QuickBooks Cleanup & Catch-Up
Behind on your books or inherited a mess? I bring your QuickBooks Online or Xero file up to date, accurate and ready for your CPA.
Get Your QuoteSound familiar?
Months behind
Bank accounts were never reconciled and transactions pile up.
Uncategorized mess
Hundreds of items sit in uncategorized or ask-my-accountant accounts.
Wrong balances
Undeposited Funds, A/R and A/P do not match reality.
Tax deadline coming
Your CPA is waiting on books that are not ready.
How it works
Free review
I look at your file and tell you what is wrong and what it will take.
Fixed quote
You approve a clear scope and price before I start.
Cleanup
I reconcile, correct and organize your books, month by month.
Handover
You get clean books, reconciliation reports and a summary of what changed.
What is included
Cleanup covers
- Every bank and credit-card account reconciled back to the start date
- Uncategorized and suspense items cleared and properly coded
- Undeposited Funds, accounts receivable and payable corrected
- Duplicates, misposted entries and wrong dates fixed
- Chart of accounts tidied so reports make sense
- A summary of what was fixed and any open questions for you or your CPA
How pricing works
One-time projects are quoted by scope, so you pay for what your books actually need.
Free review
Tell me about your books. I look at them and explain what needs to be done.
Fixed quote
You get a clear quote based on scope, such as months, accounts and transaction volume.
You approve first
No work begins until you approve the quote.
Quotes are based on the number of months, accounts and transactions involved. Tell me about your books and I will send you a quote.
What it costs
Enter your details and see the price for your own business.
Your price depends on the size of your books. Get your own estimate in seconds, then I confirm the final quote in writing before any work starts.
Get Your QuoteReady to catch up your books?
Tell me about your books and get a free review, with no cost and no commitment.
Get Your Quote