We provide Legacy Bookkeeping (year-to-date) for clients that need their bookkeeping caught up to the most recent month. We will close your books from the prior year, tying your books to your most recent year’s tax return.
Then, we will bring your books up to date in QuickBooks™ Online software, or QuickBooks™ Desktop software, including:
- Importing transactions
- Completing data entry transactions
- Reconciling bank and credit card statements
- Adjusting and reconciling all balance sheet accounts and payroll expenses
- Reclassifying any expenses deemed necessary