Financial Systems Setup & Support will fix the past & strengthen the system.

Not sure if your books are truly accurate or tax-ready? Let’s review your current system and see whether cleanup, catch-up, or a diagnostic review is the right next step for your business.

Whether you’re just getting started or years behind, we make it simple to get your books accurate, organized, and tax-ready. We rebuild months (or even years) of records, import bank and credit card activity, and review every transaction so your books are clean, compliant, and ready for a smooth handoff to your CPA.

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What’s Included?

    • Personalized QuickBooks Online file setup

    • Custom chart of accounts tailored to your business

    • Bank and credit card feeds connected

    • Opening balances and historical activity entered (where appropriate)

    • Basic workflows for income, expenses, and reconciliations

    • Standard financial reports configured for your needs

    • Overview training so you know how to use your new system

    • Rebuild months or years of missing or messy records

    • Import bank and credit card transactions from statements or connected feeds

    • Every transaction reviewed, categorized, and corrected

    • Balance sheet and profit & loss brought current and accurate

    • Cleanup of duplicate accounts, old items, and miscoded entries

    • Clear list of any remaining questions or items needed from you

    • Tax-ready handoff package for your CPA or tax professional

    • A focused, non-attest advisory review of your existing bookkeeping

    • Evaluation of the accuracy and completeness of your records

    • Identification of red flags, inconsistencies, and risk areas

    • Clear summary of findings in plain language

    • Prioritized recommendations for fixes and next steps

    • Options for Joystone to implement corrections or support your team in doing so

    • Personalized QuickBooks setup and team training sessions

    • Chart of accounts review and workflow optimization

    • Guidance on best practices for coding, reconciliations, and closing the books

    • Written how-tos or Loom-style walkthrough videos (as needed)

    • Monthly or quarterly accuracy reviews to catch issues early

    • Recommendations for apps and integrations to streamline your process

    • Option to upgrade to monthly bookkeeping or Fractional CFO services anytime

Reach out and we’ll build a personalized plan for your books and systems.