QuickBooks Expert Bookkeeper for QuickBooks Setup, Cleanup & Bookkeeping
What is included:
- Full Chart of Accounts optimization tailored to your industry.
- Deep clean of unreconciled transactions, duplicates, and balance sheet discrepancies.
- Bank and credit card feeds setup and historic reconciliation.
- Configuration of invoice templates, payment gateways, and expense categories.
Steps for completing your project
Define Project Scope & Objectives
Establish contact to detail accounting schemas, backlog timelines, bank feeds configurations, and general expectations.
Data Ingestion & Integration
Connect QuickBooks Online or XERO bank connections securely, matching feeds with credit cards, Stripe, or eCommerce merchant payouts.
Audit Workpapers & Verification
Cross-verify entries with bank statements, classify expense categories, prepare P&L worksheets, and wrap up books for audit clearance.
Frequently asked questions
How far back can you clean up?
I can clean up records going back several years. Send over your bank statements and ledger history for an audit check.
How do you perform the reconciliation?
I cross-reference all ledger postings with bank bank statements, identifying duplicate payments, missing expense entries, and processing adjustments.
Complete starter configuration, monthly bank feeds ledger reconciliations, and initial financial reports checklist.
Mid-tier package including complete historic cleanups (up to 6 months), full tax-ready P&L/balance sheets, and monthly accounts closing.
Full-spectrum premium package for multi-channel sales integrations, inventory valuation audits, and tax preparations.