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Bookkeeping

Quickbooks Clean-Up / Ready For Taxes

Is your financial data in need of a refresh? Are you gearing up for tax season and want your books to be in impeccable order? Look no further! At 406 Consulting, we specialize in QuickBooks account clean-up services, ensuring that your financial records are accurate, organized, and tax-ready.

QuickBooks Account Clean-Up:

Thorough Review:

Our experienced team will conduct a comprehensive review of your existing QuickBooks account to identify and rectify discrepancies, errors, and inconsistencies.


Reconciliation:

We’ll reconcile your accounts, ensuring that bank statements, credit card transactions, and other financial data match up accurately within QuickBooks.


Transaction Cleanup:

From duplicate entries to uncategorized transactions, we’ll clean up your data to present a clear and accurate financial picture.


Chart of Accounts Optimization:

If needed, we’ll optimize your chart of accounts to better align with your business needs, ensuring that your financial reporting is both meaningful and insightful.

Getting Your Books Ready for Taxes:

Tax-Ready Financials:

Our experts will prepare your financials to meet the requirements of tax authorities. This includes organizing income and expense categories, ensuring all deductions are captured, and generating relevant reports for tax filing.


Year-End Closing:

We’ll guide you through the year-end closing process to ensure your financial records are accurate and ready for tax preparation.

Quickbooks Clean-Up / Ready For Taxes

Pricing
$1,500
Review and clean-up of existing QuickBooks® data file, to include
Review of lists to identify duplicates and missing information
Chart of accounts
Customers
Vendors
Other names
Classes/Locations
Reconciliation of balance sheet accounts to source documents
Review of sales tax setup and liability balances
Review of payroll setup and liability balances
Review and correction of inventory balances
Reconciliation of loans and other liability accounts
Reconciliation of equity accounts to tax returns or prior year financial statements
Review and reconciliation of accounts receivable and accounts payable accounts
Review of bank feed setup and functionality, including
unaccepted transactions
existing bank rules
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