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Catch-up or Cleanup
Pricing for these services will be given after a review of your books
* A Paid Diagnostic Review May Be Required
Catch-up
Purpose:
To bring your books up to date when they've fallen behind.
Typical Scenario:
Transactions have'nt been recorded/categorized for several months or even years. Bank and credit card reconciliations are missing. Accurate financial reports can't be generated due to incomplete data.
Why It's Important:
Ensures compliance and provides accurate financial insight for confident decision making.
Goal:
To get the books caught up to the present so the business can make informed decisions and file taxes accurately
Cleanup
Purpose:
To fix errors and organize existing bookkeeping records
Typical Scenario:
The books are up to date but contain mistakes or inconsistencies. Accounts are miscategorized. Duplicate or missing entries. Balance sheet or income statement don't make sense.
Why It's Important:
Accurate financial statements. Avoid fees and penalties from tax authorities. Easier audits and investor confidence. Better cash flow management.
Goal:
To ensure the books are accurate, clean, and audit ready. To provide accurate financial reports for tax filing.
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