Uncategorized & Unusual Transaction Review
We clear the “uncategorized” bucket and flag anything that looks out of place before it becomes a problem.
Uncategorized income and expenses quietly distort your reports and frustrate your tax preparer. We work through every uncategorized item each month and resolve it — asking you only about the ones we can’t determine ourselves.
We also look for transactions that don’t fit the pattern: duplicate vendor payments, unexpected charges, unusually large amounts, new payees, and subscription creep. You get a short list with context, not a data dump.
Related services
Bank Reconciliations
Every business checking and savings account matched to the bank statement, every month — down to the penny.
Learn moreCredit Card Reconciliations
Business credit card activity matched to each statement, with payments, refunds, and fees recorded correctly.
Learn moreTransaction Categorization
Every transaction coded to the right account in a chart of accounts built around how your business runs.
Learn moreReady for books you can trust?
Tell us about your business and we’ll send a fixed monthly quote — no obligation.