Your bookkeeping records are essential for tracking your business’s financial transactions. Starting the year with clean, organized books makes it easier to analyze your financial progress. At The Evergreen Ledger, I specialize in cleaning up bookkeeping entries and balancing your books. With over 8 years of experience in accounting and virtual bookkeeping, I work with businesses across various service-based industries.

If you’re behind on your books and feeling overwhelmed, I’ll help you catch up and ensure you’re fully prepared for tax season.

Importance of Book/Record Cleanup

Accounting can be a challenge to any business owner. Without consistently tracking records and reviewing reports, it’s easy for things to pile up and affect your bookkeeping system. Without clear insight into your financial standing, it becomes difficult to make business decisions.

My Services

I offer book and record cleanup services to help you organize and manage your financial records. As a QuickBooks Online ProAdvisor, I’ll get your account and reports back on track, bringing you up to speed and empowering you to make data-driven decisions for your business.

My services include:

• Cleaning and sorting entries
• Reviewing transactions for the year
• Reconciling the general ledger with reports
• Customizing reports to make them more comprehensive

Benefits of Book/Record Cleanup

Professional book and record clean-up services play an important role in different areas of accounting and business operations. This includes:

Tax Preparation

Cleaning up your books before the end of the year allows your business to prepare for the tax season. The additional benefits include:

• Making it easier to determine the estimated income and the taxable income for the past year.
• Making financial decisions that can potentially lower your taxable income.

Business Analysis

When your books are clean and well-organized, it becomes simpler to organize your business. The benefits include:

• Checking how much income you generated and how much you lost the past year.
• Determine what generated more revenue and where you lost money.
• Determine the more effective sales techniques and where the expenses overshot your budget.

Better Planning for The Upcoming Year

A thorough analysis of your previous year’s books sets you up for better planning in the year ahead. Starting the year organized and with a solid plan helps minimize financial mistakes. Clean, well-maintained books provide a reliable foundation for future planning and decision-making. Organization is key to the success and growth of any business.

For more information on my book and record cleanup services, as well as other accounting support, don’t hesitate to contact me at Erin@TheEvergreenLedger.com.