QuickBooks Cleanup Expert for Messy, Behind or Inaccurate Books
Get your QuickBooks cleaned up, reconciled, and ready for accurate financial reporting. Work directly with a QuickBooks Online ProAdvisor Level 2 and Intuit Certified Bookkeeper specializing in cleanup and catch-up projects for small businesses nationwide.
Choose the Right Starting Point for Your Books
Whether your QuickBooks needs extensive corrections or you're simply behind on routine bookkeeping, we'll review your books first and determine the level of work needed to get your financial records back on track.
QuickBooks Cleanup & Reconstruction
Designed for businesses whose QuickBooks records are inaccurate, unreconciled, structurally incorrect, or unreliable for financial reporting and tax preparation.
- Full bank and credit-card reconciliations
- Transaction cleanup and corrections
- Duplicate transaction corrections
- Transfer and undeposited-funds corrections
- Opening-balance corrections
- Balance-sheet corrections
- Prior-year bookkeeping error corrections
- Accounts receivable and payable review, when applicable
- Accurate and organized financial reports
Final pricing depends on the number of months or years involved, financial accounts, transaction volume, payroll activity, condition of the books, and complexity of the corrections required.
Get My QuickBooks Cleanup QuoteCatch-Up Bookkeeping
Designed for businesses whose books are generally accurate but haven't been updated, categorized, or reconciled for several months.
- Backlogged months brought up to date
- Transactions categorized accurately
- Bank accounts reconciled
- Credit-card accounts reconciled
- Missing routine bookkeeping activity entered
- Financial reports updated through the current period
Final pricing depends on the number of months involved, number of financial accounts, transaction volume, payroll activity, and completeness of the records provided.
Book My Catch-Up ConsultationNot sure whether you need cleanup or catch-up bookkeeping? That's okay. Every project begins with a review of your situation. We'll determine which service fits your books, confirm the project scope, and provide pricing before work begins.
Is Your QuickBooks File Creating More Questions Than Answers?
If your QuickBooks is behind, inaccurate, or simply doesn't make sense, I can help identify what's wrong and create a clear path toward getting your books back on track.
Unreconciled Accounts
Bank and credit card balances don't match, or accounts haven't been reconciled in months or years.
Incorrect or Duplicate Transactions
Missing, duplicated, or incorrectly categorized transactions are making your reports unreliable.
Months or Years Behind
Transactions have accumulated and your bookkeeping needs to be brought current.
Financial Reports Don't Look Right
Your Profit & Loss, Balance Sheet, receivables, or payables contain balances that don't make sense.
Old Balances Won't Go Away
Historical balances or old transactions continue appearing even though they should have been cleared.
You Don't Know Where to Start
You know something is wrong but aren't sure what should be corrected first.
You Don't Have to Figure It Out Alone.
I'll help identify the problem areas and explain what your QuickBooks cleanup may require.
What Happens During a QuickBooks Cleanup?
Every cleanup is different, but the goal is the same: identify the problems, correct the accounting records, reconcile your accounts, and improve the reliability of your reports.
Review Your QuickBooks File
I review accounts, balances, reconciliations, transactions, and financial reports to identify problem areas.
Create Your Cleanup Plan
You'll receive a clear explanation of the issues and the recommended approach for correcting them.
Correct & Reconcile the Books
Transactions are reviewed, accounts reconciled, and inaccurate or duplicate entries addressed.
Review the Final Financials
I review key reports to help ensure the books are organized and ready for the next step.
Your Cleanup May Include:
Your QuickBooks Cleanup Deserves More Than a Quick Fix
The goal isn't only to correct transactions. It's to understand what went wrong and leave you with books that are more organized and easier to manage.
Cleanup Specialist
Cleanup and catch-up bookkeeping are a core focus of my services.
Certified Expertise
Work with a QuickBooks Online ProAdvisor Level 2 and Intuit Certified Bookkeeper.
Clear Communication
You'll understand what is wrong, what needs to be fixed, and why.
Fixed-Price Projects
Once the scope is determined, you'll receive a fixed-price proposal.
Remote Nationwide
QuickBooks Online allows me to work with businesses throughout the country.
Ready for the Next Step
The goal is organized books that are easier to maintain and review.
Cleanup Services for Small Businesses That Need Their Books Fixed
QuickBooks cleanup is designed for business owners who already have accounting activity but need professional help correcting and organizing the books.
You're Months or Years Behind
Your business continued operating while your bookkeeping fell behind.
You Tried Doing the Books Yourself
QuickBooks became increasingly difficult to maintain or understand.
Previous Bookkeeping Needs Correction
You inherited problems from a prior bookkeeper or accounting process.
Your CPA Needs Better Records
Your tax professional has requested corrections or cleaner financial records.
Clean Books Give You a Better Starting Point Moving Forward
Cleanup isn't just about correcting the past. It's about giving you financial records that are easier to understand and maintain.
More Reliable Financial Reports
Your reports can provide a clearer picture once bookkeeping problems have been corrected.
Reconciled Accounts
Bank and credit card accounts are brought into better alignment with available supporting documentation.
Better Prepared for Your CPA
Organized records make it easier to provide your CPA with the financial information they need.
A Cleaner Starting Point
Once historical problems are addressed, maintaining the books moving forward becomes easier.
What Comes Next Is Up to You
After cleanup, you can continue managing QuickBooks yourself or discuss ongoing bookkeeping support.
Questions About QuickBooks Cleanup?
Here are answers to some of the most common questions business owners ask before starting a cleanup.
How much does a QuickBooks cleanup cost?
How long does a cleanup take?
Can you clean up several years?
What's the difference between cleanup and catch-up?
Do you work outside Colorado?
Can you work with my CPA?
Trusted by Businesses & Organizations
“Taneisha Phillips did an outstanding job handling the bookkeeping for our club. She was responsive, easy to work with, and consistently on top of every detail. She made the entire process smooth and stress-free, and we’re grateful for the care she put into getting everything organized. Highly recommend her services.”
Let's Get Your QuickBooks Back on Track
Whether you're behind, dealing with inaccurate reports, or simply don't know where to begin, I'll help you identify what needs attention and determine the best next step.