, knowing everything is accurate and complete.

Whether you need a clean-up or a catch-up, this can help you regain control of how your business is running.

When I do your books, I will record transactions and categorize them properly, identify and resolve any discrepancies like duplicates, reconcile your bank accounts and credit cards, ensure payments are applied to the correct invoices or bills, prepare monthly reports that give you a look at trends and how your business is performing, record journal entries for payroll or complex transactions, and answer any questions about your reports or processes.

 This will give you clarity about your business so you can make informed decisions and peace of mind taking it off of your hands!

Think of this as a comprehensive analysis of your current bookkeeping, like a health checkup or a car diagnostic at the mechanic shop.  I'll review your books for accuracy --  check for errors in transactions, categorization, and more to ensure your financial data reflects the true state of your business.  I'll check for any missing information or inconsistencies throughout.  And I'll give you a detailed report of what I find.