QuickBooks Setup & Optimization
We prep and organize your books for a smooth hand-off to your CPA, saving you time, money, and stress during tax season
📌 All projects come with 100% tax-deductible monthly support.
How Prepped Books Save You Money at Tax Time
Save up to 60% on CPA fees with organized, tax-ready books.
Businesses that complete year-end bookkeeping before handing off to a CPA often save hundreds in billable hours. Clean, reconciled reports mean less back-and-forth, fewer surprises, and faster filing — giving you clarity and control heading into the new year.
What’s Included
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🔹 Reconciliation of Accounts
We reconcile bank, credit card, and loan accounts to ensure all transactions are accurate and complete.
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🔹 Expense Categorization
We clean up and reclassify transactions for accurate financial reporting — essential for tax filing.
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🔹 Profit & Loss and Balance Sheet Reports
We prepare clean, easy-to-read financial statements to give your CPA exactly what they need.
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🔹 Document Organization
We organize receipts, invoices, and supporting documentation for tax time and audit readiness.
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🔹 CPA-Ready Handoff
Get a packaged, polished year-end file that saves your accountant time — and saves you money.
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🔹 1-on-1 Support & Final Review
We’ll review everything with you, answer questions, and ensure you're confident before tax season.