Special Projects & One-Time Services
Specialized support for businesses that need help getting organized, catching up, or improving their financial processes.
One-time projects and cleanup services are priced individually based on scope and complexity. Following an initial review, a project proposal outlining the scope, timeline, and investment will be provided.
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Bring your books up to date and correct past bookkeeping issues.
Includes:
Historical transaction review
Account reconciliations
Categorization corrections
Financial statement cleanup
QuickBooks review and adjustments
Best For:
Businesses with overdue or inaccurate bookkeeping records. -
Start with a clean and organized financial foundation.
Includes:
Chart of Accounts setup
Bank and credit card connections
Customer and vendor setup
Sales tax configuration
Basic workflow recommendations
Best For:
New businesses or companies transitioning to QuickBooks Online. -
Evaluate your current systems and identify opportunities for improvement.
Includes:
Workflow assessment
Reporting review
Internal process recommendations
Organization improvements
Financial management guidance
Best For:
Businesses looking to improve efficiency and financial visibility. -
Support for businesses needing help closing their books accurately and consistently.
Includes:
Reconciliations
Financial statement review
Closing entries coordination
Reporting preparation
Best For:
Growing businesses requiring additional accounting support. -
Short-term financial oversight and project-based support.
Examples:
Cash flow analysis
KPI development
Financial reporting improvements
Budget development
Process documentation
SOP creation
Best For:
Businesses needing higher-level financial guidance without ongoing controller services.