QuickBooks Cleanup Service
If your QuickBooks file hasn’t been updated in months, your bank balances do not match, or your Profit & Loss report does not make sense, a cleanup review can restore order and give you numbers you can actually trust.
Most Clients come to me 3-12 months behind - I'll review your situation, identify what needs fixing, and help get your books caught up so you can move forward with confidence.
Who This Service is For
QuickBooks Cleanup is a strong fit if:
✅Your books are months behind
✅Your ban or credit card accounts have not been reconciled
✅You have duplicate, missing, or uncategorized transactions
✅Your Profit & Loss report does not look accurate
✅Personal & business expenses are mixed together
✅You need clean records before tax filing or monthly bookkeeping
Best for freelancers, contractors, single-member LLCs, Schedule C filers, and small businesses using QuickBooks, Excel or mixed records
Does your QuickBooks File Feel Out of Control?
If any of these sound familiar, cleanup is likely the first step
❌Months of transactions have not been entered or categorized
❌Bank balances in QuickBooks do not match your statements
❌Income or expenses are duplicated, missing or misclassified
❌Personal and business transactions are mixed together
❌You are not sure whether your books are ready for tax filing
Professional Cleanup Tailored for You
Cleanup is not just data entry. It is a review, correction, and reconstruction process designed to make your books accurate and usable again.
✅Reconstruct Missing Period
I help rebuild incomplete months so your records reflect the full financial picture.
✅Reconcile Bank & Credit Card Accounts: I match transactions to statements so balances are accurate and reports are reliable.
✅Correct Misclassified Transactions I review expense categories, duplicate entries, uncategorized items, and posting errors.
✅Separate Business and Personal Activity If personal and business transactions are mixed, I help identify and clean up the records properly.
✅Prepare Tax-Ready Reports The goal is a clean Profit & Loss report and organized records your tax preparer can work with.
Simple Cleanup Pricing
Starting at $75 /hour
Most small cleanup projects fall between $300 and $600, depending on how far behind the books are, the number of accounts, transaction volume, and whether prior reconciliations need to be corrected.
Expertise You Can Count On
With over 30 years of professional accounting experience, I understand how messy records happen - and how to rebuild them into something useful.
✅Confidential & Secure Your financial information is handled with privacy, professionalism, and care.
✅Small Business Focused I work with freelancers, contractors, single-member LLCs, Schedule C filers, and small service businesses.
✅Cleanup Before Ongoing Support If your books are behind, cleanup creates the foundation needed before monthly bookkeeping can work properly.
✅Tax-Ready Results The goal is to help you move from disorganized records to clear reports that support tax filing and better business decisions.
👉Request Your Cleanup Review
"Not sure how far behind you are? No problem - Send a short message describing what system you use, how many months are you behind, and what feels off with your records.
For security reasons, please do not submit Social Security numbers, bank information, tax documents, or financial documents through this form. Secure upload instructions are provided after review.