Clean Books

Better Reports

Smarter Workflows

GD Accounting helps small businesses and CPA referral partners clean up messy books, improve financial reporting, and build accounting workflows that are easier to manage.

If your ledger is behind, unclear, or difficult to trust, I help identify the source of the problem, clean up the records, and create a more reliable reporting process going forward.

Led by Lester Gomez, an accounting and business intelligence professional with experience in financial reporting, full-cycle accounting, Power BI, Power Query, Advanced Excel, QuickBooks, SAP Business One, and Dynamics 365 Business Central.

Solutions

#1

Ledger Cleanup

Fix misclassified transactions, old balances, backdated cash activity, and broken account workflows.

#2

Monthly Reporting

Turn cleaned accounting records into useful monthly reports that show what changed and what needs attention.

#3

Workflow Automation

Reduce manual spreadsheet work with better templates, Power Query, Power BI, and repeatable accounting processes.

Who this is for

Business owners whose books are behind, unclear, or hard to trust.

CPAs who need client ledgers cleaned before tax work or advisory work.

Growing businesses that need better reporting without hiring a full finance team.

Ledger Cleanup Examples

Separating payroll, credit cards, sales tax, tips, and other items from accounts payable.

Fixing backdated cash activity that prevented bank balances from matching.

Creating prepaid and accrued expense tracking.

Implementing clearing accounts so cash balances stay cleaner.

I also build operational dashboards that turn cleaned accounting and sales data into decision-ready reporting.

Get Your Financial Records Back on Track

Whether you’re dealing with historical accounting issues, reporting challenges, or workflow inefficiencies, the first step is understanding the current state of the records.

Main Office: 347-929-7681