Financial Clean-Up Package

Our one-time Financial Clean-Up Package is designed to help small business owners quickly organize and correct their financial records, ensuring accuracy and compliance. This service is ideal for businesses that may have fallen behind on bookkeeping, need preparation for tax season, or want a financial reset.

What’s Included:

• Account Reconciliation

We’ll review and reconcile bank, credit card, and loan accounts to ensure all transactions are accurately recorded.

• Transaction Categorization

Every transaction will be accurately categorized, reducing the risk of misreporting and simplifying tax time.

• Financial Statement Review

We’ll generate and review your financial statements (balance sheet, income statement, and cash flow statement) to identify discrepancies and ensure they accurately reflect your business's financial health.

• Clean-Up of Unreconciled Items

Address and resolve any outstanding or incorrect transactions that may be impacting your records.

• Sales Tax Review

We’ll check sales tax records and calculations to ensure all sales tax is properly recorded and reported.

• Compliance Check

Conduct a basic review to ensure that your records align with tax compliance requirements, reducing potential audit risks.

One-Time Fee:

Starting at $500 (price may vary based on the complexity and amount of work needed)

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