$149 Bookkeeping Audit, QB Clean/Catch up or need Advice? - No judgment. Just practical help.
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Whether you're applying for a loan, planning to grow, add locations, sell, or simply want cleaner books—this guide shows you how to set up QuickBooks Online (QBO) for long-term success.
This isn’t just about rules or shortcuts—it's about building a foundation for financial clarity, operational efficiency, and audit-proof reporting.
📘 Inside you’ll find best practices and avoidable pitfalls for:
➡️ Bank Feeds
➡️ Rules
➡️ Matching Logic
➡️ Recurring Transactions
➡️ Deposits Handling
➡️ A/P (Vendor, Bills, Pay Bills)
➡️ A/R (Customers, Invoicing, Payments)
✅ Boost efficiency – Save time, reduce manual work, and prevent costly errors
✅ Stay ready – Clean reports help secure loans, grants, or investors with confidence
✅ Protect your time – Avoid cleanup chaos, mismatched entries, and duplicate transactions
✅ Prepare to grow or exit – Make it easy for buyers, lenders, or partners to understand your numbers
✅ Stay compliant – Breeze through audits, insurance reviews, and SBA or government checks
In this episode, you’ll learn how to reconcile your balance sheet in QBO as part of a clean month-end close. This method will help you spot common mistakes, catch issues early, and keep your books accurate and audit-ready.