Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Catch Up/Clean Up

Rarely have I heard small business owners or entrepreneurs say,“I can’t wait to start my business so I can do my books.”It is easy to lose track of the financial state of your business. Data entry is time consuming. Accounting and Bookkeeping software can be mystifying resulting in double entries and upside – down balances. Categorizing your financial information can be confusing and when done inaccurately impacts how you calculate your bottom line.

Don’t be embarrassed if your current bookkeeping consists of a shoebox full of receipts, a folder full of invoices and a collection of numbers rattling around in your head or a handful of handwritten financial notes, an Excel spreadsheet and an incomplete QuickBooks® report. We’ve seen it all!

We enjoy helping small businesses clean up their accounting and bookkeeping systems and bringing them up-to-date. We focus on determining the most cost-effective approach to reuniting your business goals with your financial records and our Catch Up and Clean Up Services make that union complete.

You must have accurate and complete financial information to effectively run your business.

Our Catch up and Clean Up Process includes Reconciliation of your Records:

Enter Missing Data
Bank, loan, lines of credit and credit card accounts
Accounts receivable and accounts payable accounts
Asset and liability accounts
Payroll records
Sales tax accounts and reporting
Equity accounts to accurately record ownership
Reorganize Chart of Accounts to facilitate financial management through effective reporting
Create or complete asset schedules to facilitate tax and insurance fillings

We understand that you started the business to do what you love and couldn’t find the time to do the tedious work of keeping the accounting records up-to-date. How we know? Because this is one of our specialties. We meet with clients that set-up their own books and the system does not work properly, or they hired the wrong accountant and their reports do not provide them with the information they need. Here is where we come in. Our professionals can review your system and make the required adjustments to assure that you’ll get the reports you need. We’ll bring your records up-to-date so you can get the information when you need it, not just at the end of the year.