QuickBooks Online Cleanup

If your file feels tangled—miscategorized expenses, unreconciled accounts, or duplicate entries—we’ll fix it and put controls in place so it stays clean.

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What’s Included:

• Reconcile bank, credit card, and loan accounts
• Correct miscodings and duplicate entries
• Clean up AR/AP, undeposited funds, and inventory where applicable
• Chart of accounts repair and mapping
• Deliver a clean starting point for ongoing bookkeeping

Who It's For:

Businesses with backlog, errors, or prior-year issues—especially before tax time or financing.

How We Work / Next Steps:

We assess prior periods, phase the work, and prioritize quick wins. You receive clean reports, a summary of corrections, and a plan to stay current.

FAQs:

How far back can you clean the books?

As far as needed. We scope by months/years and phase the work for momentum.

Will you coordinate with my CPA?

Yes. We provide clean reports, workpapers if needed, and responses to questions.

Can you fix undeposited funds and AR/AP imbalances?

Yes. We match, clear, and adjust appropriately so balances are accurate.

Do you migrate Desktop to QuickBooks Online?

We can plan and execute a migration path if that’s part of the cleanup.

How is cleanup priced?

Fixed-fee phases based on months and complexity—agreed before we start.

Reset your books with confidence. Clean books, clear decisions.

We fix errors, reconcile accounts, and deliver tax-ready reports you can trust.