QuickBooks, Xero & Bookkeeping Clean-Ups

Are your accounting records a mess, missing or very disorganized? Is your QuickBooks Company File providing you with the tools and reports you need to know where your business stands? It’s easy to fall behind on your books or let things spin out of control, especially for busy business owners. We have seen it ALL!

  • Accuracy is the best policy! Your company’s accurate financial records are essential to running a business successfully, but we know that it can be easy for errors to sneak in. The books can very quickly go awry in your data entry, payroll records and other bookkeeping.  Reconciling those bank, credit card and loan accounts are often overlooked or done “on paper”.
  • Accounting and Bookkeeping Clean Up Process: Our expert bookkeepers go through a 55 point checklist to find, fix and update your QuickBooks or Xero file.  In order to continue working towards your business goals effectively you must know where your finances are coming and going. This process prepares our clients for annual tax returns, financial statements, bank loan applications, and to gain valuable information that will help you become a PROFIT MACHINE!
  • QuickBooks and Xero Certified ProAdvisors: All of our bookkeepers hold certifications with both QuickBooks and Xero.  Our bookkeepers are 100% USA-Based!
  • “What if I don’t have QuickBooks or any other accounting software?”  QuickBooks Online and Xero both have features that allow your bank and credit card to automatically upload all of your transactions right into your company software file.  We complete an initial session that gets you all set up and on your way to becoming a PROFIT MACHINE!  Once that initial set up is complete, we schedule a phone (or in-person) meeting and review your financial reports, your bank accounts, and any other area that needs review.

Are you in need of an accounting or bookkeeping clean up? Call BookSmart today!

Our Connecticut Bookkeeping Firm Proudly offers Bookkeeping Services throughout Connecticut:

Hartford, Glastonbury, Guilford, New Haven, Middletown, PortlandSouthington & More!