New CPA, Fresh Start
Your accountant needs a solid foundation before they can do their thing. I'll clean up the file so the handoff goes smoothly and nobody's guessing at the numbers.
QuickBooks Cleanup & Catch-Up
Months (or years) of neglected books? No judgment, just a clear plan to untangle the mess and get your QuickBooks file back to a place you can trust.
You're Not the Only One
Life gets busy. You started handling your own books, then things piled up, and suddenly there are six months of uncategorized transactions staring at you from QuickBooks. Or maybe a previous bookkeeper left things in rough shape. Either way, this is exactly what I do, and there's nothing I haven't seen.
People reach out for cleanup for all sorts of reasons. A tax deadline is looming, a bank needs financial statements for a loan, or you just want to finally know if your business is actually profitable. Whatever brought you here, we'll get it sorted.
Here's How We Dig In
- Go back through months (or years) of transactions and sort everything into the right categories
- Fix mislabeled transactions and clean up any duplicates cluttering your reports
- Reconcile every bank and credit card account for all periods that are still open
- Pull in missing bank data and fill any gaps in your QuickBooks records
- Hand you financial statements that actually reflect reality, giving you reports you can rely on
Sound Familiar?
Bank Wants Financials
Applying for a loan or line of credit? Your Profit & Loss and Balance Sheet need to tell an accurate story, not one full of "Ask My Accountant" entries.
Tax Season Panic
Your CPA is waiting and your books are six months behind. I'll get everything caught up so your returns can actually get filed, without the last-minute chaos.
Making the Move to QBO
Leaving spreadsheets, Desktop, or another platform behind? I'll set up QuickBooks Online the right way and bring your historical data along for the ride.
One Price, No Surprises
Every cleanup is unique, so I'll give you a flat-rate quote after we look at the scope together: how far back we need to go, how many accounts are involved, and what kind of shape the file is in. Pricing is typically calculated based on a discounted monthly rate applied retroactively to the period being cleaned up. You'll know the cost before any work starts, and there won't be a surprise invoice at the end.
Once your books are in good shape, a lot of my clients roll right into monthly bookkeeping so things stay that way. Check out pricing or reach out to get the conversation started.
Let's Untangle Your Books
Grab a free consultation and we'll figure out exactly what your QuickBooks file needs, and then give you a flat price to make it happen.