QuickBooks Cleanup for NYC Small Businesses

A QuickBooks file that has fallen behind, or that was set up incorrectly years ago, causes problems at tax time and when you need to make decisions. We review the file, fix what is wrong and bring the books current, so you can trust the numbers again.

What a cleanup covers

• Review of the chart of accounts, categories and existing transactions
• Correction of miscategorized or duplicate entries
• Reconciliation of bank, credit card and merchant accounts
• Catch-up bookkeeping for months that were missed

How the process works

We start with a free 20-minute consultation to see how far behind the file is and what it will take. You receive a written scope and fee before any work begins, and documents are requested only after an engagement letter is signed. Because we work through QuickBooks Online, most cleanups are done remotely for clients across New York City, Brooklyn and Staten Island.

After the cleanup

Once the file is current, you can keep it that way with monthly bookkeeping, or we can hand back a clean file that you maintain yourself. Either way, you get a clear set of monthly reports for internal use.

Important to know

RA Ledger Solutions is not a CPA firm and does not provide audit, attest, review or compilation services. We do not take custody or control of client funds; your bank accounts stay in your name.

Call 646-480-1247 or use the contact page to book your free consultation.