CATCH UP BOOKKEEPING ​

• Once you sign on as a client, what we do is request your login info to get access to your bank and credit card statements.

• Even if you keep track of your expenses using an excel spreadsheet, the IRS won’t accept that as a form of proof of income/expenses if you’re ever audited.

• We’re responsible for getting all of the necessary information from you, such as how many credit cards you have (including PayPal, stripe, etc.) and what bank accounts you use.

• We then create a set of books for you using the information we collect.

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CLEAN UP BOOKKEEPING

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• We ask for access to your quickbooks account – either the Desktop account (we ask for a backup of your files) or Quickbooks online (we ask for an ivitation to view your file)

• Then we ask for the login for your bank accounts to look at your bank statements.

• Part of cleanup bookkeeping is reconciling your records (matching what you have on record to what the bank has on record).

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