TAX-READY BOOKS IN 7 DAYS FOR YOUR MESSY CLIENTS
We clean up QuickBooks Online Financials in 7 days or the client doesn’t pay!
❌ PROBLEM:
✅ SOLUTION:
How do we make your tax firm more money?
You can file tax returns faster with clean books, so you can take on more clients.
You can upsell tax strategy & advisory with clean books
6 Key Things We Do To Help You:
We don't alter prior years once taxes are filed
We match the balance sheet to the Schedule L
We split officer wages & health insurance
We roll over distributions into retained earnings
We match officer wages to their W2
We reconcile the balance sheet monthly