Accurate financial statements are crucial for making the best decisions for your business. Over time, errors such as miscategorizations, duplicate transactions, and the commingling of personal and business finances can distort your financial picture, leading to incorrect tax liabilities and false performance results. A bookkeeping cleanup addresses these issues by thoroughly reviewing and correcting your financial records.
During the cleanup, we conduct an initial diagnostic review to identify discrepancies, and document the areas that require a thorough cleanup. We then review your chart of accounts, financial statements, and begin the task of cleaning up your QuickBooks Online account. This process is time-consuming so we require prompt responses to our questions. We will also work with you to implement proper workflows moving forward.
What Sets Us Apart
Our tech stack includes QuickBooks Online, ClickUp, Gusto, and Keeper to facilitate our monthly tasks. Our client meetings take place using Zoom to enable screen-sharing and a more personal environment than simply a phone call.
Our team of experienced bookkeeping professionals strive to understand the nuances of your specific business and look for ways to improve efficiency and accuracy.
We strive to be a trusted advisor, providing valuable insights beyond what an entry-level bookkeeper can offer. Whether it’s our Reconcile, Cleanup, or Quarterly Review, or Bookkeeper+ service, you will find what you need to chart the path to success for your business at Cape May Counting House.
