Prior Year Reconciliation Services

We establish a properly structured chart of accounts in SAGE or QuickBooks and systematically enter all financial transactions for the entire prior year, ensuring every business activity is accurately recorded and categorized.

Your financial records are meticulously reconciled against all bank statements, credit card deposits, debit card transactions, and monthly credit card statements for the complete year, eliminating discrepancies and ensuring accuracy across all accounts.

Upon completion, you receive comprehensive year-end financial statements including detailed balance sheets and income statements that accurately reflect your business's financial position and performance for the reconciled year.

All reconciled financial data is organized and provided to your accountant on secure digital media, streamlining your tax preparation process and ensuring seamless professional collaboration.

Throughout the reconciliation process, we provide prompt responses to all emails, phone calls, faxes, and texts during business hours, keeping you informed of progress and addressing any questions immediately.