A year behind? Caught up this week.
Catch-up and cleanup work is some of the best paid work a firm can take, and some of the most dreaded, because it starts with a box of statements nobody wants to type. QBuddy takes the box: twelve months or more in one send, every PDF statement proved against the bank before it reaches QuickBooks.
The work clients will pay for, and firms turn down.
New clients rarely arrive current. They arrive with last year undone, a lender or the tax authority asking questions, and a deadline. Firms that can say yes to that work, quickly and at a fixed fee, win the client for years. Firms that have to type it either turn it away or lose money doing it.
From a box of statements to books you can stand behind.
Collect the statements
PDFs or scans, every account, every month you need. Handwritten checks included.
Send them together
A year of one account in one send, while your team works on something else.
Every month proved
BalanceProof checks each statement's credits, debits and ending balance against the bank, so a short page or a misread total shows up before posting, not at year end.
Review and post
Your team reviews the exceptions and posts into QuickBooks Online or any Windows Desktop version.
A real year, posted in 16 minutes.
We recorded it in one take: a sample company's twelve monthly statements, 432 transactions, sent at once, read, proved and posted into QuickBooks Desktop. Typed by hand at 2 minutes each, the same year is about 14 hours of work.
Quote the work with confidence.
When the reading, sorting and tie-out take hours instead of weeks, a fixed fee for a catch-up engagement stops being a gamble. The typing can no longer eat the margin, so you can quote fast, start this week and deliver while the client is still grateful.
Bring us the year you have been putting off.
Pick the client you have been dreading, bring a year of their statements to a 15-minute demo, and watch QBuddy read, prove and post them live in our demo company. Your books stay untouched.
QBuddy works for the whole firm at one weekly price: every person, every office, every client, on QuickBooks Online or any Windows Desktop version. It costs your firm less each week than one person's day of typing, and the owner dashboard counts every hour it gives back, with your own rates.
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See it on your own statements.
Book a 15-minute demo and bring the messiest statement you have. We will run it live.
