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Get Your Books Accurate and Usable
If you've inherited a financial mess, fallen months behind, or your current books are causing sleepless nights, you've come to the right place. We specialize in turning chaotic QuickBooks files into clean, reliable data. We'll meticulously review your records, correct errors, reconcile every transaction, and get you back on track—ensuring you have accurate and usable financial information moving forward.
Historical Reconciliation
Data Integrity & Correction
Balance Sheet Accuracy
Clean,
Tax-Ready File
Why Invest in a Cleanup Project?
We know what it’s like to feel uncertain about your numbers. This project is designed to remove the stress and mystery from your QuickBooks file. We promise a transparent, supportive process that gives you a clean foundation and a clear path forward.
Your Full File Restoration Includes:
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Historical Reconciliation: We meticulously reconcile all historical bank and credit card accounts to confirm every penny is accounted for and matched to the correct transaction period.
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Data Integrity & Correction: We find and fix errors like incorrect categorization (miscoding), duplicate transactions, and redundant accounts or vendor profiles.
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Balance Sheet Accuracy: We perform comprehensive balance sheet tie-outs and correct any opening balance issues to ensure your company's net worth is accurately stated.
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Clean, Tax-Ready File: We prepare your QuickBooks Online file for the tax season, ensuring your CPA receives a clean, organized, and reliable set of books, saving you time and stress.​​
What You'll Receive (Key Deliverables)
A clean, current, and reliable QuickBooks Online file, ready for ongoing monthly maintenance.
A Summary of Changes outlining all corrections made and a record of any unresolved issues.
A clear plan and Next Steps summary for transitioning to our regular Monthly Bookkeeping service.
This Project is the Right Fit if:
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You are more than two months behind and need a full catch-up service.​​
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You have recently changed accounting systems or restructured your Chart of Accounts, resulting in confusion.
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You need accurate numbers immediately for tax filing, loan applications, or making critical business decisions.​​​
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Project at a Glance
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Investment: Fixed Project Fee (Set after our initial assessment and proposal).​​
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Timeline: Estimated 2–4 weeks from kickoff, depending on volume and client response time.
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Outcome: A clean, current, tax-ready QBO file and a smooth handoff into Monthly Bookkeeping.
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What's Not Included: Payroll Processing, Sales/Excise Tax Registrations or Filings, and Complex Inventory Implementations.