Catch Up and Clean up Bookkeeping - Regina Buckley

Catch up and clean up bookkeeping

What is bookkeeping clean up?

Are your books a mess?  The urge to pull out your hair is normal.  It’s never too late to get your books cleaned up.  Bookkeeping is critical to the success of your business.  

It is easy to conduct business and neglect your bookkeeping for a few months to a year.  Unfortunately not keeping your bookkeeping up to date may create costly issues in the near future.  Bad Bookkeeping can impede business growth, cause avoidable audits, and create a preventable cash flow shortage.

Bookkeeping clean up can prevent larger losses, and give you a much clearer picture of your business finances.  We take pride in providing reliable bookkeeping cleanup services to local businesses.  We understand.

If you’ve let your financial recordkeeping fall behind, then never fear – I am here! I can help bring your books up-to-date.

BOOKKEEPING CLEANUP MAY NOT BE RIGHT FOR YOU IF :

We are not suited to business owners who think accurate bookkeeping is not necessary.   We don’t offer quick fix services.  We take pride in our business ethic and focus on building long-lasting relationships with our clients. Our goal while working with you is to serve as a reliable resource who is interested in you and the success of your business.

If you need a cheap service to meet the bare minimum requirements for bookkeeping, we would advise you to look elsewhere. We believe a businesses success hinges on taking control of your finances and knowing your numbers.

We love talking to our clients and handling their financial affairs with the utmost prudence by becoming partners they can count on every time. If you share our values, we would love to hear from you and get started on cleaning up your books.

Our Packages Include:

Data entry into your QuickBooks platform

Moving and reclassifying transactions that are coded or recorded incorrectly in your QuickBooks file as needed.

Monthly reports including Reconciliation of Bank and Credit Card accounts, Balance Sheet, Profit & Loss (monthly, YTD w/previous year comparison, quarterly

Coordination with your CPA, Accountant, Tax Preparer, etc. as needed to ensure complete and accurate coding, treatment, and entry of your financial data and information

Update your Chart of Accounts as needed

Reconciliation of two (2) accounts of any kind: Bank account, Credit Card, or any combination thereof. Bank feeds must be activated in QuickBooks File AND Guest Access established for ALL accounts, or additional fees apply

Access to my online portal for you to facilitate exchange of important documents and items for financial record-keeping purposes.

Choose the perfect Service

Please note: Rates listed below are AVERAGES and not set in stone… Depending on your business’ unique situation, these rates are flexible and can be customized to match your particular situationSchedule FREE initial consultation!

$750

For 6 months

  • Data Entry
  • Chart of Accounts
  • Classify transactions
  • Reports

$1499

for 1 year

  • Data Entry
  • Chart of Accounts
  • Classify Transactions
  • Reports

$2499

For 2 Years

  • Data Entry
  • Chart of Accounts
  • Classify transactions
  • Reports

Click here to see the fees for Add on services….

  • Rates quoted above are for work done from my office/location. For onsite work or in-person meetings, pick-ups or drop offs not included as part of the packages above, additional fees apply as indicated above. Cancellation fees also apply.
  • Bank Feeds must be activated in QuickBooks file AND guest access provided for ALL accounts in included packages, or additional fees apply as indicated.
  • Once your files are caught up (to within 2 months of "current" monthly financial cycle), Ongoing Bookkeeping services are also available with several packages to choose from. See rates for Ongoing Bookkeeping plans on separate page.
  • Pre-payment of fees is due before work starts. For 1 year and 2 year cleanup 1/2 is due before work begins and the remainder due before competion of work.
  • Monthly Bookkeeping Services WILL REQUIRE an agreement to allow set-up of Recurring Payments to be processed by the 5th of each month.
  • Add-on fees will be billed monthly as needed or as incurred and are due and payable upon receipt.
  • Client is to ensure timely delivery (by the 10th of each month at latest) of all needed source documents and provide guest access to all platforms needed to provide the services needed as per our written agreement.
  • NO WORK WILL COMMENCE WITHOUT SIGNED AGREEMENT BY BOTH PARTIES.
  • NO REFUNDS ONCE AGREEMENT IS SIGNED BY BOTH PARTIES AND WORK STARTS.

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