When your books have fallen behind, transactions are miscategorized, accounts don't reconcile, or your reports don't look right, a QuickBooks cleanup can bring your records back into order..

I review, organize, and correct your QuickBooks Online records so your books are accurate, up to date, and easier to understand.

Whether you're a few months behind or need a more extensive catch-up bookkeeping project, I work through your records systematically to identify what's missing, incorrect, or inconsistent.

• Catching up on missing transactions 
• Correcting errors and miscategorized transactions 
• Identifying and clearing duplicate transactions 
• Reconciling bank and credit card accounts 
• Reviewing and organizing your Chart of Accounts 
• Correcting account balances and discrepancies 
• Generating clean, reliable financial reports 

Your reports are only as reliable as the information behind them. 

When your books are outdated or not properly maintained, it can be difficult to know how your business is really doing. Missing transactions, incorrect categorizations, and unreconciled accounts can affect your profit and loss, cash flow, tax preparation, and business decisions.

A proper QuickBooks cleanup gives you a reliable starting point. Once your records are accurate and organized, you have better insight into your finances and the confidence to move forward with accurate numbers.

You can only fix what you can see.
Clean, organized books give you the visibility you need to understand what's happening in your business.
 

A QuickBooks cleanup may be right for you if:

• Your bookkeeping is several months or years behind 
• Your QuickBooks balance doesn't match your bank or credit card statements 
• You have duplicate or incorrectly categorized transactions 
• Your reports don't look right or don't make sense 
• You have changed bookkeepers and want your records reviewed 
• You've been doing your own bookkeeping and need professional help getting everything in order 
• Tax time is approaching and your books need to be brought up to date 
• You simply don't feel confident that your QuickBooks records are accurate 

You don't have to wait until your books are completely overwhelmed.  Even if you're only a few months behind, catching up now can make it much easier to keep your books current going forward. 

I don't just enter transactions. I review your records as a whole to identify what is missing, incorrect, or inconsistent.

I work through your QuickBooks file systematically, reconcile your accounts, correct errors, organize your records, and make sure your reports accurately reflect your business activity.

The goal isn't simply to make your QuickBooks file look better. It's to create accurate, organized books that you can actually rely on. 

Once your books are clean, you have a solid foundation for:

• Ongoing bookkeeping 
• Tax preparation 
• Cash flow planning 
• Financial reporting 
• Better business decision-making 

If you need ongoing support after your cleanup, I can also help keep your books accurate and up to date through [monthly bookkeeping and account reconciliation services].

Whether you are a few months behind or need a full year—or more—of catch-up bookkeeping, I can review the scope of the work and determine the best approach.

Yes. I review your existing records, identify discrepancies and errors, and make the necessary corrections to bring your books into order.

Yes. I specialize in QuickBooks Online and can work directly with your existing company file.

Every business is different. The timeframe depends on the number of accounts, the volume of transactions, and how far behind your books are. After reviewing your file, I can give you a clearer idea of the work involved.

Absolutely. A cleanup can be the first step toward establishing an ongoing bookkeeping system that keeps your records accurate and up to date.

Don't let messy or outdated books keep you from knowing how your business is really doing.

Let's get your QuickBooks organized, reconciled, and ready to move forward.

Contact me for a QuickBooks Cleanup assessment.