CLEANUP

Messy books don’t just create confusion—they can block sound decision-making and delay growth. Our cleanup service is designed to restore order, accuracy, and usability to your accounting system so you can move forward with confidence.

We provide transaction-level cleanup for QuickBooks Online (QBO) and Intuit Enterprise Suite (IES) accounts, applying structured, best-practice accounting methods and professional judgment shaped by years of hands-on experience across a wide range of cleanup scenarios.

Cleanup is ideal for:

Business owners who’ve fallen behind or have messy books
Business owners who want to transition into a subscription service

While we welcome CPA and EA referrals, all cleanup engagements require execution of the engagement letter by the business owner or authorized entity representative.

What Sets Our Cleanup Services Apart

Affordable, Fixed Pricing

Cleanup services are offered at a flat rate of $999 per entity, covering up to 24 months of historical data. No hourly billing, no surprise invoices—just clear, predictable pricing that makes professional cleanup accessible. This structure allows business owners to address past issues without committing to open-ended remediation costs.

Efficient Turnaround with Clear Expectations

Cleanup engagements are typically completed within 30 days, assuming requested information is provided in a timely manner. We use a structured workflow to move efficiently while maintaining accuracy and consistency. You’ll know what’s needed, when it’s needed, and what to expect at each stage.

Transaction-Level Cleanup—No Shortcuts

All cleanup work is performed at the transaction level by credentialed, advanced QuickBooks users. We do not rely on bulk journal entries or reconciliation accounts to balance your books. This approach preserves audit trails and ensures your financials can be reliably used for strategic decision-making,

Built for Accuracy and Future Efficiency

Cleanup isn’t just about fixing the past—it’s about setting up the future. As part of the process, we implement and optimize QuickBooks features to improve efficiency, accuracy, and workflow going forward. The result is not only clean books, but a system that works better for you and your business.

⭐ The $300 Diagnostic Review fee is credited toward the $999 Cleanup service. ⭐

✔️ What's Included

Review of existing QuickBooks file structure
Transaction-level correction and categorization (including reclassifying)
Bank, credit card, loan, and equity accounts reconciliation
Identification and resolution of common data issues
Chart of accounts review and cleanup
Validation of balances and key financial reports
System configuration improvements to support accuracy and efficiency

🚫 What's Not Included

Payroll tax filings
Sales tax filings or compliance corrections
Income tax preparation or amendments
Cleanup beyond the agreed historical period
Forensic accounting or fraud investigation
Reconstructing missing records without source documentation

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