![]() The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide connect bank and credit cards categorize and update transactions up until the last tax-filing date reconcile bank and credit card accounts with past statements, as provided by you reconcile remaining balance sheet accounts and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).Ī Live Bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. QuickBooks Live Monthly Bookkeeping services: After signup, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first sign-up to Live Bookkeeping.
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