QuickBooks cleanup & catch-up

QuickBooks cleanup and catch-up bookkeeping

Behind on the books? It happens to almost every growing business. We sort out the backlog, fix what's wrong, and hand you a file your CPA can work with.

Get a free QuickBooks file review

Who it's for

Owners who are months (or years) behind
Businesses whose CPA has sent the file back
Anyone switching bookkeepers and unsure what they're inheriting

What's included

Review of your QuickBooks Online file and a written list of what's wrong
Bank and credit card reconciliations for every month in scope
Fixing duplicates, uncategorised transactions and old balances in Undeposited Funds, Opening Balance Equity and Ask My Accountant
Clean-up of the chart of accounts
Catch-up entry for missing months
A short handover note: what we changed and why

Price

Fixed price after we've looked at the file. No hourly surprises.

Get a free QuickBooks file review

How it works

  1. 01

    Free file review

    You give us read access to the file and we look it over at no cost.

  2. 02

    Fixed quote

    We send a fixed quote and a date.

  3. 03

    Cleanup

    We clean up, reconcile and send the handover note.

  4. 04

    Optional

    We keep it clean with monthly bookkeeping.

Common questions

As far as you need, as long as bank statements are available.

Yes, and we can move you to QuickBooks Online if that makes sense. See Software setup & migration.

We don't delete transactions without a reason, and everything we change is listed in the handover note.

Depends on months and volume. Typical range to fill We give you a date with the quote.

A little. We'll send one list of questions, not a drip of emails.

Yes. We can send the file and handover note straight to them.

Nothing, if you want to take it from there. Or we keep the books monthly.

Get a free QuickBooks file review

Tell us roughly how far behind you are. We'll reply within one business day with how to share read access.