QuickBooks Cleanup for Tax Readiness
Budget: $750 – $1,500 USD
I need a US CPAto straighten out our accounts before we close the tax year. The revenue statement is cluttered with income that’s sitting in the wrong categories and several duplicate entries are pushing totals off-track. On the expense side, misclassified postings, missing items, and more duplicates are creating further distortion.
Here’s what the engagement involves:
• Re-categorise every income transaction and remove or merge any duplicates.
• Audit all expense activity, add the transactions that slipped through, fix misclassifications, and clear out duplications.
• Reconcile the general ledger once the clean-up is complete so the balance sheet aligns.
• Deliver fresh, accurate Profit & Loss, Balance Sheet, and Cash-Flow reports that are ready for tax filinh
• Provide a short summary of the adjustments made and any open issues you spot.
You’ll have full access to QuickBooks Online, bank feeds, and prior accountant notes the moment we kick off. My priority is accuracy and a quick turnaround—ideally wrapped up in a single, thorough pass. Let me know your availability and a realistic estimate of the hours you’ll need. If you’ve handled similar QuickBooks overhauls for tax prep, feel free to mention them.
Here’s what the engagement involves:
• Re-categorise every income transaction and remove or merge any duplicates.
• Audit all expense activity, add the transactions that slipped through, fix misclassifications, and clear out duplications.
• Reconcile the general ledger once the clean-up is complete so the balance sheet aligns.
• Deliver fresh, accurate Profit & Loss, Balance Sheet, and Cash-Flow reports that are ready for tax filinh
• Provide a short summary of the adjustments made and any open issues you spot.
You’ll have full access to QuickBooks Online, bank feeds, and prior accountant notes the moment we kick off. My priority is accuracy and a quick turnaround—ideally wrapped up in a single, thorough pass. Let me know your availability and a realistic estimate of the hours you’ll need. If you’ve handled similar QuickBooks overhauls for tax prep, feel free to mention them.