QBO Cleanup & Pre-Tax Advisory
For books that need to be corrected or reviewed before tax season — separate from ongoing monthly bookkeeping.
QBO Cleanup & Pre-Tax Advisory
For books that need to be corrected or reviewed before tax season — separate from ongoing monthly bookkeeping.
QBO Diagnostic
Best for: Business owners who are unsure whether their QuickBooks is accurate, reconciled, or ready for tax preparation.
CPA Findings Review: Review of findings, problem areas, and recommended next steps.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- * Credit towards Cleanup or Advisory
QBO Cleanup & Tax Ready
Best for: Businesses with bookkeeping errors, unreconciled accounts, or classification problems that need to be corrected before tax preparation or year-end.
CPA Completion Review: Review of corrections completed, remaining issues, and tax-readiness.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
CPA Cleanup & Advisory
Complex engagements individually quoted.
Best for: Businesses with complex or messy books where accounting, tax, payroll, shareholder, or prior-year issues require CPA-level analysis.
CPA Advisory Review: Review of findings, tax-sensitive issues, risks, and recommended actions going forward.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
- CPA review of tax-sensitive accounts
- Shareholder distributions / loans review
- S-Corp compensation / payroll review
- Shareholder health insurance review
- 1099 / contractor exposure review
- Meals / auto / home-office issues
- Year-end / pre-tax recommendations
Financial statement preparation, compilations, reviews, and tax return preparation are separately scoped and quoted — not included in these packages. This service does not constitute an audit, review, compilation, or assurance engagement.
"KDW Tax & Accounting didn't just prepare our taxes — they dug into our QuickBooks, identified and corrected problems from prior years, and got our accounting and tax records back on solid ground."
— Chuck P., Old Dominion Restorations LLC
Ready to Simplify Your Bookkeeping?
Schedule a free consultation and let's talk about what your business needs.
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