Bookkeeping Cleanup Services

One Time QuickBooks Online Clean-up / Catch-up

We get it… life & running your business can get in the way and your books can fall behind. We offer this one time service to help you catch up. You might need this in order to file your taxes or apply for a line of credit, or you may just want to see how you actually did this year or last. Whatever the reason may be we do not judge, give us a call and we’ll help you get sorted out.

Typically this package would include most of the following:

⟡ Clearing out transactions downloaded from your bank/credit card that have not yet been categorized
⟡ Connecting your bank to download missing transactions
⟡ Journal Entries maybe needed to adjust loan balances and account for any interest accrued
⟡ Earmark all vendors in need of a 1099 for year end
⟡ Reconciling each month to ensure all transactions have been accounted for
⟡ Removing data that was put into QuickBooks Online that should not have been added
⟡ Utilizing outside apps/programs to get transactions into QuickBooks Online that cannot be downloaded from your bank (we an convert PDF stations to downloadable transactions

The cost of this service will depend on the amount of time your books are behind and the volume of work. This will require a review of your QuickBooks Online company.

Get Started!

Most of the clients start with the Diagnostic Review service

The diagnostic review process

Customized bookkeeping services include a diagnostic review for clients who are already using QuickBooks Online. The detailed analysis of your specific bookkeeping needs, enables you to obtain accurate pricing for our services. Using a comprehensive checklist, your bookkeeping is reviewed to identify areas that need improvement and to outline the necessary steps to enhance your accounting practices.

Once the analysis is complete, you get a detailed report summarizing our findings. You’re welcome to use this report independently, or you can let us handle the cleanup and catch-up process to bring your books in line with our recommendations.

Contact Us

Ready for confidence in your numbers?

Getting started is as easy as 1, 2, 3!

1

Free Zoom Consult

You’ll find out if our services are what you’re looking for. As you get to know us, you’ll gain insight into whether our approach aligns with your values and supports your long-term growth

2

Diagnostic Checkup

Get a clear view of your books and make confident decisions. Our 75-point review highlights what needs improvement for better accuracy and smoother operations. 

3

Build a Custom Solution

Select a bookkeeping plan that fits your needs, and let us handle the rest. Whether it’s a one-time cleanup or ongoing financial management, we’ve got you covered.

SCHEDULE A FREE CALL