Transaction classification – reviewing and correctly classifying transactions to ensure they are recorded in the correct accounts.

General ledger cleanup – audit and clean up general ledger for possible errors, duplicate entries, or misclassifications.

Chart of accounts optimization – reviewing and optimizing the chart of accounts to ensure it aligns with your business’s needs and industry standards.

Adjusting entries – making necessary adjusting entries to rectify any discrepancies between the recorded and actual financial data.

Financial statement cleanup – ensuring that financial statements, such as income statements and balance sheets, accurately reflect the financial health of the business.

Expense tracking and management – organizing and managing expenses to provide a clear picture of the company’s spending patterns and financial obligations.

Vendor and customer cleanup – reviewing and updating vendor and customer records to eliminate duplicates, correct errors, and ensure accurate contact information.

Software cleanup and optimization – reviewing and optimizing the use of accounting software to streamline processes and improve efficiency.

Financial process evaluation – assessing current financial processes and recommending improvements to enhance accuracy, efficiency, and compliance.

Historical data cleanup – cleaning up historical financial data to ensure consistency and accuracy over time.

Customized cleanup solutions – tailoring clean-up services to meet the specific needs and challenges faced by each client.