QuickBooks Cleanup and Catch-Up

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QuickBooks Cleaning & Catch-Up

Restore accuracy, fix errors, and bring your books up to date — fast

If your QuickBooks file is months (or years) behind, full of errors, or generating unreliable financial reports, you’re not alone. As a Certified QuickBooks ProAdvisor and Public Finance Accountant, I specialize in repairing, reconciling, and reorganizing messy QuickBooks files so business owners can make decisions with confidence.

Whether your books were self-managed, misclassified, or neglected due to a staffing issue — I’ll bring everything current, accurate, and audit-ready.

What this service includes

Complete File Diagnosis & Error Review

Full review of your QuickBooks Online file

Identification of duplicates, misclassifications, and past reconciliation issues

Assessment of opening balances, retained earnings, and chart of accounts accuracy

Cleanup & Catch-Up Work

Removal of duplicate or erroneous transactions

Reclassification of income, expenses, assets, and liabilities

Fixing opening balance discrepancies

Restoring accurate retained earnings

Correcting vendor, customer, and product/service mapping

Catch-up reconciliation for prior months or years

Rebuilding missing data (bank, credit card, expenses, invoices)

Final Cleanup Report

You receive a detailed Cleanup Summary Report that includes:

All corrections made

Accounts impacted

Before & after financial accuracy comparison

Recommendations to prevent future issues

Why Cleanup and Catch-Up Matters

Messy books affect more than just your bookkeeping — they disrupt your entire business.

Cleanup helps you:

Restore accuracy in Profit & Loss & Balance Sheet

Prepare proper tax filings

Avoid CPA delays and penalties

Make confident decisions based on real numbers

Strengthen cash flow visibility

Ensure smooth year-end financial reporting

Bad data leads to bad decisions. Cleanup ensures your QuickBooks tells the truth.

$ Pricing

Starting at $300 (project-based)

Final price depends on:

Number of months needing cleanup

Level of errors

Number of accounts to reconcile

Missing or unreconciled transactions

Complexity of business workflow

➡ Every project receives a detailed assessment before booking.

🕒Before You Purchase

Cleanup projects vary widely in scope.

Please book a free consultation first — we’ll assess your file, review the issues, and provide a tailored project estimate.

🛡️Our Satisfaction Guarantee & Ongoing Support

Your cleanup will be:

Accurate

Documented

Done according to accounting best practices

Fully reconciled

Ready for CPA review or tax filing

If something isn’t corrected as promised, I fix it at no additional cost.

How Our QuickBooks Cleanup Works

We make getting started with QuickBooks simple and stress-free. Here’s what happens after you book your session:

Free Consultation & File Access

We review your current QuickBooks file, discuss known issues, and identify what’s missing.

Complete Diagnostic Review

We design a session outline based on your version (Essentials, Plus, or Advanced) and business type.

Cleanup & Reconciliation

We correct errors, remove duplicates, rebuild balances, reclassify transactions, and bring everything up-to-date.

Final Review & Cleanup Report

You’ll receive a full summary of corrections along with a walkthrough session.

Optional Ongoing Monthly Bookkeeping

To prevent your file from becoming messy again, monthly bookkeeping and reconciliation plans are available.

Why Choose Us

We offer expert financial consulting and strategic accounting solutions tailored for small and growing businesses. Specializing in software training, setup, and robust financial guidance, our certified professionals bring years of real-world experience. Choose us to empower your team with the tools and confidence needed for accurate reporting and sustainable business growth.

What makes us different

Certified QuickBooks Expertise

Trained and Certified by Intuit as a QuickBooks ProAdvisor — with over 15 years of accounting and training experience.

Industry-Specific Guidance

We understand the unique QuickBooks needs of retail, construction, nonprofit, e-commerce, and service-based businesses.

Accurate, Audit-Ready Financials

Every cleanup is done according to strict accounting standards — ensuring your numbers match bank records and CPA expectations.

Bespoke Setup

We don’t use one-size-fits-all templates — every setup is tailored to your industry, workflow, and reporting needs.

Secure Data Handling

You never need to share full login credentials; work is performed through secure accountant access and industry-standard practices.

Trusted by 200+ Businesses

Our clients across the USA, UK & Canada rely on us for ongoing QuickBooks education and support.

Guaranteed Satisfaction and Support

If you’re not 100% satisfied with the training session, we’ll provide an additional 30 minutes of support — free of charge.

Ongoing Options

If you prefer ongoing bookkeeping, training, or report customizations, we offer flexible monthly plans and hourly support.

Fast, Reliable Turnaround

Most cleanup projects are completed in 3–10 business days, depending on severity.

The Result: Your Team, Empowered

A confident, capable team—managing QuickBooks efficiently, saving hours every week, and keeping your books accurate and reliable year-round.

Testimonial