Bookkeeping & QuickBooks cleanup
Monthly bookkeeping and QuickBooks cleanup in Burke, VA
Accurate, reconciled books every month, set up and reviewed by a QuickBooks ProAdvisor. Whether you're starting fresh, months behind or stuck with a messy file, we get your books right and keep them that way.
- QuickBooks ProAdvisor
- Serving small businesses since 2020
- English & Spanish
Full-cycle monthly bookkeeping
Every month we categorize transactions, reconcile every bank, credit card and loan account, manage accounts receivable and payable, and close the books. You get a profit and loss, balance sheet and a short summary of what changed and what needs your attention. We use practical AI tools to capture receipts and categorize transactions faster, and a person reviews every month before it's closed.
QuickBooks cleanup and catch-up
Duplicate transactions, uncategorized expenses, unreconciled accounts and balances that don't match the bank are common, and fixable. We review your file, correct past errors, reconcile each month back to the last good point and document what we changed. If you're behind by a few months or a few years, we catch you up and then keep you current.
Set up right for how your business works
A chart of accounts built for your industry makes every report more useful. We set up classes, locations or jobs where they help, connect your bank feeds and apps, and make sure sales tax and payroll post correctly. We work in QuickBooks Online and QuickBooks Desktop, and with SAP Business One and Sage 100 for larger operations. Moving to a new system? See software setup and integrations.
Tax-ready books, all year
When your books are reconciled every month, tax season is a hand-off, not a scramble. We give your tax preparer a clean file, or we prepare the return for you.
FAQ
Common questions
Are you a QuickBooks ProAdvisor?
Yes. Kelvin Galos is a QuickBooks ProAdvisor with a B.S. in Finance from George Mason University, and has worked in accounting since 2011.
How far behind can my books be?
We've caught up books that were several years behind. We start with the most recent period you need for taxes or a lender, then work back as needed.
Do I have to switch software?
Usually not. We work in QuickBooks Online and Desktop, and with SAP Business One and Sage 100. If another system would serve you better, we'll explain why and help you move.
Do you work with businesses outside Burke?
Yes. We're based in Burke, VA and work with businesses across Northern Virginia, DC and Maryland, and remotely nationwide.
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Ready for books you can trust?
Book a free 15-minute consultation by video or phone. We'll talk through your business, what you need and the next steps. In English or Spanish.