QuickBooks Cleanup for Tax Preparation
Need to Clean Up QuickBooks Before Tax Filing?
Your CPA or tax preparer can only work with the financial information provided to them.
If your QuickBooks file is incomplete, unreconciled or full of questionable transactions, tax preparation can become more difficult and expensive.
Tullis Consulting helps businesses clean up their QuickBooks records before tax preparation.
Common Problems We Find Before Tax Season
Bank accounts aren't reconciled
Credit cards aren't reconciled
Income is incorrectly classified
Expenses are missing
Personal expenses are mixed with business expenses
Uncategorized transactions remain unresolved
Accounts receivable balances are inaccurate
Accounts payable balances are inaccurate
Fixed assets aren't properly recorded
Loans don't reconcile
Owner contributions and distributions are incorrect
Balance sheet accounts contain unexplained balances
We Prepare the Books. Your Tax Professional Prepares the Return.
Our role is to make your accounting records more complete and reliable.
Your CPA or tax professional can then use those records to prepare the appropriate tax filings.
When necessary, we can coordinate with your tax professional regarding accounting questions or requested adjustments.
Don't Wait Until the Tax Deadline
Trying to discover and correct accounting problems immediately before filing can create unnecessary pressure.
A proper cleanup takes time because the underlying records may need to be researched.
How Our QuickBooks Cleanup Service Works
Schedule your free consultation for a no obligation introductory call
We review and diagnose your books and prepare a proposal and quote for the project
You accept our proposal and sign up for services; we then provide you access to our tools and client portal
We begin work on your project correcting accounting errors, categorizing, reconciling, etc.
We verify our work and deliver you clean books
Why Choose Tullis Consulting & Financial Services?
Certified Expertise: Our team of QuickBooks Online Advanced Certified Pro Advisors have extensive experience specifically with small businesses.
Tailored Approach: We don’t offer cookie-cutter solutions—we analyze your unique financial situation and develop a personalized action plan.
Proven Results: Businesses we work with report increased clarity, reduced stress, and stronger financial decision-making capabilities.
Dedicated Support: Experience friendly, responsive support with easy access via phone, email, or video chat from our USA based team.
Attention to Detail: We meticulously go through every transaction to ensure everything is categorized correctly and your records are fully reconciled.
Pricing
Pricing varies by the size and scope of the workload. Budget for a minimum of $300 for each month requiring clean up.
Get Your Books Ready for Tax Preparation
If your accountant has told you that your QuickBooks file needs to be cleaned up, don't ignore it.