Bookkeeping Cleanup Specialists
Accurate financial statements are crucial for making the best decisions for your business. Over time, errors such as miscategorizations, duplicate transactions, and the commingling of personal and business finances can distort your financial picture, leading to incorrect tax liabilities and false performance results. A bookkeeping cleanup addresses these issues by thoroughly reviewing and correcting your financial records.
During the cleanup, we conduct an initial diagnostic review to identify discrepancies, and document the areas that require a thorough cleanup. We also review your chart of accounts and products list for accuracy, and work with you to implement proper workflows moving forward.
Our Service Options
While we specialize in cleanups, we do provide three different services. We do not offer payroll or any tax-related services. Payroll is handled through Gusto.
Reconcile – For small businesses that only require a monthly reconciliation of their bank, credit card, and loan accounts.
Cleanup – A thorough review, correction, and optimization of your business accounting software.
Bookkeeper+ – A comprehensive monthly engagement which includes monthly reconciliations, reviews of your bank feed, financial statements, and insights into business performance. We aim to be your trusted advisor when it comes to bookkeeping.
What Sets Us Apart
We utilize technology, such as QuickBooks Online, ClickUp, Gusto, and Keeper to facilitate our monthly tasks. Our client meetings take place using Zoom to enable screen-sharing and a more personal environment than simply a phone call.
Our team of experienced bookkeeping professionals strive to understand the nuances of your specific business and look for ways to improve efficiency and accuracy.
We strive to be a trusted advisor, providing valuable insights beyond what an entry-level bookkeeper can offer. Whether it’s our Reconcile, Cleanup, or Bookkeeper+ service, you will find what you need to chart the path to success for your business at Cape May Counting House.
