QuickBooks Cleanup
After performing an in-depth Diagnostic Review, we now begin the process of cleaning up and catching up your books. This will give you the necessary tools to make sound financial decisions regarding your business.
- Resolve all issues identified in the Diagnostics Review
- Correct your Chart of Accounts specific to your industry
- Catchup work: enter transactions and reconcile bank accounts for prior periods
- Catchup work: enter transactions and reconcile credit cards
- Catchup work: enter transactions and reconcile all liability accounts
- Cleanup IOLTA account so that the bank account and client trust liability account match 100%
- Perform any and all other services necessary to get you accurate and up-to-date
- Customize invoices, estimates, sales receipts (optional)
- Setup Sync of practice management software with QuickBooks Online
- Create custom reports (optional)
