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QuickBooks Cleanup & Repair

QUICKBOOKS CLEANUP & REPAIR SERVICES

Your QuickBooks is telling you lies. The P&L doesn't match reality. Transactions are uncategorized. Duplicates everywhere. Your CPA charges extra because they have to fix the books before filing. We fix all of it. Certified QuickBooks ProAdvisor based in Cranberry Township, PA.

$500 - $5,000+

Deliverables

WHAT YOU GET

Uncategorized transaction cleanup and proper categorization
Duplicate transaction identification and removal
Full account reconciliation for the entire cleanup period
Chart of accounts rebuild (most files have 200+ accounts when you need 30)
Misclassified transaction review to find hidden deductions
Broken bank feed reconnection and repair
Corrected P&L, Balance Sheet, and financial statements
QuickBooks rules and automation setup to keep books clean going forward

The Process

HOW IT WORKS

01

Free Assessment

Send us read-only access to your QuickBooks Online file. We'll review the current state of your books and tell you exactly what needs to be fixed. No cost, no commitment. You'll get an honest assessment and a clear scope of work within 48 hours.

02

Cleanup Plan

Based on the assessment, we build a prioritized cleanup plan. We'll tell you what we're fixing, how long it will take, and what it will cost. No surprises. You approve the plan before we touch anything.

03

Execute the Cleanup

We work through every month, every account, every transaction. Categorize what's uncategorized. Delete the duplicates. Rebuild the chart of accounts. Reconcile everything against your bank statements. Minimal involvement from you. We handle the heavy lifting.

04

Review and Handoff

Once the cleanup is complete, we walk you through the clean books. You'll get a summary of every fix we made, corrected financial statements for the full cleanup period, and a QuickBooks file you can actually trust. Your CPA will thank you.

The Impact

WHY IT MATTERS

Here's a real example of what cleanup looks like. A roofing contractor came to us 14 months behind. The QuickBooks file had 2,847 uncategorized transactions. We found $4,200 in duplicate entries that were inflating expenses. The chart of accounts had ballooned to 187 accounts when the business needed 34. We rebuilt the entire chart of accounts, reconciled every account for all 14 months, and properly categorized every transaction. The result? Over $12,000 in deductions that were hiding in misclassified accounts. Six-week turnaround. The contractor's CPA estimated more than $3,000 in tax savings that year alone. That's what clean books do. Most clients move to our monthly bookkeeping service after cleanup so they never fall behind again. But one-time cleanup is absolutely fine too. Either way, we'll set up QuickBooks rules and automation to keep things organized going forward. You'll actually be able to trust your P&L and make decisions based on real numbers instead of guesses.

Best Fit

IS THIS RIGHT FOR YOU?

You're 3 or more months behind on bookkeeping
Your CPA told you the books need to be cleaned up before they can file
You tried doing it yourself and it got away from you
A previous bookkeeper left your file in bad shape
Your P&L doesn't match what you know is happening in the business
You have a shoebox of receipts and no idea where to start

Common Questions

FREQUENTLY ASKED QUESTIONS

It depends on how far behind you are and how messy the file is. A few months of cleanup typically takes 1 to 2 weeks. A full year might take 3 to 4 weeks. Multi-year cleanups can take 6 weeks or more. We'll give you a realistic timeline during the free assessment so you know exactly what to expect.

Projects range from $500 for a few months of light cleanup to $5,000+ for multi-year rebuilds with heavy transaction volume. We provide a fixed quote after the free assessment. No hourly billing, no surprise invoices. You'll know the total cost before we start.

Yes. We use QuickBooks Online's built-in user permissions. You grant us accountant-level access through Intuit's secure system. We never ask for your login credentials. Your data stays in QuickBooks, protected by Intuit's security infrastructure. We can work with read-only access for the initial assessment.

We primarily work with QuickBooks Online, which is what we recommend for most businesses. If you're on QuickBooks Desktop, we can still help. In some cases, part of the cleanup includes migrating from Desktop to Online, which gives you better bank connections, automated rules, and remote access to your books.

You can. After cleanup, we'll set up rules and automations in QuickBooks to make ongoing bookkeeping easier. Some clients prefer to handle it themselves from there. Most clients end up moving to our monthly bookkeeping service because they'd rather spend their time running the business. No pressure either way.

GET YOUR FREE QUICKBOOKS ASSESSMENT

Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.

Book a Free Call