I will do tax ready quickbooks online bookkeeping, cleanup, catchup

Yes. Every account is reconciled to its statements, every transaction is categorized, and you receive the Profit and Loss, Balance Sheet and the reports your CPA needs to file. I prepare the books; your CPA or tax preparer files the return.

Yes. I catch up each year from your bank and card statements, one year at a time, and close it reconciled with its own Profit and Loss and Balance Sheet, so your CPA can file every year that is behind. Tell me the years behind and your filing date and I'll plan the work around it.

I prepare accurate financial statements, including Profit & Loss, Balance Sheet, and Cash Flow, based on your selected package and the bookkeeping period covered, so you can clearly understand your financial position.

I don't file tax returns or run payroll. I make the books tax ready: reconciled, categorized and reported so your CPA can file without going back through the year. Payroll figures from your payroll provider are recorded in the books.

I review transaction details, bank descriptions, and account patterns carefully. If needed, I ask clarifying questions to ensure income and expenses are categorized accurately according to your business.

To get started, I need access to your bookkeeping software, along with bank and credit card statements, sales and expense details for the required period. Requirements may vary slightly based on your business workflow and bookkeeping needs.

Your data is handled with strict confidentiality. I follow secure access practices, protect all shared information, and can sign an NDA if required.

I offer ongoing monthly bookkeeping services, including transaction categorization, bank reconciliation, and regular financial reports to keep your books accurate and up to date.

I can set up QuickBooks Online for your business, including chart of accounts, bank connections, and basic settings tailored to your business needs.