Everything you need to get your books accurate, current and ready for your accountant.
Fix miscategorized, duplicated or missing transactions and get your Profit & Loss and Balance Sheet back to something you can trust.
Month-by-month reconciliation of bank, credit card and store accounts, including multi-year backlogs.
Books months or years behind? I bring them current, with no judgment and a written summary of what I found.
Ongoing categorization, reconciliation and month-end reports so your books stay current.
QuickBooks setup, a chart of accounts that fits your business, and sales tax configuration.
The same careful work for Xero users, including cleanup and reconciliation.
Clean and merge messy data, fix formulas, remove duplicates and convert PDF statements to Excel.
If you have transactions and a QuickBooks or Xero file that doesn't match reality, I can help.
Email me, or message me on LinkedIn, and I'll take a free look at your Profit & Loss.
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