Messy QuickBooks? We Fix & Clean Up Your Books in 7–14 Days
If your books are behind, unreconciled, or don’t match your bank accounts, I’ll clean them up, fix errors, and get you tax-ready fast.
Most clients come to us months (or years) behind — we fix it fast.
Flat-rate pricing. No hourly surprises.
Most cleanups are completed within 7–14 days once access is received. Multi-year or complex cleanups may require additional time.
Certified QuickBooks ProAdvisor | Trusted by business owners to fix messy books
If Your QuickBooks Looks Like This, It’s Likely Costing You Money
Most QuickBooks issues don’t fix themselves — they get worse over time and lead to inaccurate reports, tax issues, and bad decisions.
Most clients come to us months (or years) behind — and don’t realize how bad it is until we fix it.
Your Bank Balance Doesn’t Match QuickBooks
Your numbers don’t tie out — so you can’t trust your financials.
- Bank/credit card balances don’t reconcile
- Old uncleared transactions piling up
- Transfers recorded incorrectly
Your Transactions Don’t Make Sense
Messy or miscategorized data is distorting your reports.
- Uncategorized “Ask My Accountant” entries
- Personal and business expenses mixed
- Duplicate or missing transactions
Your Reports Are Wrong (And You Know It)
When reports look off, it usually means deeper issues.
- Negative balances or incorrect equity
- Income/expenses in the wrong periods
- Prior-year errors affecting current reports
We’ll review your books and tell you exactly what needs to be fixed — no pressure.
What You’ll Walk Away With After Cleanup
This isn’t just fixing transactions — this is getting your financials accurate, clear, and usable so you can finally move forward with confidence.
Clean, Fully Reconciled Books
- All bank and credit accounts matched correctly
- Duplicate and incorrect transactions removed
- Transfers and balances fixed
Accurate Financial Reports
- Correct Profit & Loss and Balance Sheet
- Proper categorization across all transactions
- Prior-year issues cleaned up
Clarity + Next Steps
- Clear explanation of what was fixed
- Recommendations moving forward
- Option for ongoing bookkeeping support
We’ll review your books and outline exactly what needs to be fixed before you commit.
How It Works (Simple & Professional)
A clear process so you know what happens next—and when you’ll have clean, reliable numbers.
Book a 30-Minute Review Call
We’ll pinpoint what’s wrong, confirm your goals, and decide whether you need cleanup, catch-up, or setup.
- Quick overview of your current situation
- Timeline + priorities
- What access/documents are needed
A clear game plan and the best-fit option.
Secure Access + File Review
You’ll add me as an Accountant user in QBO and share statements so I can confirm scope and pricing.
- QBO Accountant access
- Bank/credit card statements (needed period)
- Any prior financials/returns (if available)
A confirmed scope + next steps before work begins.
Cleanup + Clean Reports Delivered
I reconcile accounts, correct categorization, and resolve key issues—then hand off clean, usable reports.
- Reconciliations brought current
- Mis-categorized items corrected
- P&L + Balance Sheet reviewed for accuracy
Tax-ready financials + a summary of fixes.
Typical turnaround is 7–14 days once all requested documents and access are received. Turnaround times begin after everything needed to start is provided.
Simple Pricing Based on Where You Are
After a quick review, I’ll confirm scope, complexity, and exact pricing — so you know exactly what to expect.
QuickBooks Cleanup & Financial Reconstruction
- Full account reconciliations
- Transaction cleanup & corrections
- Undeposited funds & transfer fixes
- Prior-year error corrections
- Accurate, tax-ready financials
Catch-Up Bookkeeping
- Backlogged months brought up to date
- Transactions categorized correctly
- Reports aligned with actual activity
Not sure which one you need? Book a consultation and I’ll guide you to the right option.
What Happens After You Book
Simple, clear, and no pressure — you’ll know exactly what’s wrong and what it will take to fix it.
Book Your Consultation
Choose a time that works for you. You’ll get a confirmation with Zoom or phone details — no prep needed.
We Review Your Books Together
In 30 minutes, I’ll identify what’s wrong, how far behind you are, and what needs to be fixed.
Get Clear Pricing + Next Steps
You’ll leave with a clear plan, timeline, and exact pricing — so you can decide if you want to move forward.
No pressure. No commitment. Just clarity on what your books need.
Do You Need Cleanup or Catch-Up?
Not sure where you stand? Here’s a quick way to tell — and we’ll confirm everything on your call.
QuickBooks Cleanup
Best if your books exist—but something feels off.
- Reports don’t match your bank
- Unreconciled accounts
- Duplicate or messy transactions
- Numbers you don’t trust
Catch-Up Bookkeeping
Best if you're behind and months (or years) are missing.
- Books not updated for months
- Behind on taxes or filings
- No clear financial picture
- Need everything brought current
Common Questions Before You Book
Everything you need to know before scheduling your call.
Is bookkeeping work done on the call?
No — this is a strategy call. You’ll leave knowing exactly what’s wrong and what it will take to fix it.
What do I need before the call?
Nothing. If you have QuickBooks access, great—but it’s not required.
How long does cleanup take?
Most projects take 1–4 weeks depending on how far behind your books are.
Will I get pricing after the call?
Yes. You’ll receive clear pricing and next steps so you can decide confidently.
Is there any commitment?
No — this is 100% no pressure. You’ll get clarity and decide if you want to move forward.
You’re Working With a QuickBooks Cleanup Specialist You Can Trust
Your books aren’t being rushed through or handed off — every cleanup is handled carefully, accurately, and built to hold up for taxes, reporting, and real business decisions.
✔ Certified QuickBooks ProAdvisor
Experienced in fixing messy, complex files — not just basic bookkeeping.
✔ 5+ Years Cleanup Experience
Specializing in cleanup, catch-up, and financial reconstruction projects.
✔ Accurate, Tax-Ready Results
Your reports will be clean, reconciled, and ready for filing or CPA review.
✔ Trusted by Business Owners
Clear communication, no shortcuts, and no guesswork throughout the process.
Every engagement starts with clarity — no pressure. You’ll know exactly what’s needed before any work begins.
Book Your Cleanup Review CallGet Your QuickBooks Fixed — Starting With a 30-Minute Review Call
In one call, you’ll know exactly what’s wrong, what it will take to fix it, and what it will cost.
No pressure. No obligation. Just clear next steps.