We Can Help You...
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​Restaurants and Café
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Childcare Services
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Medical Practices
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Fitness Studios and Gyms
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Salons and Spas
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Consulting Services
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Tech Startups
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Financial Services Providers
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Educational Services
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Nonprofit Organizations
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Event Planning Services
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Construction Companies
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Manufacturing Companies
​To scale a business or nonprofit effectively, your financial foundation must be more than just "finished"—it must be clean. At New Beginning Financial Group, LLC, our Cleanup Services take you from financial fog to total clarity.
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Why Your Business Finances Must Be Organized
Messy books are more than just an eyesore; they are a silent growth-killer. Here is why organization is non-negotiable:
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Maximize Every Deduction: If your transactions aren't categorized, you are likely overpaying the IRS. Organized books ensure every eligible expense is captured.
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Grant & Loan Readiness: Lenders and grantors require GAAP-compliant financial statements. Disorganized records often lead to immediate disqualification.
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Audit Protection: In the event of an IRS or state audit, "clean" books are your best defense. They allow you to prove the legitimacy of your income and expenses instantly.
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Confident Decision Making: You can’t steer a ship in the fog. Organized finances tell you exactly where your margins are thin and where you have the cash to reinvest.
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Key Steps for Financial Transaction Cleanup
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Our systematic approach ensures that every penny is accounted for and every record is tax-ready.
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Diagnostic Review: We assess the current state of your accounting software to identify missing months, duplicate entries, and unreconciled accounts.
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Document Gathering: We sync your bank/credit card statements, payroll records, and 1099/W-2 filings to create a complete paper trail.
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Transaction Categorization: We move "uncategorized" or "ask my accountant" items into proper GAAP-compliant accounts.
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Bank Reconciliation: We match every single line item in your books to your bank and credit statements to ensure your balance sheet is 100% accurate.
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A/R & A/P Scrub: We clean up old, unpaid invoices and bills that are cluttering your ledger, giving you a true picture of your cash flow.
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Adjust Assets & Inventory: Update inventory counts, record depreciation, and address shrinkage.
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Review Payroll: Verify that payroll expenses match tax filings to avoid compliance issues.
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Final Adjusting Entries: We record depreciation, accruals, and other necessary adjustments to close out the year properly​​
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