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Office Desk

Guided Bookkeeping Solutions

QBO Cleanups, LLC now offers a unique service that is tailored to business owners who prefer to handle their own bookkeeping but also desire expert guidance and oversight to ensure accuracy and catch any potential issues. We understand that many entrepreneurs want to maintain control over their financial records, but may lack the expertise or time to thoroughly review and verify their bookkeeping. Our team of experienced professionals will provide regular check-ins and reviews of your financial records, offering valuable insights and guidance to help you avoid any costly mistakes or oversights. With our service, you can have peace of mind knowing that your bookkeeping is being monitored and supported by experts, allowing you to focus on growing your business with confidence.

Services Included:

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  • Secure Client Portal for purpose of discussion of findings

  • Regular check-ins and reviews of financial records for irregularities

  • Verify proper reconciliations of Balance Sheet Accounts

  • Ensure correct categorization of transactions

  • Monitor Chart of Accounts for proper structure

  • Provide suggestions to streamline your daily processes

  • Video explanation of any issues found with suggestions for solutions with Best Practices in mind posted to Client Portal Monthly

  • Personalized Workflow Graphics provided when needed in order to help you with your daily bookkeeping

  • Availability for Bookkeeping Related Questions

  • Exclusive discounts on Catch Up & Clean Up Services

  • Peace of Mind!

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Please Note - Guided Bookkeeping Solutions is an Advisory Only Service; no changes will be made to your Quickbooks Online and no bookkeeping services will be performed nor will accuracy of your Financial Statements be assured. There is no obligation and your Subscription can be canceled at any time.

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Plans Starting at just $119.00 per month!

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Dollar Notes

Guided Business Solutions
Request for Quote

Are you currently using Quickbooks Online? (Not Desktop version) Please keep in mind that I only work with Quickbooks Online at this time.

Tell Me About Your Business

Please upload a current Chart of Accounts Report, Profit & Loss Statement, and Balance Sheet for your Business so that I may prepare a Quote for Services.

Your Quote will be based on the listing of Accounts and Categories found in these reports; please make sure your Business Bank and Credit Card accounts are connected to Quickbooks Online.

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Thank you! I will be in touch soon.
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