QuickBooks Cleanup That Gets Your Numbers Back Under Control
Behind, messy, or unsure what’s accurate? I clean up QuickBooks Online, reconcile accounts, and correct your reports so you can make confident decisions—and keep your books clean going forward.
Typical turnaround: 7–14 days once access and requested documents are received.
If Any of This Sounds Familiar, Cleanup Is the Fastest Fix
Most QuickBooks problems are repairable—without starting over. I’ll identify what’s wrong, fix it, and deliver clean reports you can actually use (and feel confident handing to your tax pro).
Balances Don’t Match (Reconciliations Are Off)
When QuickBooks doesn’t tie to the bank, your Balance Sheet and cash position can’t be trusted.
- Bank/credit card ending balances don’t reconcile
- Old uncleared transactions piling up
- Transfers recorded incorrectly
Accounts reconciled and balances tied out—so your numbers are real.
Transactions Are Messy (Categories Don’t Make Sense)
Mis-categorized expenses and income distort your Profit & Loss and can lead to bad decisions.
- Uncategorized or “Ask My Accountant” items
- Personal and business mixed together
- Duplicates or missing entries
Clean categories and a Profit & Loss you can trust month to month.
Reports Look Wrong (You’re Not Sure What’s Accurate)
If reports feel “off,” it’s usually setup issues, old errors, or unreconciled accounts.
- Negative balances or odd equity accounts
- Income/expenses in the wrong periods
- Prior-year errors affecting current reports
Corrected Balance Sheet + P&L so you can plan, price, and file.
What You’ll Get After Cleanup
You won’t just get corrected transactions—you’ll get clean financials, clear explanations, and a plan to keep your books accurate going forward.
Clean, Reconciled Accounts
Your bank and credit card accounts are brought up to date so balances match reality.
- Reconciliations completed
- Uncleared & duplicate items removed
- Transfers corrected
Reliable balances you can trust.
Accurate Financial Reports
Your Profit & Loss and Balance Sheet are corrected and tax-ready.
- Correct categorization
- Prior-year issues addressed
- Common setup errors fixed
Clear reports with fewer surprises.
Clarity + Next Steps
You’ll know exactly what was fixed and how to keep QuickBooks clean.
- Summary of corrections
- Recommendations going forward
- Optional monthly bookkeeping plan
Confidence and control over your numbers.
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
Choose the closest fit. After a quick review call, I’ll confirm scope and the best plan for your file.
New Business Setup
Starts at $500 for standard QuickBooks Online setups.
- Chart of accounts setup
- Bank & credit card connections
- Products & services mapping
- QuickBooks Online customizations
- Training & walkthrough
- Final pricing based on setup complexity
QuickBooks Cleanup
Starts at $1,200 for messy, outdated, or inaccurate QuickBooks files.
- Mild–Moderate cleanup: $1,200
- Heavy / deep cleanup: $2,500–$4,000
- Executive cleanup: $3,500
- Fix categorization & reconciliations
- Correct balance sheet & prior-year issues
Flat Packages
- 1–3 months behind: $900
- 4–6 months behind: $1,500
- 7–12 months behind: $2,800
- 12+ months behind: $3,500
Turnaround time varies based on project complexity, transaction volume, and the current condition of your QuickBooks file. Turnaround begins once all requested documents and access are received.
Book Catch-Up PackageNot sure which one fits? Book a 30-minute review call and I’ll recommend the best option based on your QuickBooks file.
What Happens After You Book
Simple, clear, and no pressure. Here’s exactly what to expect.
Which QuickBooks Service Do You Need?
Not sure where things went wrong? That’s normal. Here’s how to tell which service fits your situation — and what happens next.
QuickBooks Cleanup
For businesses with existing QuickBooks files that are inaccurate, messy, or unreliable.
- Incorrect balances or duplicated transactions
- Unreconciled bank or credit card accounts
- Reports you don’t trust
Catch-Up Bookkeeping
Best if you’re behind and QuickBooks hasn’t been updated for months (or longer).
- Missing months or years of data
- Tax deadlines approaching fast
- No idea where finances currently stand
QuickBooks Setup
Ideal for new businesses or those starting fresh with QuickBooks Online.
- Brand-new business or new QuickBooks file
- No chart of accounts set up
- Need clean structure from day one
Common Questions Before You Book
These are the most common concerns clients have before scheduling a review call.
You’re in Experienced Hands
Your books are handled with accuracy, confidentiality, and professional standards — not shortcuts.
Every engagement starts with clarity — not pressure. You’ll know exactly what’s needed before any work begins.
Ready for Clarity in Your QuickBooks?
Stop guessing and get expert direction. In just 30 minutes, you’ll know what’s wrong, what service you need, and exactly what it will take to fix it.
Typical turnaround: 7–14 business days once access is received.
Note: The 30-minute Review Call is for assessment and next-step recommendations only. Bookkeeping work begins after onboarding and agreement to scope.