Comprehensive diagnostic review and clean-up of Balance Sheet and Income Statement, Including:
Review the Balance Sheet to ensure earnings are accurate and assets are entered correctly
Ensure loans and interest are being booked appropriately
Reconcile all cash accounts and match with the bank statements
Review the chart of accounts to ensure you're using the right accounts using them properly.
Review historical documents (bank statements, credit card statements, loan documents, past tax returns, etc.)
Sync all cash accounts and credit cards to QuickBooks Online
Reconcile all months of cash accounts
Update financial statements and explain how to get the most out of them
QuickBooks Online and account set up
Online cloud-storage for storing receipts and documents
Recording and classifying bank/credit card transactions
Reconciling all bank/credit card accounts to statement's month end balance
Preparation of the Big 3* Financial Statements
(*Balance Sheet, Statement of Cash Flows, Income Statement)
Check in with explanation of financial statements and how to get the most out of them
Unlimited communication
Chocolate chip cookies are our favorite. We use cookies (not that kind) to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.