A QuickBooks file you can finally trust.
Cleanup is finite work with a defined end: bring the history into a state you can rely on, then keep it that way.
Work with us
Find out what is actually wrong
Before anything is corrected, the file is assessed. That accounts have never reconciled. That is where the opening balances came from, what is sitting in Ask My Accountant, and how far back the problem goes.
Reconcile the history
Accounts are reconciled period by period back to the point where the numbers were last right. Undeposited funds, duplicate transactions, and unmatched deposits are the usual culprits.
Rebuild the chart of accounts
Accounts merged, renamed, and restructured so reports roll up properly. Direct costs separated from operating expense. That is the error that most often makes gross margin meaningless.
Close it and keep it closed
Periods are closed and locked, a close process is put in place, and the file stops drifting back to where it started.
Questions we get asked
How long does a cleanup take?
It depends on how many months are affected, transaction volume, and how many accounts have never reconciled. The assessment comes first so the scope is known before work starts.
How much does it cost?
Cleanup is quoted separately from ongoing work as a one-time fee, after the file has been assessed.
How far back do you go?
Usually to the last point the books were reliable, or to the start of the current fiscal year at minimum. Further back if a lender, buyer, or auditor needs it.
Will our CPA need to amend anything?
Sometimes. If a cleanup changes a period already filed, we document each change and provide the corrected records and the explanation.
Where to next
Want the books off your plate?
Book a short call, and we'll give you an expert view of your situation.
Free Consult →Where we work
Remote across every state, with pages for the markets we see most: Washington, DC · Charleston · Atlanta · Dallas–Fort Worth · Chicago · New York · Denver · Seattle. Indianapolis · See all locations.
Not sure which one you need?
The decision guide starts from the symptom and ends at the role, with the revenue band each one usually sits behind. Work through it.