I specialize in QuickBooks Online cleanups for small businesses
If your QuickBooks file has unreconciled accounts, misclassified transactions, duplicate activity, or balances that just don’t look right, I’ll review, correct, and reconcile your books so you can trust your numbers and head into tax season with confidence.
Every cleanup starts with a Diagnostic Review and detailed report so we can get to the root of what’s wrong before we begin making corrections.
You’re using spreadsheets and feel out of your depth.
Your income or expenses look off in reports.
Transactions are miscategorized, or you’re unsure where things belong.
Signs You Need a Bookkeeping Cleanup
You haven’t reconciled your accounts in months.
Your tax preparer mentioned issues with your books last year.
You’re stressed about year-end deadlines and don’t know where to start.
You don’t fully trust the numbers in your financial reports.
Payroll or sales tax liabilities don’t match what you expect.
Duplicate transactions may be overstating income or expenses.
Signs You Need a Bookkeeping Cleanup
Accounts Receivable or Accounts Payable include old balances that don’t make sense.
Undeposited Funds has a large or outdated balance.
Old transactions are still sitting uncleared in bank or credit card accounts.
Your Balance Sheet has negative or unusual balances.
Loans or credit cards don’t match the actual balances owed.
Owner contributions, draws, or distributions may be classified incorrectly.
What Happens During a QuickBooks Cleanup?
Account Reconciliation
Matching your bank, credit card, loan, and merchant accounts to your statements so every balance is accurate.
Transaction Categorization
Properly classifying income, expenses, assets, and transfers for reliable reporting (and fewer headaches for tax season).
A QuickBooks cleanup involves reviewing, organizing, and correcting your bookkeeping and financial records. It’s like giving your books a deep clean—resolving errors, categorizing transactions, reconciling accounts, and making sure everything is accurate and compliant.
Here’s what an accounting cleanup typically includes:
Error Correction
Fixing duplicates, missing entries, journal entry mistakes, and misclassified expenses so nothing distorts your numbers.
Clarity & Peace of Mind
Giving you a full, accurate picture of your finances so you know exactly where your business stands (and can plan your next steps).
Tax Return Alignment
Reviewing your last filed tax return and bringing your books into alignment, ensuring your financials tell a consistent story.
Uncovering Gaps
Identifying issues like undeposited funds, outdated chart of accounts, or “Ask My Accountant” balances that hide the true picture.
Tax Readiness
Delivering books that are clean, accurate, and ready to hand off to your CPA—without the last-minute scramble.
No. The Diagnostic Review gives you a clear picture of where your books stand along with our recommendations. From there, you can decide whether you’d like to move forward with cleanup, monthly bookkeeping, both, or neither.
DO I HAVE TO MOVE FORWARD WITH THE RECOMMENDED WORK?
You’ll receive a detailed report showing what we found, why it matters, and what we recommend addressing. We’ll also include proposals for any recommended cleanup work and ongoing monthly bookkeeping, so you have a clear path forward based on what your books actually need.
WHAT HAPPENS AFTER THE DIAGNOSTIC REVIEW?
Diagnostic Reviews typically range from $300 to $600, depending on the size and complexity of your QuickBooks file. If you move forward with cleanup work, the full cost of your Diagnostic Review is applied toward your cleanup project.
HOW MUCH DOES A DIAGNOSTIC REVIEW COST?
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