Cleanup & Year‑End

Behind a few months — or a year? We’ll reconcile, fix categorizations, and deliver a CPA‑ready package.

Cleanup Scope

  • Historical reconciliations (bank/credit cards)
  • Uncategorized & duplicate transactions fixed
  • Chart of accounts tidy‑up
  • Sales tax review

Year‑End Package

  • Final P&L, Balance Sheet, Trial Balance
  • General ledger & supporting schedules
  • Notes for CPA hand‑off

Quoted after quick review

Start a Cleanup