QuickBooks Cleanup & Catch-Up Bookkeeping

Sound like you?

The usual reasons people call us

You are months or years behind and a tax deadline is coming

Your CPA sent the file back and asked you to fix it

You switched software and the migration went sideways

Your bookkeeper quit, retired or stopped answering calls

You are being audited, or your workers' comp carrier wants records

Personal and business spending got mixed together

Your bank balance and your QuickBooks balance do not match, and have not for a while

You are applying for a loan or an SBA line and need real financials

Payroll was run outside the system and never recorded

You have hundreds of uncategorized transactions

You are selling the business and the buyer wants three clean years

You inherited the books from a partner or family member

How cleanup works

Quoted by engagement, agreed before we start

The reason people put this off is fear of an open-ended bill. So we do not give you one. Every cleanup is scoped and quoted as a single engagement after a free review of your file. One number, in writing, before any work begins. No hourly meter.

Free file review

Give us read-only access. We will tell you how bad it actually is, which is usually better than you feared.

Engagement quote

One number for the whole cleanup, in writing, before any work starts. Scoped to your periods and complexity.

We rebuild

Reconcile every account, recategorize, fix the chart of accounts, untangle owner draws, record missing payroll, tie out balances.

Handover

Clean statements for every period, a summary of what we found and fixed, and a package your CPA can file from.

What we find most often

Owner draws booked as expenses, which overstates costs
and understates profit

Transfers double-counted as both income and expense

Sales tax collected sitting in revenue instead of a liability

Payroll recorded as a lump sum with no split between wages,
taxes and employer burden

Unreconciled accounts going back years, so no balance can be
trusted

Then we keep it that way

Cleanup is a one-time job. Most clients roll straight into a monthly plan afterwards so it never happens again, but there is no obligation to.
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If you would rather take the clean file and run it yourself, we will set you up properly and show you how. We would rather do that than have you back here in eighteen months.

Monthly bookkeeping

Questions

Cleanup FAQ

How far back can you go?

As far as you need. We have rebuilt files that were three years behind. The practical limit is usually how much source documentation still exists, since most banks make statements downloadable for about two years and older ones have to be requested.

What if I do not have all my receipts?

Bank and credit card statements do most of the work. Receipts matter for substantiation if you are audited, but their absence does not stop us producing accurate books. We flag anything we cannot identify rather than guessing.

How much will it cost?

Every cleanup is quoted as a single engagement after we review your file, which is free. The quote depends on how many periods we are rebuilding, how many accounts are involved, and how much has to be reconstructed rather than corrected.

You get one number in writing before we start. There is no hourly meter.

Is it too late to file on time?

It depends how close the deadline is, but an extension is usually the right move and it is routine. It extends the filing date, not the payment date. Tell us the deadline on the first call and we will be straight with you about whether it is achievable.

Do I have to sign up for monthly service?

No. Cleanup is quoted and delivered as a standalone engagement. Most people continue because they do not want to be here again, but it is your call.

Find out how bad it really is, for free

Give us read-only access to your file and we will tell you honestly what it will take. No cost, no commitment.

Book a free 20-minute call Or call 805-225-4959

Behind on your books? We have seen worse.