If you’re behind on reconciling accounts, your financial reports don’t make sense, or your bank balance doesn’t match QuickBooks, chances are you need a clean-up. If your CPA has ever told you your books are “a mess,” that’s a sign too.

We review and fix inaccurate data, reconcile accounts, correct miscategorized transactions, clean up your chart of accounts, eliminate duplicates, and prepare your books for tax filing or ongoing bookkeeping.​

We can go back as many years as needed. Most clients need 6–24 months of clean-up, but we’ve handled projects spanning several years.

Most clean-ups are completed in 2–4 weeks, depending on how far behind you are and how complex your data is.

Just a QuickBooks Online login (we’ll guide you through sharing access) and a short onboarding form. No long meetings or paperwork.​

Yes! Most of our clients started with a clean-up and then chose to have us maintain their books monthly so they never fall behind again.​

Clean-up is a one-time service. No long-term commitment required. You can add ongoing support if and when you’re ready.