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Available Online

QBO Clean-up

Let's get your books up to date!

  • 15 minutes
  • 425 US dollars
  • Location 1

Service Description

• Organize Data: based on the Initial Assessment, we will remove duplicate transactions and properly categorize income and expense activity. • Chart of Accounts (CoA): review CoA and streamline for better categorization and reporting, adding, merging or inactivating accounts as needed, and ensuring uniform naming conventions and account numbering structure, where applicable. • Vendor and Customer Management: merge duplicate vendors and customers were identified, and ensure independent contractors properly identified and tracked for 1099 reporting. • Reconciliation: reconcile QBO bank and credit card activity to the most recent month. • Financial Reporting: provide standard Balance Sheet and Profit & Loss report at conclusion of project.

Cancellation Policy

To cancel or reschedule, please contact us 24 hours in advance.

Contact Details


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