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Historical Clean Up
For the business that needs a bit of catching-up
One-time set up of Quickbooks Online
Historical catch-up of 2019- present
Upload and classify all historical transactions
Reconciliation of bank and/or credit card accounts
Customized Chart of Accounts
Connected bank feeds, completed company info, and updated specialized tax rates
Statements for previous months (if requested)
Basic QBO training for client (if requested)
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