Months are unreconciled
Bank or credit-card activity has not been matched and closed out.
QuickBooks cleanup
Fix the file that keeps slowing you down.
When QuickBooks is behind, inconsistent, or simply hard to trust, we find the source of the problem and rebuild the books on a cleaner foundation.
Clarity starts hereUnderstand the problem before paying for the solution.
Our focused diagnostic gives you a written roadmap and a practical next step.
Common warning signs
Messy books rarely mean just one thing.
Most cleanup projects involve a chain of small problems. The right approach traces them to the source instead of layering on another quick correction.
Balances look wrong
Cash, loans, receivables, or equity do not match what you know is true.
Categories are inconsistent
The same expenses appear in several places and reports are hard to compare.
Old issues keep returning
Past corrections were never fully resolved or documented.
Cleanup scope
What we review and repair.
Every file is different. Your diagnostic identifies the work your books actually need, and your cleanup scope is built from those findings.
No unnecessary reset. We preserve sound work and focus attention where it matters.
Bank and credit-card reconciliations
Duplicate, uncategorized, and misposted transactions
Opening balances and historical account issues
Chart-of-accounts organization
Loan, payroll, and sales-tax account review
Accounts receivable and payable review
Balance-sheet reasonableness checks
Closing reports and written notes
What you receive
A cleaner file and a clearer record of the work.
Reconciled accounts
Completed through the agreed cleanup period, with remaining exceptions identified.
Corrected reporting
A refreshed profit and loss, balance sheet, and general ledger you can review.
Closing notes
A practical summary of what changed, what needs monitoring, and what comes next.
Quick answers
QuickBooks cleanup FAQ
Not sure whether your file needs a tune-up or a deeper repair? The diagnostic is designed to answer that first.
How long does a cleanup take?
Timing depends on how many months and accounts are involved, the condition of the file, and access to supporting documents. After the diagnostic, you receive a clearer scope and expected timeline.
Will I keep my existing QuickBooks file?
In most cases, yes. We work carefully within the existing file and preserve sound historical work. If a different approach is warranted, we explain why before work begins.
Do you provide ongoing bookkeeping?
The immediate focus is cleanup and reliable financials. If ongoing support is appropriate after cleanup, we can discuss the right next-step arrangement.
A low-risk first step
Get the $49 diagnostic Before you pay for cleanup, know what needs fixing.
Start small. We’ll review the file, identify the priority issues, and give you a clear written roadmap for $49.