A few weeks of unfinished bookkeeping can quickly turn into a few months. Bank accounts haven’t been reconciled, transactions are piling up, and suddenly you’re not sure where your numbers stand.
We provide catch-up bookkeeping for small businesses that need to bring their financial records up to date. If you’re three months behind, six months behind, or need an entire year completed before tax time, we’ll help you get caught up and get your books back in order.
Our catch-up bookkeeping services may include transaction categorization, bank and credit card reconciliations, account review, correcting bookkeeping issues, and preparing financial reports once the work is complete.
We specialize in catch-up and cleanup bookkeeping and don’t provide ongoing monthly bookkeeping services. Our role is to help you address the bookkeeping that’s fallen behind, get your records current, and give you organized financials you can move forward with.
Running a business takes time, and bookkeeping sometimes falls behind. You may be a few months behind, dealing with a QuickBooks file that needs serious attention, or preparing for tax time and realizing your financial records aren’t ready.
That’s where we can help.
We specialize in catch-up bookkeeping, QuickBooks cleanup, and year-end financials for small businesses. We don’t provide ongoing monthly bookkeeping services. Instead, we help businesses address overdue bookkeeping, fix problems in QuickBooks, and get their financial records organized and current.
Depending on the condition of your books, you may need one service or a combination of services. We’ll review where things stand and help determine what needs to be addressed.
Sometimes the problem isn’t unfinished bookkeeping. The bookkeeping has been done, but something inside QuickBooks isn’t right.
There may be months of unreconciled accounts, duplicate transactions, incorrect balances, inconsistent categorization, or old entries that have never been addressed. Our QuickBooks Cleanup service is designed for small businesses with books that need to be reviewed, corrected, and reorganized.
We’ll review what’s happening, identify problem areas, and develop a plan for getting your books back in order.
Once the cleanup is complete, you’ll have a much clearer picture of your business’s financial situation.
When it’s time to prepare your tax return, your tax professional needs more than a collection of bank statements and receipts. They need complete, organized financial records ready for year-end review.
Our Year-End Financials service helps small business owners close out their bookkeeping for the year and prepare the financial reports needed for tax preparation.
We’ll review your books for completeness, address bookkeeping items that need attention, and prepare your year-end financial statements so you have a clear set of records to provide to your CPA or tax professional.
If your bookkeeping isn’t current, catch-up or cleanup work may need to be completed before your year-end financial statements can be prepared. We’ll review the condition of your books and let you know what needs to be addressed first.
Our role is to help make sure your bookkeeping records are organized and your year-end financial reports are ready to provide to your CPA or tax professional. Tax return preparation isn’t included in this service.
You can know bookkeeping and still run into something inside QuickBooks that makes you stop and wonder, “What happened here?”
That’s normal, especially when you’re working with different clients. Every client’s books are different, and sooner or later, you’ll come across a reconciliation that won’t balance, an account with a balance that doesn’t make sense, transactions that were categorized incorrectly for months, or a QuickBooks file you inherited from another bookkeeper that leaves you with more questions than answers.
Our QuickBooks consulting service gives aspiring and growing bookkeepers access to professional support when those questions come up. As QuickBooks ProAdvisors, we can help you understand the software, troubleshoot problems, and work through bookkeeping situations you haven’t encountered before.
If you get stuck while working on a client’s books, you don’t have to spend hours searching for answers or trying different fixes and hoping something works. Bring the issue to us. We’ll help you review what’s happening, identify possible problems, and guide you through the steps needed to address them.
You still manage your client’s books and maintain the client relationship. We’re simply there as a professional bookkeeping resource when you need guidance or another set of experienced eyes.
We don’t want to simply tell you where to click or what entry to make. When possible, we’ll explain what’s happening, help you understand why it’s happening, and guide you through the solution. That way, you’re not only solving the problem in front of you, you’re also gaining experience you can carry into future client work.
Starting a bookkeeping business can quickly turn into a long list of questions.
Should I operate as a sole proprietor or form an LLC? Do I need an EIN? What business accounts should I open? What systems do I need before taking on my first client?
Our Business Setup consulting service helps aspiring bookkeepers sort through those early decisions without making the process more complicated than it needs to be.
We’ll help you understand your options and the steps involved so you can make informed decisions about how you want to structure your business.
For legal or tax decisions that require an attorney or tax professional, we’ll always encourage you to work with the appropriate professional.
If you’re a small business owner, that may mean finally getting several months of bookkeeping caught up, cleaning up problems inside QuickBooks, or preparing your year-end financials for your tax professional.
If you’re an aspiring or growing bookkeeper, it may mean having an experienced resource to turn to when QuickBooks or a client’s books leave you stuck, getting help setting up your bookkeeping business, or learning how to build your business at your own pace.
MoVision Financial Solutions is here to provide practical bookkeeping solutions and guidance based on what you need.
Have questions or aren’t sure which service is right for you? Contact us and tell us a little about what’s going on. We’ll help you figure out the best place to start.
Starting and growing a bookkeeping business comes with a different set of challenges. You may be learning your way around QuickBooks, setting up your business, developing systems, or already managing books for several clients.
As your client base grows, you’ll also encounter bookkeeping situations you haven’t seen before. A reconciliation won’t balance. An account balance won’t make sense. You’ll inherit a QuickBooks file from another bookkeeper and wonder where to even begin.
That’s where we come in.
We provide bookkeeping consulting and QuickBooks support for aspiring and growing bookkeepers. Our goal isn’t to run your business or manage your clients for you. We’re here to provide practical guidance, help you work through problems, and give you an experienced bookkeeping resource you can turn to when you need one.
Practical bookkeeping solutions and expert support to help you move forward with confidence.
