Bank or credit card accounts that haven't been reconciled in months — or ever.
A controller-guided reset of your QuickBooks Online — reconciliations, structural cleanup, and a CPA-ready handoff. Scoped as a fixed-price project after a brief diagnostic call. Most ongoing engagements begin here.
Bank or credit card accounts that haven't been reconciled in months — or ever.
A chart of accounts that has grown to hundreds of categories nobody can navigate.
Negative balances, duplicate transactions, or numbers that don't match your bank statements.
Reports that don't tie out to what you can see in your own accounts.
A previous bookkeeper who left mid-year — or never quite caught up.
Your CPA is asking for the same workpapers every quarter and you can't produce them quickly.
Every cleanup is scoped after a diagnostic call. You'll know up front what's broken, what it'll take to fix, and what it'll cost — in writing, before any work begins.
A 30-minute call and short read-only access to your QuickBooks file. You receive a written diagnostic — what's clean, what's broken, what's structural, what's a one-time fix — and a fixed-price quote with a defined timeline.
Bank and credit-card reconciliations brought current. Duplicates and miscategorized transactions resolved. Chart of accounts redesigned for clarity and reporting. Payroll, sales tax, and inter-company entries mapped correctly.
A clean trial balance, reconciled accounts, and workpapers organized for your CPA or tax preparer. Documentation of decisions made and adjusting entries. A first clean month of reports to confirm the foundation holds.
Unreconciled or partially reconciled for months. Balances drift from statements.
All accounts reconciled through the most recent month-end. Statements tie out to the penny.
Grown to hundreds of categories, mislabeled, with duplicates. No reporting structure.
Restructured for clarity and reporting. Mapped to your industry, your CPA, and your tax structure.
Don't tie out. Numbers move when you re-run the report. Can't be sent to a lender or board.
Reliable P&L, balance sheet, and cash flow. Repeatable, defensible, lender-ready.
Tax season scramble. Repeated back-and-forth. Surprises at filing.
Organized workpaper package. Adjusting entries documented. Your CPA's job gets easier.
You manage cash from the bank balance. Decisions made on instinct.
You know what the business made, what it spent, and what's coming — on a standing rhythm.
Most cleanups land in the $1,500 – $9,000 range depending on scope, the number of entities, and how far behind the books are. You'll have a written quote before any work starts.
Most clients roll into an ongoing engagement once cleanup completes — but you're never obligated to. The diagnostic is a stand-alone deliverable.
Request a diagnostic →Most cleanups run 4–8 weeks from kickoff. Single-entity, single-year cleanups can wrap in three. Multi-entity or multi-year catch-ups stretch longer — the diagnostic gives you a real timeline before you commit.
Start with a diagnostic. Written quote, defined timeline, no obligation past that.
Request a diagnostic →