QuickBook Cleanup / Tax Prep

$3 per transaction

Messy books don’t have to mean messy taxes. At PhD Bookkeepers, we specialize in QuickBooks Online cleanup to ensure every transaction is properly categorized, accounts are reconciled, and financials are accurate. This not only restores clarity but also sets the foundation for seamless, stress-free tax preparation. Our team works closely with you to organize past records, fix errors, and deliver clean, tax-ready books that give you peace of mind and confidence when it matters most.

Initial Assessment & Consultation

Review current QuickBooks setup and accounting processes.
Identify inconsistencies, errors, or missing data.
Discuss goals: accurate financials, ready-for-tax reporting, and compliance.

Data Cleanup

Transaction Review: Examine all transactions for accuracy, completeness, and proper categorization.
Account Reconciliation: Reconcile bank accounts, credit cards, and loans to ensure balances match statements.
Correction of Errors: Fix misclassified transactions, incorrect amounts, or missing details.

. Reporting & Documentation

Provide reconciled reports for prior periods.
Summarize corrections made and recommendations for maintaining clean records.
Optional: create a “cleanup log” documenting all adjustments for transparency.

Vendor & Customer Review

Ensure all vendors and customers are accurately set up.
Reconcile accounts payable and accounts receivable balances.
Resolve discrepancies in invoices, bills, and payments.

Tax Preparation Readiness

Prepare financials for federal, state, and local tax filings.
Ensure proper classification of deductible expenses.
Generate reports needed for tax filings : Profit & Loss Statement, Balance Sheet, Cash Flow Statement and Accounts Receivable / Accounts Payable Aging Reports
Identify potential tax savings or corrections prior to filing.