Inifresi

bookkeeping

Bookkeeping Services With Clear Scope

Inifresi Bookkeeping provides QuickBooks setup, diagnostic reviews, cleanup and catch-up work, and monthly bookkeeping for service businesses.

Every engagement is based on the condition, volume, complexity, and needs of your books. Final services, limits, responsibilities, and pricing are confirmed in writing before work begins.

Choose the Right Service Path

Whether you are starting fresh, correcting existing records, or looking for ongoing support, we will help identify the service path that fits the current condition of your books.

QuickBooks Setup

For new or near-empty QuickBooks Online files that need a structured bookkeeping foundation.

Setup services help organize your QuickBooks file, core workflows, and reporting structure. Historical cleanup, data migration, payroll setup, tax or gross-receipts-tax work, and ongoing monthly bookkeeping are quoted separately when needed.

QuickBooks Diagnostic

For existing QuickBooks files that are behind, unclear, unreconciled, or difficult to price responsibly.

A deeper or more complex file may require an extended diagnostic before cleanup can be quoted. Diagnostics provide analysis and recommendations only; they do not include corrections, reconciliation, cleanup, migration, payroll correction, tax filing, or ongoing bookkeeping.

Cleanup & Catch-Up

For books that are behind, unreconciled, incomplete, or need correction before monthly bookkeeping can begin.

Cleanup scope depends on the periods involved, account complexity, available records, and corrections needed. Tax-sensitive or compliance-sensitive matters may require coordination with a CPA, tax professional, payroll provider, or attorney.

Monthly Bookkeeping

For clean, current books that need consistent monthly maintenance and reporting.

Monthly packages have written limits for transactions, accounts, receipts, processors, and review frequency. Cleanup, active A/R or A/P administration, payroll administration, and other expanded support are not included unless specifically stated.

Important Service Boundaries

Inifresi Bookkeeping provides bookkeeping support and is not a CPA firm or law firm.

We do not prepare or file tax returns, provide tax or legal advice, perform audits or other assurance services, approve or release payments, sign checks, make final payroll decisions, perform collections, or make final business decisions for clients.

Clients remain responsible for reviewing their records and reports, maintaining appropriate internal controls, approving payments and payroll, meeting filing and payment obligations, and engaging qualified tax, payroll, legal, and other advisers when needed.

Services are governed by the signed proposal, engagement letter, and applicable service schedule. Additional or changed work requires written approval.

Not Sure Which Services You Need?

Let’s talk about your business and create a custom plan that fits your needs.