Cleanup Services for QuickBooks® Online
After your diagnostic review, we’ll clean up the mess, get your books ship-shape and give you peace of mind. This will help you get the financial information you need to better run and grow your business.
Your Options for
Cloud Accounting Cleanup
Premium
Standard
Essential
Design new chart of accounts, set up and map existing accounts
Resolve issues documented in the Findings & Recommendations report
Catch up on transactions (bank feeds and from personal funds)
Catch up on bank and credit card reconciliations
Coaching on proper workflow as described in report
Set up to receive online payments
Customize invoices, sales receipts and estimates
Set up recurring transactions (10 included)
Set up budgets to enable more meaningful and actionable reports
Create and customize reports
Premium package
PLUS Package
Essential PACKAGE
We can further customize packages to meet your specific business needs.