Many of our clients come to us with years of disorganized books, and they don’t know where to start. We take those messy books and clean them up so that you can see accurate financial reports and no longer have to wonder how your business is doing. Some of the cleanup services we provide include:

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• categorizing transactions

• setting up or revising Chart of Accounts in accordance with best practices

• reconciling to bank, credit card, and loan statements

• integrating 3rd party platforms (such as Bill.com, Expensify, CashFlow360, AppFolio, etc.)

• updating Accounts Payable and Receivable to reflect current balances