Your Books So Clean, You'll Shine Right Through! 

How our Process Works:

• We start by collecting your digital records and importing your Financial Records to the financial platform. We enter all of your receipts, invoices, and other documents provided to add support to each financial transaction.

• Error Detection and Correction: During the process, we will find and fix mistakes, such as duplicate entries and misclassifications.

• Transaction Categorization: Next, we organize your income and expenses into the correct categories that pertain to your business so your financial statements are accurate and easy to understand.

• Document Organization: We'll help you establish an efficient system for storing invoices, receipts, and other important financial documents so that you have them readily available if you need them.

• Account Reconciliation: We finish up the cleanup process by reconciling the transactions to your bank and credit card accounts to ensure they match up with your internal records.

• Tax-Ready Reports: Lastly, we will go over your profit and loss statement with you after the cleanup is complete, and you'll have clean, organized books ready for tax time.