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Project-based · QuickBooks ProAdvisor

QuickBooks Cleanup & Catch-Up Bookkeeping

Behind on your books? Reconciliations don’t tie out? Not sure your numbers are right? We find the problems, clean up your QuickBooks, bring everything current, and get your financials back on track.
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Signs you need a cleanup

If you're avoiding your books, there's probably a reason.

  • Your books are weeks or months behind
  • You've been putting off cleanup because you don't know where to start
  • Expenses are miscoded, duplicated, or stuck in “Uncategorized”
  • QuickBooks doesn't match your bank, credit cards, or other systems
  • Your reports don't look right, but you don't know where the problem is
  • Your bookkeeper left and you're unsure what was completed

What's included

A thorough cleanup, not a quick patch.

Catch-Up Bookkeeping

Missing months entered, categorized, and brought current so your books are complete.

Account Reconciliations

Bank, credit card, and loan accounts reconciled to statements so your balances match.

Chart of Accounts Cleanup

A streamlined, logical chart of accounts that keeps your books organized and makes your reports easier to understand.

Error Correction

Duplicate, miscoded, and uncategorized transactions identified and corrected.

Setup & Integrations

Bank feeds, rules, and connected apps configured to keep your bookkeeping accurate and efficient.

QuickBooks Training

Practical guidance for you or your team on keeping QuickBooks organized and your books current.

Business owners reviewing a QuickBooks dashboard on a laptop

What changes for you

A fresh start with numbers you can rely on.

When the cleanup is complete, you’ll have accurate, current financials and the option to keep them that way.
  • Financial statements you can rely on when making business decisions
  • CPA-ready books with fewer surprises at tax time
  • A clean starting point for ongoing monthly bookkeeping

How it works

From behind to back on track.

01

Free Consultation

A 15-minute conversation about your books, your goals, and the right next step.

02

Clear Cleanup Scope

You get a defined project scope, so you know exactly what will be done.

03

Clean & Current

Your books are caught up, reconciled, and ready for reliable reporting, with ongoing support available to keep them current.

We clean up books for

Every industry we serve.

QuickBooks Cleanup FAQ

Every cleanup is different. Timing depends on how many months are behind, transaction volume, and the number of accounts involved.
We work with books that are a few months behind or more than a year behind. We’ll help determine where to start and prioritize the financial information your CPA, lender, or business needs.
Yes. QuickBooks is our specialty, and we work with both QuickBooks Online and QuickBooks Desktop. We’ll confirm your version during the free consultation and discuss whether staying with your current version or migrating makes sense for your business.
You decide what comes next. You can take over the bookkeeping yourself, or we can keep your books current through ongoing monthly bookkeeping, accounting, or advisory services.

Free · 15 minutes · No obligation

Find out what your numbers are really telling you.

Book a free 15-minute consultation. We’ll look at how your books are set up, what needs attention, and whether we’re the right fit.
Book Your Free Consultation
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