Clean-up & Catch-up Bookkeeping
One-time service to clean-up and catch-up flat rate
- 45 min45 minutes
- 585 US dollars$585
- Remote Meeting
Have you fallen behind on your bookkeeping? We can help you get caught up with our clean-up and catch-up services. We'll work on your books remotely to get them fully caught up and reconciled. Our one-time clean-up service gets you 12 months cleaned-up. How it works: first, we'll meet remotely to discuss what's needed. Then we get to work behind the scenes to bring your books up to date. The Clean-up period begins when all requested documents are shared then we do our best to get your books caught up within a month. We'll connect your bank and credit card accounts; categorize and review 12 months of transactions. Reconcile all bank, credit card, and other accounts with the information and statements you provide. We will enter adjusting journal entries, as necessary, including checks, deposits, and other transactions affecting your accounts. We'll make suggestions for improvement in the areas where we see errors or improper use of your accounting software. We will also identify areas that may be customized to further optimize your bookkeeping—like reports, forms, preferences, and bank rules (to name a few). Finally, once clean-up is complete, we'll review all our work with you and provide you with a summary report of work completed, balance sheet, and profit & loss statement for the year-to-date clean-up period. Our advertised flat rate may increase due to account complexity. Book now - we want to help you get all caught up so that you can do what you do best: run your business!
You may cancel a scheduled meeting any time, but please be kind and cancel or reschedule at least 24 hours in advance so that we might offer the appointment to another client. Of course, emergencies happen, and in those cases, feel free to cancel at a moment's notice. Our service fee is due upon booking, be aware that cancellations that may require a refund will be considered based on service rendered. If you cancel the service before work starts, you will receive a refund. However, if you cancel service after we have performed any work on your account, there will be no refund. We appreciate your business and look forward to a beneficial association.