Fixed-scope pricing after a free review of your file
Works with QuickBooks Online and Desktop
Direct transition into ongoing monthly bookkeeping
Books fall behind, and the risk compounds
Books fall behind for all kinds of reasons, a bookkeeper who left, a busy season that took priority, or bookkeeping that was never quite set up correctly in the first place. Whatever the cause, the result is the same: transactions that are miscategorized or missing, accounts that haven't been reconciled in months, and financial reports you can't rely on.
The longer inaccurate books go unaddressed, the harder, and more expensive, they become to fix, and the more risk you carry into tax season, loan applications, or any decision that depends on knowing your real financial position.
You can't make good decisions on bad data
Inaccurate books don't just create a tax-season headache, they hide real problems like shrinking margins, unpaid invoices, or cash flow gaps until it's too late to act on them.
A proper cleanup resets the foundation, so every report going forward is something you can actually trust.
Clear scope. Real results.
Know exactly what the cleanup covers, and what changes once your QuickBooks file is current again.
What's Included
- Full review of your QuickBooks file and transaction history
- Bank and credit card reconciliation for all outstanding periods
- Correction of miscategorized or duplicate transactions
- Chart of accounts cleanup and reorganization
- Reconciliation of accounts payable and accounts receivable
- Payroll transaction review and correction
- A clear summary of what was found and fixed
Benefits
- Walk away with books that are accurate, reconciled, and audit-ready
- Get a true picture of your financial position for the first time in months, or years
- Reduce your risk heading into tax filing or a loan application
- Set a clean foundation for ongoing monthly bookkeeping
Built for owners ready to reset their books
If your QuickBooks file has drifted out of trust, this cleanup is designed for you.
Business owners who know their books are behind or inaccurate
Companies switching bookkeepers or accountants
Businesses preparing for a loan, sale, or tax filing with unreliable books
Anyone who hasn't reconciled accounts in several months or longer
From messy file to a clean foundation
Four clear steps from first look to a file you can trust again.
Request an assessment
We take a first look at your QuickBooks file to understand the scope of the cleanup.
Receive a fixed-scope plan
You'll know exactly what's included and what it costs before we start.
We clean up your books
Reconciliations, corrections, and chart of accounts work happen behind the scenes.
Review and transition
We walk you through what was fixed, then transition you into ongoing monthly bookkeeping if you choose to continue.
Why choose us for QuickBooks cleanup
Cleanup done with clarity, fixed scope, and a path forward, not just a temporary patch.
Specialized experience cleaning up neglected and multi-year-behind QuickBooks files
Fixed-scope pricing determined after we've actually looked at your books
A clear explanation of what was wrong and what we fixed, no jargon
A direct, seamless path into ongoing monthly bookkeeping once your books are current
Frequently asked questions
Straight answers about cleanup scope, timing, and what happens next.
How far behind can my books be for a cleanup?
We regularly clean up books that are anywhere from a few months to several years behind. The scope and cost depend on how much needs to be corrected.
How long does a QuickBooks cleanup take?
It depends on the size of your business and how far behind your books are, but most cleanups are completed within a few weeks.
Will I need to switch to monthly bookkeeping afterward?
It's not required, but most clients choose to continue with ongoing monthly bookkeeping to keep their books from falling behind again.
Do you work with QuickBooks Desktop as well as QuickBooks Online?
Yes, our team supports both versions.
Related services
Continue into the services that commonly follow a cleanup.
Get Your Books Back on Track
Request an assessment and find out exactly what it will take to get your QuickBooks file cleaned up.
Request an Assessment