Bookkeeping Cleanup.
Bookkeeping cleanup is the first step of the process to ensure accurate and reliable financial statements. The process involves chart of accounts cleanup, transaction categorization cleanup, historical catch-up, and reconciling accounts. Perfect for financial records clarity.
Accounting Cleanup.
Accounting cleanup is the next step to ensure accurate and reliable financial statements. The process involves CPA-level review of accounting records and recording adjustments for the period. Perfect for audit/review/comp readiness.
Services.
Financial Statement Prep.
Financial statement preparation takes the relevant financial data and prepares standardized financial statements for management. Includes the notes to the financial statements if requested. Perfect for tax readiness.
Compilation of Financial Statements.
Compilation of financial statements takes the relevant financial data and compiles the information into standardized statements and notes to the financial statements. Includes an accountant’s report. Perfect for submitting to banks or investors.
