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Ad Hoc Accounting Tasks

Sometimes You Do Not Need Another Employee. You Need One Problem Solved.

A loan account that will not reconcile. A QuickBooks Desktop file that needs converting. A clearing account with a balance nobody can explain. Send us the task. We handle it and hand it back, with no minimums and no ongoing commitment.

When to Use This

Tasks firms send us

  • A single bank, credit card, or loan reconciliation that has drifted
  • QuickBooks Desktop to QuickBooks Online conversion and post-conversion cleanup
  • Xero or Wave to QuickBooks Online migration
  • Sales tax reconciliation across states or platforms
  • Inventory or cost of goods sold cleanup for an e-commerce client
  • Payroll liability reconciliation to provider reports and filings
  • Rebuilding a chart of accounts and reclassifying history
  • Fixed asset schedule build with depreciation tie-out
  • A second opinion on an unusual balance before the return is filed
Scope

How ad hoc work runs

  • Describe the task in an email. If you are unsure of the scope, send the file and we will tell you
  • Quote within one business day: small fixed fee or hourly estimate
  • Work done inside your file with documentation of what was changed
  • Short handback note so your reviewer knows what to check
  • No minimums, no retainer, no commitment to send anything else
Process

How the engagement runs

1

Send the task

One email with the problem and access to the file. That is all it takes to start.

2

Quick scope

For most tasks we reply the same or next business day with a fixed fee or hourly estimate.

3

Do the work

The task is completed inside your file with a log of changes and the support used.

4

Hand back

You receive the result, the documentation, and any follow-up questions for the client.

FAQ

Common questions

Is there a minimum charge?

No minimum engagement, but very small tasks are quoted as a small fixed fee rather than fractions of an hour so both sides know the cost up front.

How fast can you turn around a single reconciliation?

Usually within two to three business days of receiving access and statements, faster when you tell us it is urgent.

Can ad hoc work turn into ongoing support?

Yes, and it often does. Many firms send one task, then a cleanup, then move a few monthly clients over. There is no obligation to do any of that.

Do you handle software conversions?

Yes. QuickBooks Desktop to QuickBooks Online is the most common, followed by Xero and Wave migrations. Post-conversion cleanup is included in the scope.

Let's Talk About Your Workload

Have a File Like This?

Send us the details. We review the scope and reply with a clear quote within one business day. No obligation, no end-client contact.