Is your QuickBooks file a mess, or have you fallen months or even years behind on your bookkeeping? I specialize in challenging bookkeeping cleanup and reconciliation projects, helping business owners get their financial records organized, accurate, and back on track. Whether your accounts need a minor adjustment or a complete overhaul, I can help you work through the problems and establish a more reliable bookkeeping system.
I understand that bookkeeping can quickly become overwhelming when you’re busy running your business. Unreconciled bank accounts, uncategorized transactions, missing receipts, and incomplete financial statements can make tax season stressful. You may even have a CPA requesting reports that aren’t ready yet. If any of this sounds familiar, I’m here to help you get things under control without the added frustration.
How I Can Help You
I review your existing bookkeeping records, identify discrepancies, organize transactions, and reconcile bank and credit card accounts. I can help sort through receipts, correct transaction classifications, organize vendor records, and bring overdue financial information up to date. If you need to start your books from scratch, I can help establish an accounting system that supports your day-to-day operations and future growth.
My goal is to help you understand your financial position, maintain organized records, and address bookkeeping problems before they create bigger complications. I work to prepare clean, well-organized financial statements that are easier for you and your CPA to review. I also offer tax preparation assistance, helping you address your tax filing needs alongside your bookkeeping requirements.
Experience With Complex Bookkeeping Problems
Over the course of my work, I’ve handled challenging projects that required patience, careful review, and attention to detail. These include cleaning up five years of bookkeeping across 12 accounts, reconciling an entire year of transactions for a restaurant operating at 10 locations, and identifying approximately $1 million in expenses incorrectly classified as assets for a real estate client.
I’ve also helped a startup establish vendor records and payment processes from the ground up, and identified improper sales tax charges affecting a nonprofit, helping recover more than $17,000. Every business has different accounting challenges, and I approach each project with a practical, organized plan.
Straightforward Pricing and Personalized Support
I operate a US-based bookkeeping business and offer flat-rate pricing based on your specific needs and the complexity of your records. You don’t need to know exactly what’s wrong before reaching out. I can review your situation and explain the approach I would take.
Don’t let messy books keep you from moving forward. Whether you need a complete QuickBooks cleanup, catch-up bookkeeping, account reconciliation, or tax preparation assistance, I’m ready to help.
Call me today to discuss your bookkeeping needs. You can also text me a brief description of your situation, and I’ll explain how I can help you get your books back on track.