CPA expertise tailored to small businesses, delivering financial clarity and year-end confidence.

How it Works

Step 1 — Review & Assessment
I begin by reviewing your QuickBooks Online file to identify cleanup needs, missing reconciliations, and inconsistencies. This allows me to understand your current setup and determine the most efficient approach for your business.

Step 2 — Cleanup & Adjustments
Next, I reconcile accounts, correct errors, and organize transactions to ensure your books are accurate and up to date. This process brings your financial data into alignment and prepares it for year-end reporting.

Step 3 — Final Review & Reporting
I complete a thorough review of your accounts and provide organized, reliable financial statements — fully reconciled and ready for your records or your tax preparer.

Pricing

Pricing varies depending on how much cleanup work is needed and how far behind your books are. Below is a general guide:

12 months of cleanup, reconciliations, and final reports

Service

Description

Typical Fee Range

Review, reconcile, and organize past transactions (up to 6 months)

Full-Year Cleanup & Prep

Year-End Preparation

QuickBooks Cleanup

$750–$1,200

Year-end reconciliations, adjusting entries, and financial reporting

$600–$900

$1,500-$1,800

Exact pricing is provided after reviewing your QuickBooks file. Flat-fee packages and ongoing support available upon request.