QuickBooks Cleanup & Catch-Up Bookkeeping
Fix the Past. Get Accurate Books. Move Forward with Confidence.
Behind, mixed with personal spending, or full of errors? We fix the past so you can finally trust your numbers.
Free 15-minute call. Reply within 1 business day.QuickBooks Cleanup & Catch-Up, in plain terms
A fixed price first
Send us your statements. You get the quote in writing before any work starts.
Books that match your statements
Accounts reconciled, categories corrected, duplicates and gaps fixed.
A clean handover
Continue with monthly bookkeeping or hand the books to your CPA.
If your QuickBooks file is messy, outdated, or full of errors, a cleanup can save you time, reduce stress, and give you a clear picture of where your business really stands. We review your historical transactions, correct categories, reconcile your accounts, and organize your books so you can move forward with accurate and reliable financial records.
What's included
- Review and correct miscategorized transactions
- Reconcile bank and credit card accounts
- Fix duplicate, missing, or incorrect entries
- Organize vendors, customers, and Chart of Accounts
- Clean up prior months or years of data
- Adjust accounting entries for accuracy
- Investigate unclear or unusual transactions
- Ensure accounts match with statements
- Clean up and organize supporting documentation
- Resolve issues with A/R and A/P (if applicable)
- Prepare your books for ongoing monthly bookkeeping and tax readiness
- Provide a clear and clean financial history
Who this service is for
- Businesses with messy or outdated QuickBooks files
- Businesses that haven't updated their books for several months or years
- Business owners who are unsure if their books are accurate
- Businesses preparing for tax season
- Business owners who want clean, organized books before starting ongoing monthly bookkeeping
Probably not the right fit if
- Books already current? You probably need Monthly Bookkeeping instead.
- Not sure how far behind you are? Take the 2-minute checklist.
From first call to finished work
Provide access to your QuickBooks file and any relevant documents.
We analyze your data, correct errors, and reconcile your accounts.
Receive clean, accurate, and organized financial records.
Continue with ongoing bookkeeping or get your books CPA-ready.
What we need from you
- A user invite to your QuickBooks file
- Bank and credit card statements for the months to fix
- Any notes or questions you already have about the mess
Your data stays yours. How we keep your data safe
Ready to talk it through?
A free 15-minute call. We look at where your books stand and tell you what you need. No obligation.
Book a Free ConsultationReply within 1 business day