If your QuickBooks file has drifted, you’re not the first. Transactions pile up unorganized, accounts stop reconciling, and at some point nobody trusts the numbers enough to use them.
We’ll go through the file, fix what’s wrong, and hand you back books you can actually rely on.
Most files don’t break all at once. They drift, and the problems only show up when you need a number in a hurry.
Accounts haven't been reconciled in months, so the balance on screen isn't the balance you have.
Transactions came in through the bank feed and nobody sorted them, so your reports don't mean anything.
The same expense shows up twice, or there are journal entries nobody can explain.
Someone started a cleanup, got partway, and handed you a file in worse shape than before.
Your accountant asks for a number and it takes a week to find it.
The file's there, you're paying for it, and you haven't looked at a report in months.
Any one of these is fixable. We start by finding out how far off the file actually is, before anyone quotes you anything.
A cleanup isn’t just re-categorizing a few transactions. It’s getting the file to a point where every balance can be traced back to something real.
We work through your bank, credit card, and loan accounts until what's in QuickBooks matches what actually happened. That's the part everything else depends on.
Uncategorized entries get sorted, duplicates come out, and your chart of accounts gets tightened up so your reports read the way your business actually works.
Because the same firm handles your return, the cleanup is done to the standard the return needs. You're not paying twice to have the same file fixed again in March.
We get access to the file and see how far back the problems go and what’s driving them.
You know what needs to be done and exactly what it will cost. No open-ended hourly billing or surprise fees.
Accounts reconciled, transactions categorized, duplicates removed, deposits matched, chart of accounts formatted.
We walk you through what changed, what your numbers actually say now, and how to keep it this way.
If you’re setting QuickBooks up for the first time, or moving over from spreadsheets or another system, we’ll build the file properly at the start. Chart of accounts, opening balances, bank feeds, and the reports you’ll actually want to look at.
Getting it right on day one is a lot cheaper than a cleanup two years later.
A cleanup is a one-time job. Staying clean is a habit, and it’s the part most owners can’t keep up on their own once the busy season hits.
We reconcile and categorize every month, so the file never drifts back to where it was.
When you're not sure how to record something, you send us a message instead of guessing. We're glad when clients call.
For most clients this sits inside the same accounting and tax package, so it's not another separate bill to track.
A short checklist you can run against your own file to see how bad it actually is. Ten minutes, no login, and you’ll know whether you need us.
The file gets cleaned to the standard a tax return needs, by the people who'll be filing it.
We scope the work and quote it before starting, so a cleanup doesn't turn open ended.
Phone and email, a named person, and no chasing. That's the thing clients say they were missing before.
Send us the file, we’ll tell you what’s wrong with it and what it takes to fix. Then you decide.
