A clean-up is often necessary when:

• A business has fallen behind on its bookkeeping.

• There has been a period of poor financial management or record-keeping.

• Preparing for an audit, sale, or financial review.

• Transitioning to a new accounting system or software.

A clean-up is about ensuring that a business’s financial records are accurate, up-to-date, and in good order, which is crucial for informed decision-making, compliance, and overall financial health.

The short answer is YES. lol - Bookkeepers help by saving you money and helping you be profitable with your business. Accountants and tax preparers help you save the most money on your taxes. While bookkeepers help organize and reconcile your financials, accountants take these numbers and use them to prepare your taxes. Having two sets of eyes on your business financials will ensure no costly mistakes.

Yes, while it is not ideal to mix business and personal transactions, we can correct this for you. Please keep in mind that your monthly fee may increase if you do not start keeping them separate.