Year End Financial Clean Up


If you need some bookkeeping help to get your tax documents in order, but don’t yet have enough volume to justify signing up for a monthly or quarterly bookkeeping package yet, we are happy to help. This package also can be used for new companies as a set-up service to get their books in order and maintain it that way from their first sale. We can work on any accounting software with online access, or we can prepare manual statements on excel spreadsheets, if you prefer not to sign up for any software yet.
This standard package is $300 per clean up plus tax software fees and covers up to 200 annual transactions. Available for cash-basis taxpayers only, meaning operating based on the bank balances. Accrual- or hybrid-based companies must request full bookkeeping packages.

Services include the following:

  • Creating or editing a standard chart of accounts
  • Receipt & expense management
  • One time recording and classifying of transactions
  • Production of Profit & Loss and Balance Sheet for tax preparation

After registration a link will be sent for you to complete our simple tax questionnaire. After that has been submitted you will be assigned to one of our experienced accountants in the order of signup. The accountant assigned will reach out to you after that to get access to your existing bookkeeping software or to help you get set up on new bookkeeping software.