Historical Financial Cleanup & Catch-Up
Clean up overdue or disorganized books
Service Description
The Historical Financial Cleanup & Catch-Up service brings accounts up to date with reconciliations and cleanup. The Historical Financial Cleanup & Catch-Up service is designed for businesses or nonprofits that have fallen behind and require their books to be professionally updated. Cleanup includes a defined scope of work to ensure accurate, audit-ready records. ➣ Cleanup and categorization of up to 12 months of transactions (maximum 2,000 transactions) ➣ Reconciliation of up to 2 bank or credit card accounts for the 12-month period ➣ Correction of misclassified or duplicate entries within the included accounts ➣ Organization of records into a year-end-ready format for tax filing or financial review ➣ Delivery of clean, current books in QuickBooks Online or Xero
Cancellation Policy
Appointments are available by reservation only. Clients can book consultations or services online or by making a request. Please arrive on time to ensure the full duration of your appointment. Cancellations or reschedules require at least 24 hours’ notice. Missed appointments or late cancellations may result in a fee. Services are confirmed once payment or subscription is received.