A one-time, no-judgment service that organizes your books, fixes errors, and gets your finances back on track.

• Chart of Accounts Review & Fix: Streamline categories to match your business needs and IRS requirements.

• Bank & Credit Card Reconciliation: Match transactions so your balances are accurate and up to date.

• Expense & Income Categorization: Correctly code past transactions for clean, reliable reports.

• Unapplied Payments & Deposits Cleared: Fix lingering errors that throw off your books.

• Payroll Checkup: Review payroll entries and tax settings for accuracy and compliance.

• Sales Tax Review: Ensure tax tracking is correct to avoid surprises at filing time.

• Duplicate Transaction Cleanup: Identify and remove errors that inflate your income or expenses.

• Open Invoices & Bills Review: Clean up outstanding items so your AR/AP reports are accurate.

• System Tune-Up: Optimize bank feeds, user permissions, and settings for smoother day-to-day use.

• QuickBooks Maintenance Guide & Training: Step-by-step guidance and tips to help you keep your books clean and accurate moving forward.