You will get your QuickBooks caught up to date
Project details
Keeping your books up to date isn’t always your top priority. Many business owners like yourself are typically being pulled in a multitude of directions, and sometimes, accounting takes a backseat to providing top-notch value to your customers, vendors, and employees happy.
Tax season is approaching here, and you’re dreading the astronomical fees your CPA will charge you to get your books in shape to file your returns? Do your financials look “weird” and you can’t figure out what the problem is? Or do you just want a second set of eyes to make sure your financial statements present an accurate picture of your company’s health? We’d love to help you!
Our Accounting Cleanup services include:
Coding and Reconciliation of all Bank and Credit Card Accounts for the periods you request
Review of Note Payable/Loan amortizations and deductible interest expense
Analysis of large purchases for potential depreciation deductions
Undeposited Funds and Ask My Accountant account clean-up
Financial Statements, including a profit and loss statement, and balance sheet.
Recommendations on how you can use QuickBooks (or other third-party apps) to streamline your monthly accounting processes.
Tax season is approaching here, and you’re dreading the astronomical fees your CPA will charge you to get your books in shape to file your returns? Do your financials look “weird” and you can’t figure out what the problem is? Or do you just want a second set of eyes to make sure your financial statements present an accurate picture of your company’s health? We’d love to help you!
Our Accounting Cleanup services include:
Coding and Reconciliation of all Bank and Credit Card Accounts for the periods you request
Review of Note Payable/Loan amortizations and deductible interest expense
Analysis of large purchases for potential depreciation deductions
Undeposited Funds and Ask My Accountant account clean-up
Financial Statements, including a profit and loss statement, and balance sheet.
Recommendations on how you can use QuickBooks (or other third-party apps) to streamline your monthly accounting processes.
Project Type
Data Entry, OtherWhat's included
| Service Tiers |
Starter
$285
|
Standard
$395
|
Advanced
$595
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$350 - $750About David
QuickBooks Online Bookkeeping
Palm Bay, United States - 2:34 pm local time
What can I do for YOU?
✔ Catch Up Bookkeeping services
✔ Setting up new QuickBooks Online accounts
✔ Accounts Payable/Receivable
✔ QuickBooks Online training (my favorite!)
✔ Finding, investigating and fixing incorrect transactions
✔ Bank/Credit Card reconciliations
✔ Payroll
✔ Maintaining books by coding transactions and keeping the financials clean for decision making
✔ Financial Reporting
✔ Automation & setting rules
✔ Journal entries (amortizations, loans)
✔ Job/Project Costing
✔ Depreciation tracking
✔ Monthly Bookkeeping
✔ Monthly Financial Reports including Balance Sheet and Profit and Loss Statement
Some examples of successes with past clients:
✔ Reconciled 3+ years of books for a client with several bank accounts that had ignored their books entirely. They were able to have clean books caught up to date and able to file their taxes
✔ Reviewed bookkeeping and made corrections allowing client to file for the ERC Credit
✔ Notified client of bank account charging over $1000 a year in fees!
✔ Advised several clients on how to save hundreds (to thousands) of dollars in areas such as credit card fees, payrolls, and vendor transactions
A little info about me:
I'm a owner of Swirling Serenity LLC which focuses on QuickBooks Online bookkeeping and virtual administration assistance. I pride myself on my accuracy, communication and client satisfaction. I'm a QuickBooks Online Certified ProAdvisor. I thoroughly enjoy taking on new clients, getting to know them and dive into their books to fix or uncover any issues they're concerned with.
My background includes clients in the following fields: E-Commerce, Chiropractor/Therapist offices, Manufacturing, Service Companies. My past roles include being an account manager/bookkeeper for two bookkeeping companies.
My specialty has become undoing mistakes by less experienced bookkeepers and maintaining the integrity of each of my clients' books so they can make their decisions needed to for their business.
My passion is helping my clients by sharing my expertise so they understand why accurate bookkeeping is important and how it can affect their business. I'm most rewarded by seeing the effects of accurate bookkeeping more than pay for the cost of my services, leading to greater business profitability for you and leading to long-term business relationships.
I put all that I have into my business. Gaining your respect and your business as a satisfied long-term client is my foremost goal. Choosing the right bookkeeper for your business can seem overwhelming and scary at times. I have some FAQ's that could put your mind at ease.
I welcome you to invite me to interview for your bookkeeping position and I'm looking forward to speaking with you soon!
Thank You,
David Gould
Swirling Serenity LLC
P.S. Providing nationwide bookkeeping services. Local to Melbourne, Florida.
FAQs:
Q - Is your Catch Up Bookkeeping Price affordable?
A - Yes! We have practical pricing!
Q - Do you use QuickBooks Online?
A - Yes! I exclusively use QuickBooks Online. I am able to offer 30% off to our new clients for 12 months. This is the best discount you can get with QuickBooks Online.
Q - Can you help me catch up for this year too?
A - Yes, I can help catch-up bookkeeping and get it back to tax ready.
Q - Do you offer hourly or fixed rate packages?
A - I offer fixed rate monthly packages starting at $297 per month. Should there be nuances or increased volume that exceeds the quoted package I will notify you and move you up to the next package upon our quarterly review.
If any of that is what you need, contact me.
Thank You,
David Gould
Steps for completing your project
After purchasing the project, send requirements so David can start the project.
Delivery time starts when David receives requirements from you.
David works on your project following the steps below.
Revisions may occur after the delivery date.
Set up a meeting
Send me a message and I will get you a time to we can talk.