SS Accounting Pro
Clean Up the Past. Get Your Books Current. Stay Organized Going Forward.
Whether your bookkeeping is a few months behind or your financial reports simply do not look right, SS Accounting Pro can help review the records, identify problem areas, and develop a plan to bring your books up to date.
We provide remote bookkeeping cleanup services for small businesses across the United States.
Bookkeeping problems often build gradually.
A business owner may begin with a few uncategorized transactions, skip a bank reconciliation, fall several months behind, and eventually discover that the Profit & Loss or Balance Sheet no longer makes sense.
By tax time, the accounting records may require significant correction before they can be reliably used.
The purpose of bookkeeping cleanup is to identify those problems, correct the records where appropriate, and establish a more reliable starting point for future accounting.
Cleanup work involves reviewing the accounting records, identifying discrepancies, and correcting items based on available supporting documentation.
01
Review
02
Reconcile
03
Correct
04
Organize
05
Prepare
The goal is not merely to make QuickBooks “look better.” The objective is to create accounting records that are more internally consistent, better supported, and more useful for financial reporting and tax preparation.
01
Initial Assessment
02
Accounting Review
03
Scope & Proposal
04
Cleanup Work
05
Final Review
06
Monthly Bookkeeping Transition
A bookkeeping cleanup is based on the financial records and supporting documentation provided by the business.
Some accounting issues cannot be resolved without additional information from the business owner, financial institution, payroll provider, lender, or other source.
Where supporting documentation is incomplete, unresolved items may need to be identified for the client’s attention rather than assumed.
The scope of cleanup can vary significantly.
Some businesses need only a few months of reconciliation.
Others may have accounting problems extending across multiple tax years.
We evaluate the accounting records first and determine an appropriate cleanup period before providing a proposal.
For extensive historical cleanup, the project may be divided into phases.
Tax returns rely heavily on accurate financial information.
01
Messy or Incomplete Books
02
Accounting Review
03
Cleanup & Reconciliation
04
Organized Financial Statements
05
Better Tax Readiness
One of the biggest mistakes businesses make is paying to clean up the books and then falling behind again.
01
Clean Up
02
Establish a Monthly Process
03
Stay Current
After the cleanup is completed, we can evaluate whether ongoing monthly bookkeeping would be appropriate for the business.
Unlike ongoing monthly bookkeeping, cleanup work usually cannot be priced accurately until we understand the condition of the accounting records.
Pricing may depend on:
Bookkeeping cleanup is quoted separately after an initial review of your records.
Our cleanup review is designed to help determine the current condition of your accounting records and the scope of work required.
Accounting-Focused Review
Tax-Aware Approach
Clear Scope of Work
Monthly Accounting Transition
Nationwide Remote Service
Yes. We review the accounting records first and determine an appropriate cleanup period, which may span multiple tax years. For extensive historical cleanup, the project may be divided into phases.
We can review your bank and credit-card accounts against your bookkeeping records to identify unreconciled or missing activity as part of the cleanup process.
We evaluate the accounting records and determine an appropriate scope of work. Timing depends on the condition of the records and the documentation available.
We review payroll-related accounts against available payroll reports where appropriate and correct entries based on supporting documentation.
Timing depends on the condition of the books, the cleanup period involved, and the documentation available. We evaluate the records first and provide a proposal outlining scope.
Where supporting documentation is incomplete, unresolved items may need to be identified for your attention rather than assumed.
After the cleanup is completed, we can evaluate whether ongoing monthly bookkeeping would be appropriate for your business.
Bookkeeping cleanup is quoted separately after an initial review of your records, since pricing depends on the condition of the books and the scope of work required.
If your accounting records are behind, inaccurate, or simply confusing, the first step is determining what needs attention. Let SS Accounting Pro review your bookkeeping situation and help you establish a path toward organized, current financial records.
Bookkeeping Cleanup for Small Businesses Nationwide