Book/Record Cleanup

Your bookkeeping records are vital in keeping track of your business’s financial transactions. When you have a clean set of books/records at the start of the year, it becomes easier to analyze your financial progress over the entire year. At Erin’s Evergreen Bookkeeping, I assist in cleaning up bookkeeping entries and balancing your books. With over 4 years of experience in accounting and virtual bookkeeping, I help businesses in many different service-based sectors.

If you have gotten behind in your books and are just plain overwhelmed, I will get you caught up so you are prepared come 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/record clean-up services to assist you in handling and organizing your books. As a Quickbooks Online Proadvisor, I will get your account and reports back in order. My services will bring you up to speed and enable you to make data-based decisions for your business.

My services include:

  • Cleaning up & sorting entries
  • Reviewing transactions for the year
  • Balancing the general ledger to reports
  • Reports customization & making 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

More effective analysis of your previous year’s books allows you to plan better for the upcoming year. You will be able to start the year fresh, more organized, and with an effective plan. If your books are cleaned up and in good working order at the end of the year, you will be able to limit financial mistakes. When your business has a clean set of books and records, it provides you with something reliable to look back to for better planning. Organization is important for the successful operation and growth of any business. For more information about my book/record cleanup and other accounting services, feel free to get in touch with me at EC@ErinsEvergreenBookkeeping.com or reach out with this Online Form.



We Provide Services to the Following Cities, Towns and Surrounding Regions of NV and CA:
  • Carson City, NV
  • Reno, NV
  • South Lake Tahoe, CA
  • Incline Village, CA
  • Minden, NV
  • Gardnerville, NV
  • Truckee, CA
  • Sacramento, CA
  • Sparks, NV
  • Dayton, NV