Monthly Cleanups
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+1 214 995 4173
We are right here in, Dallas, TX. But our services are across the USA.
Our experienced team of Accounting Services professionals can assist you to clean your books and make it a superiority to do it each month. We are precisely allocated to the correct accounts in real-time. We know the typical pain points of where you can cause mistakes in the books and fix it there. Whether, its the pressure from IRS or your desire for clean cash flow view, clean books is our first assurance
Sooner or later, you will need to clean up your books. It may either be forced due to government agencies or by your wish in order to obtain information. Keeping books clean may not be the most exciting aspect of running a business, but it can help sustain the other elements and ensure your business runs smoothly. To make a small up-front investment for this, an experienced accountant can help you with an accounting system, or you can hire us as your virtual bookkeeper.
- Put your liquid assets in your software (QBO or Xero) like bank, stocks, cash etc.
- Fetch and record your transactions in your books with precise accuracy
- Held up a meeting with you to ensure all records are properly placed by our team
- Reconcile your books with evidences such as bank statements, vendor/customer statements etc.
- Fix your old book errors
- Sales/purchase invoices
- Bank/credit card statements or CSV/Excel
- Access to your online business transaction platforms
- Prior year books if available
- Monthly/quarterly trial balance
- Nominal ledger
- Aged debtors report and creditors report
- Class / Location Tracking reports
- Balance sheet & Profit and loss statements