Cleanup & Catch-Up
QuickBooks Cleanup
A messy QuickBooks file fixed right — by someone who knows the platform inside and out.
A messy QuickBooks file doesn't fix itself.
We see it all the time — a QuickBooks file that started out fine and slowly turned into a mess. Transactions coded to the wrong accounts, duplicates everywhere, months of unreconciled bank statements, a chart of accounts that looks like it was built by committee. The numbers don't add up and nobody's sure why.
We're a QuickBooks Online Gold Certified ProAdvisor firm. That means we know exactly where these files go wrong and exactly how to fix them. We go through the file systematically — account by account, period by period — until everything reconciles and the numbers you're looking at are actually correct.
When we're done, you get a clean file, a summary of what we found and fixed, and a clear starting point for ongoing bookkeeping — whether that's with us or someone else.
What's Included
- Chart of accounts review and restructuring
- Duplicate transaction identification and removal
- Bank and credit card reconciliation — all periods
- Opening balance corrections
- Vendor and customer list cleanup
- Summary report of what was found and what was fixed
Who This Is For
- Business owners who inherited a messy QuickBooks file
- Anyone whose books haven't been touched in months (or years)
- CPA firms with clients who show up at tax time with a disaster
- Owners who tried to DIY QuickBooks and know something is wrong
How it works
Scope call
We start with a short call so we can understand the situation — how far back the issues go, what software version you're on, and what the end goal is. We'll tell you what we'd recommend before we start.
File review and cleanup
We work through the file systematically — chart of accounts, transactions, reconciliations, and balances. We document what we find as we go so nothing gets missed.
Clean file + summary
You get a fully reconciled, organized QuickBooks file and a plain-language summary of what was wrong and what we fixed. From there, you have a clean slate to move forward.
Let's get your QuickBooks file sorted out.
Book a free consultation and we'll scope out what needs to be done — no obligation.
Or call us directly: 713-304-5754