Advanced Services
Let our professional organizers help get you caught up!
If your financial records are a mess, our advanced services could be the relief you need. We'll meticulously review, organize, and reconcile your accounts, correcting past mistakes and catching up on previous years to restore accuracy. You'll gain a clear, reliable financial record, giving you the confidence and clarity to make informed decisions. Restore peace of mind and focus on your business's future!
Explore below for specific services. Whether it’s Set Up, Clean Up, or Catch Up you need, we have you covered!
Set Up, Clean Up, Catch Up……....Relax…
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Set Up
We’ll help you get on track with your accounting tools and processes. Whether that is setting up a new company, tuning up an existing file, or one-on-one coaching. We provide guidance ad set up for:
• QuickBooks Online
• Payroll services
• Organization of records
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Clean Up
If your records are a mess, We’ll clean them up, organizing and reconciling your accounts to provide clarity and accuracy.
• Clean up past mistakes & oversights
• Review of financial records
• Reconciliation of accounts
• Correction of errors
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Catch Up
Get your books and processes caught up and start with a clean slate!
• Catch up on the previous year’s financials
• Catch-up bookkeeping
• Organization of records
Clean Up & Catch Up
Dependable Bookkeeping and Accounting Clean Up or Catch Up from the professionals at SecureLedger.
We will identify and rectify the problems that are plaguing your bookkeeping and accounting, so you can focus on the parts of your business you are passionate about.
Services start at $1800 depending on the scope and complexity of the project.
FAQs
WE KNOW YOU MAY HAVE MANY MORE QUESTIONS. SIMPLY SCHEDULE A NO-OBLIGATION CALL , AND WE WOULD BE HAPPY TO ADDRESS ADDITIONAL QUESTIONS.
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You’ve been heads-down growing your business, you think your finances are fine. However, after a while, you start to feel like something’s wrong but you can’t pinpoint what. That's when you may want to schedule a discovery call to discuss having us d a review of your books.
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After a diagnostic review of your books, we make recommendations which include what to correct, adjust and/or clean up in order to get your books back on track or get your financial records in shape for a specific event, such as filing a corporate tax return or submitting financials for a loan.
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We scope out the project based on our checklists, best practices, your timeline to completion as well as how much data we need to review and correct.
We perform a thorough clean-up that includes check-in meetings with you. Once the scope of work is prepared, we quote you a one-time flat fee!
Cleaning up is one of our specialties!
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As in most startups, other tasks will take priority and before you know it, you’ve fallen way behind in keeping up with your financial record keeping. Then you realize, it’s time to file a corporate tax return, or make a financial presentation to your board members, or raise capital.
That’s where we come in. We can catch up on your financial records and get you back on track. We would need access to specific data such as bank statements, credit card statements, payroll records, etc.
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All work is performed online. We’ll request access to your financial data, or a copy of your financial file. We can also provide a GDrive secured folder where you can upload the various documents we need.