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QuickBooks Status
After cleanup
$360
One Time Full Year Cleanup
Result
Bank balance
Tax-ready file
“Before: 2 months of stress. After: handed a clean file to my CPA same week.” — Jason M., Texas
Every bank account and credit card is matched to your actual statements, month by month, going back as far as needed. If your QuickBooks balance does not match your bank balance, we find exactly why and correct it. Unreconciled accounts are the most common reason CPAs charge extra cleanup fees.
Automated bank feeds in QuickBooks are convenient but not accurate. They guess categories based on merchant names, and they guess wrong more often than most business owners realize. A laptop purchased at Best Buy might be logged as "Office Supplies" when it should be a depreciable fixed asset. Over a year, those errors add up to thousands of dollars in misstated expenses. We review and correct every transaction manually.
Duplicate entries inflate your income and expense figures and make your reports unreliable. They often appear when bank feeds sync with imported statements at the same time. We identify every duplicate, verify it against your source documents, and remove it cleanly without disrupting your records.
A bloated or disorganized chart of accounts produces financial reports that nobody can read. We restructure yours so that your Profit and Loss and Balance Sheet actually reflect how your business operates. Your accountant will notice the difference immediately.
If you have outstanding invoices that were never matched to payments, or bills that appear open even though they were paid, your A/R and A/P balances are wrong. We trace every open item and close it correctly so your aging reports are accurate.
To get your books back on track and audit-ready, we’ll need:
Pay once for your full year cleanup. No monthly fees, no hidden charges.
Solo operators & freelancers with simple books
Growing businesses with multiple accounts
Messy A/R, A/P & complex multi-account books
Book a free 15-min call. Your bookkeeper reviews your file live and gives you an honest price on the spot — no pressure.
These two terms sound similar, but they describe different problems.
Not sure which one applies to you? Book a free 15-minute call. Our bookkeeper reviews your QuickBooks file and tells you exactly what you are dealing with before you commit to anything.
Solo operators & freelancers with simple books
Growing businesses with multiple accounts
Messy A/R, A/P & complex multi-account books
We don’t drag our feet. We turn months of messy backlog into a clean set of books in as little as 5–7 days.
Our team consists of Intuit-certified experts who know the "back end" of QuickBooks better than anyone.
We don't just categorize; we reconcile every penny so your tax professional can file without asking a single question.
We dig deep to find duplicate entries, ghost bank transfers, and old errors that are skewing your true profit.
We fix historical errors, reconcile old bank statements, and clean up “uncategorized” entries to ensure your books are 100% accurate.
Most cleanup projects are completed within 5–7 business days, depending on how many months or years of backlog you have.
Yes. We deliver a clean P&L and Balance Sheet so your tax professional can file without any delays or additional “messy books” fees.
This is a one-time service fee. Once your books are clean, we can discuss moving you to a monthly plan to keep them that way.
No. We use secure, read-only accountant access within QuickBooks. Your sensitive login credentials stay private.
We can clean up QuickBooks records going back as many years as your file contains. We have worked on files with three or more years of unreconciled accounts and missing entries. The scope and pricing are confirmed on your free call before work begins.
No. This service is specifically for QuickBooks Online. If you are currently using QuickBooks Desktop, Xero, Wave, or another platform, our monthly bookkeeping service covers those tools. The cleanup service is QuickBooks-specific.
Once your books are clean, you have two options. You can take over and maintain them yourself, or move to our monthly bookkeeping service starting at $149 per month. Most clients choose monthly bookkeeping after cleanup so the same issues do not return. We make the transition seamless with no setup fee.
Registered Agent Service + Virtual Mailing/Business Address: $69 per year
State Annual Report Fees: Varies by state
