Get your books back in order.
When QuickBooks is messy, incomplete, or months behind, we help correct the problems, bring the records current, and create a more dependable starting point for tax season or ongoing bookkeeping.
Fix the past so you can move forward with confidence.
It is common for bookkeeping to fall behind while a business owner focuses on the work that actually keeps the business moving.
Sometimes the books are simply several months behind. Other times accounts have never been reconciled, transactions were recorded inconsistently, or financial reports no longer make sense.
Cleanup and catch-up work is designed to identify those issues, correct them, and leave the file in a much more usable condition.
Cleanup work is built around the condition of your books.
No two cleanup projects look exactly the same. Depending on the file, we may work through:
- Months of missing or overdue bookkeeping
- Unreconciled bank and credit-card accounts
- Misclassified, duplicated, or uncategorized transactions
- Incorrect or unusual account balances
- Old clearing or suspense accounts
- Records that need attention before tax preparation
You do not need perfect books before asking for help.
This service is specifically for business owners who know the books need attention but are not sure how to untangle everything themselves.
Cleanup may be right for you if:
- You have fallen several months behind.
- Your bank balance and QuickBooks balance do not agree.
- Your reports contain numbers you do not trust.
- You are preparing for tax season and the books are not ready.
- You are changing bookkeepers and want a clean starting point.
Review. Correct. Catch up.
We work through the file methodically so the books are brought to a more reliable position.
Review the file
We identify missing activity, unreconciled accounts, questionable balances, and other problem areas.
Correct the issues
We address transaction coding, reconciliations, duplicate activity, and other cleanup items.
Bring the books current
We catch up the agreed period and leave you with a clearer accounting starting point.
Let’s figure out what your QuickBooks file needs.
Tell us how far behind the books are and what you need to be ready for.