QuickBooks Online is often where we work. It isn't where our work ends.
Many of our clients run on QuickBooks Online. We clean it up, keep it, close it every month and build reporting around it. If your business uses another platform, we learn it and work there instead. The software is the desk, not the job.
QuickBooks cleanup
Undeposited funds, opening balance equity, loans booked as income, payroll liabilities that never clear. We start at the oldest month the books were last trustworthy and reconcile forward, then hand you a written summary of what was wrong.
QuickBooks bookkeeping
Bank feeds, rules, reconciliations, payables, receivables and payroll, kept current by a team that owns the balance sheet, not just the categories.
Month-end close in QuickBooks
A close calendar, every balance sheet account tied to a statement, and financials by the 15th. The file stops being "fixed" at tax time.
Reporting around QuickBooks
Classes and locations set up the way you manage the business, a scorecard built from the data, and a 13-week forecast fed by the receivables and payables already in the file.
You came here because QuickBooks is a mess. The bigger issue is usually that nobody owns the finance function.
A file that has been "fixed" three times wasn't broken by the software. It was broken by turnover in the bookkeeping seat, a chart of accounts that lets the same expense land in four places, and a balance sheet nobody reviews. A cleanup fixes the file. Deciding who owns it afterward is what keeps it fixed.
Every cleanup ends with a written summary of what was wrong and a recommendation on who keeps it right. Many become ongoing engagements. None have to.
The books are behind or wrongWhy your QuickBooks balance sheet doesn't look rightCleanup and projectsTell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.