Accounting System Setup & Cleanup

Our Accounting System Setup and Cleanup services are designed to ensure your financial records are accurate, compliant, and truly useful for decision-making. As a Certified QuickBooks ProAdvisor with formal accounting training and a specialty in correcting accounting errors, we go beyond basic setup to address the underlying issues that often compromise financial data.

For new systems, we design and implement a clean, well-structured accounting framework tailored to your business model, including a properly aligned chart of accounts, accurate opening balances, and streamlined workflows. For existing systems, we identify and correct errors such as misclassified transactions, unreconciled accounts, duplicate entries, improper use of equity and clearing accounts, and historical inconsistencies that distort financial reporting.

Our approach is methodical, detail-oriented, and grounded in accounting best practices. The goal is not just to correct the books, but to create a reliable financial system that supports accurate reporting, tax preparation, and strategic analysis going forward.