Services

Providing Everything You Need for Healthy Books

Year-End QuickBooks Review

What is it?
A focused, expert review of your existing QuickBooks Online setup to surface issues before sending your books to your CPA, tax preparer, or financial advisor.

Who it’s for:

Business owners who self-manage their QBO books but want a safety net
Anyone wanting confidence that their books are clean and reliable heading into tax season
CFOs / business managers who want a second pair of eyes before handing over statements

You’ll receive a written report with:

A summary of findings
Highlighted issues that need attention
Suggested fixes or next steps

Optional follow-up support (add-on):

Training / Coaching Session: We’ll walk you through how to resolve the flagged issues yourself in QBO
Cleanup Service: We can correct the issues directly for you, so your books are prepped and polished for your CPA or tax pro

Clean Up / Catch Up Services

We will review your QuickBooks Online file and address any discrepancies or inconsistencies in your

records. Why is this important? Keeping clean and up-to date bookkeeping records allows

you to reduce your stress, come tax time or when there are financial decisions that need to be made.

When did you last file your business taxes? We will help bring you up to speed with your financial recordkeeping, even if it has been neglected for several years. Failing to maintain proper bookkeeping

poses a substantial risk of overlooking valuable tax deductions. Without current records, businesses

may miss out on legitimate deductions that have the potential to markedly decrease their tax

responsibilities. As a result, businesses might find themselves paying more in taxes than necessary

ultimately affecting their financial bottom line.

Firm Support

Need an extra set of hands? Balcony Bookkeeping partners with bookkeeping and tax firms to provide reliable subcontracted and white-label support for one-time clean-ups or ongoing work. Whether you're overwhelmed with backlog or short on staff, we step in seamlessly—no disruption to your workflow, no stress on your team.

Let us help you meet deadlines, serve more clients, and free up your internal resources.

Reach out today to discuss how we can support your firm behind the scenes.