QuickBooks Cleanup & Catch-Up
Behind on the books, or inherited a QuickBooks file that's a mess? This is the thing I do best. I get it reconciled, organized, and back to telling the truth about your business.
Sound familiar?
- Months (or years) behind.Transactions have piled up uncategorized and you've been avoiding the login.
- The numbers don't make sense.Your P&L shows a loss you know isn't real, or a profit you never saw.
- You inherited it.A previous bookkeeper, a partner, or a DIY setup left things tangled and you're not sure what's right.
- Tax time is coming.Your accountant needs clean books and yours aren't close.
How a cleanup works
- Free look first.I review the file and tell you exactly what's wrong and what it'll take to fix, before you pay anything.
- Reconcile to the bank. Every account matched against real statements so the books tie out to actual money, month by month.
- Fix the categorization. Miscategorized and duplicated transactions sorted out, the chart of accounts cleaned up, so reports finally read right.
- Catch up the backlog.Every open month brought current, so you're working from today forward instead of digging out of the past.
- Handed off clean. A reconciled, organized QuickBooks file and a clear summary of what I fixed, ready for you, and ready for your accountant.
This is real work I do, not a sales pitch
I've taken books that showed a massive phantom loss and gotten them back to clean, reconciled, and finally reflecting the true health of the business. Cleanup is detective work: tracking down what doesn't tie out and fixing it the right way, so the next year stays easy.
I'm a QuickBooks Certified ProAdvisor and fully insured (professional liability & cyber), your financial details stay strictly confidential. This is bookkeeping that gets your records tax-time ready and works alongside your accountant. I don't file taxes or do CPA work.
QuickBooks Certified by Intuit · Levels 1 & 2What it costs
Cleanup is priced per project, because a two-month catch-up and a two-year untangle are very different jobs. After the free look, you get one detailed price for the whole thing. Nothing gets added to your bill without your okay. Many owners move onto a simple monthly plan afterward to keep the books from ever falling behind again.
Common questions
How much does a QuickBooks cleanup cost?
Cleanup is priced per project, because a two-month catch-up and a two-year untangle are very different jobs. After a free look at your file, you get one detailed price for the whole thing, with nothing added without your okay.
What does a cleanup actually include?
I reconcile every account to your real bank and card statements, fix miscategorized and duplicated transactions, clean up your chart of accounts, and catch up the backlog so your books tie out to real money and read correctly.
Is the books review really free?
Yes. I review your file first and tell you exactly what's wrong and what it'll take to fix, before you pay anything. No charge and no obligation.
What happens after the cleanup?
You get a reconciled, organized QuickBooks file and a clear summary of what I fixed, ready for your accountant. Many owners move onto a simple monthly plan afterward so the books never fall behind again.
Let's get your books straight
Send me a little about the situation and I'll take a free look, no charge, no obligation, and tell you exactly what it'd take to fix.