You will get QuickBooks Online Review, Clean up & Catch up
For the BEST quality services I do the following steps:
A. Setup
Review of company settings
Any issues with opening balances
Chart of Accounts (Clean up, Sorting, Merging, Grouping)
B. Transactions review
Uncategorized transactions (Categorization)
Undeposited funds (Cleanup, Matching)
Unapplied payments (Clean up, Matching)
Data Entry (Reclassification, Cleanup, Catchup)
Cleanup accounting backlogs
Expenses (Clean up, Categorization)
Sales/Invoices (Clean up, Catch up)
Vendors (Clean up, Merging)
Customers (Clean up, Merging)
Inventory Items (Clean up, Sorting, Merging)
Aged Receivables (Clean up, Write off)
Aged Payables (Clean up, Write off)
C. Account reconciliation
Banks & Credit Card Reconciliations (Clean up, Catch up, Fixing outstanding transactions)
Banking rules (Fixing errors, New banking rules)
D. Final review
unusual OR unexpected balances in A/R, A/P, Balance Sheet, Profit & Loss
E. Wrap-up
Prepare and deliver reports
Feedback to client
Before placing AN ORDER
Let's discuss (via Zoom or Text) about your needs and project scope. This way, I can give you an accurate COST and TIME estimate.
We promise an excellent order experience or your money back.
If you're not satisfied, we're not satisfied. That's why you have the chance to review and approve a seller's delivery before your money changes hands.
