Annual QuickBooks Cleanup & Maintenance

I run a real-estate company that relies solely on QuickBooks, and my 2023 file needs a thorough detox followed by regular monthly care. First, I need last year’s books brought fully up to date. That includes: • Catching up on every outstanding Accounts Payable and Accounts Receivable entry, making sure customer and vendor balances make sense. • Reconciling each bank and credit-card account to the statements so ending balances match to the penny. • Recategorising expenses and income into the proper real-estate chart-of-accounts so my P&L and Balance Sheet tell a clear story. Once the historical data is clean, I’d like you to stay on and handle ongoing maintenance—monthly reconciliations, A/P & A/R monitoring, and a quick month-end review—so the books never slip out of shape again. Successful delivery means the 2023 file reconciles without adjustment discrepancies, reports tie back to statements, and I can pull accurate financials anytime. If this sounds like your wheelhouse, let’s get started.