QuickBooks Online Catch Up/Clean Up
If you’ve ever thought any of these things about your QuickBooks Online file, I can help:
For some reason, my bank balance in QuickBooks doesn’t match the balance at the bank. I don’t know why. Or…
I’m so behind with reconciling. I got stuck one month and then never did it again. Or….
I don’t even look at my books anymore. They’re so messed up and I don’t know what to do. Or….
Things were going fine for a while and then someone else helped me and they screwed things up and I don’t know how to fix it. Or….
I need to file my taxes but my books are such a mess I don’t even know where to begin…
What's the Catch Up/Clean Up Process?
Step 1
Schedule a free 30 minute call that works with your schedule. During this meeting, I’ll ask you questions about your business and your QuickBooks Online needs and answer any questions you have about working with me.
Step 2
If we feel like we’re a great fit to work together, you can add me as an Accountant user to your QuickBooks Online file and I will do a free, multi-step review of your books to diagnose what issues are present and what needs to be done to clean and/or catch things up.
Step 3
I will send you a no-obligation quote proposing services based on our initial meeting and my review.
Step 4
If you decide to move forward with me, I’ll send you a service agreement and then I’ll get to work in your books, collaborating with you as I go.
Step 5
Once I’m done, your QuickBooks Online file will be clean, organized, and helpful. You will be able to understand what happened financially in your business, make important decisions based on accurate information, and hand off your reports to your tax preparer with a smile on your face.
Catch Up/Clean Can Be Combined With...
Ongoing Bookkeeping
Let me take care of the books while you get back to business. Packages are tailored to your needs.
DIY Bookkeeping Support & QuickBooks Online Training
Learn how to keep your own books using QuickBooks Online during our virtual sessions. All sessions are recorded and homework is suggested.
Frequently Asked Questions
Outsourcing your bookkeeping tasks allows you to focus on running your business while ensuring accurate and up-to-date financial records. It also helps in avoiding potential errors and penalties that can arise from improper bookkeeping.
While I specialize in bookkeeping using QuickBooks Online, I do not offer tax preparation services. However, I can certainly provide referrals to qualified tax professionals who can assist you with your tax needs. I believe in collaborating with experts in various fields to ensure you receive comprehensive financial support.
I cater to businesses of all sizes and across various industries. I have experience working with startups, small businesses, freelancers, and larger enterprises.
I prioritize the security and confidentiality of your financial data. I utilize secure cloud-based platforms like QuickBooks Online and implement industry-standard encryption methods to safeguard your information.
Absolutely. I understand that every business is unique, so I tailor my services to meet your specific requirements.
Yes, you’ll need a QuickBooks Online subscription to utilize my bookkeeping services effectively. If you don’t have one already, I can assist you in setting it up.
You can securely upload your financial documents to my designated portal. I also accept documents via email or other secure file-sharing methods.
My pricing is based on the scope of services required and the complexity of your business needs. I offer transparent pricing with no hidden fees, and I’ll work with you to find a plan that fits your budget.