You Know the System Is Not Working
When you cannot trust the books, it is harder to make decisions, answer your accountant’s questions, or know where your business really stands.
Reports do not match. Accounts have gone unreconciled. Old balances are still sitting on the books. Payroll, loans, expenses, or deposits may not be recorded correctly.
You may be dealing with:
- Accounts that have not been reconciled
- Reports that do not make sense
- Old balances no one can explain
- Bookkeeping that was left unfinished
- A financial employee or bookkeeper who left
- An upcoming audit or accountant review
You know your business. I know where to find the errors that effect your bottom line.
I Take the Mess Apart and Put It Back Together Correctly
I review the financial system, identify what is causing the problem, and work through the corrections one piece at a time.
That may include:
- Reconciling bank and credit card accounts
- Correcting misclassified transactions
- Cleaning up old or unsupported balances
- Fixing payroll liabilities
- Reviewing loans, debt, and equity accounts
- Organizing financial records
- Improving the way transactions are entered and reviewed
- Preparing cleaner financials for your accountant or tax professional
You Keep Running the Business.
I Fix the Financial System.
This service is for business owners who want an experienced financial professional to take ownership of the cleanup.
I work through the problem from beginning to end, correcting what needs corrected, documenting the work, and leaving your financial system stronger than I found it.
You keep leading the business. I’ll take care of the financial structure behind it.
Ready to get the books back on track?
Start by telling me what is happening.
Jacqui Timer is a Certified QuickBooks ProAdvisor and provides independent services for users of QuickBooks® software.
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