Service overview
A cleanup is more than recategorizing transactions. We diagnose the file, reconcile balance-sheet accounts, correct problem entries, and create a defensible path from your last reliable balances through the current period.
What is included
- Diagnostic review of the QuickBooks Online file
- Catch-up transaction entry and categorization
- Bank, credit-card, loan, payroll, and key balance-sheet reconciliations
- Duplicate, uncategorized, and stale-item review
- Accounts receivable and accounts payable cleanup
- Closing report with corrections and ongoing recommendations
Our process
- Assess the file and define the reliable starting point.
- Request statements, prior returns, and supporting records.
- Correct and reconcile the agreed cleanup period.
- Deliver clean balances, findings, and a maintenance plan.
Frequently asked questions
How is cleanup priced?
Cleanup is scoped after a diagnostic review because effort depends on the period, transaction volume, and condition of the file.
Can you work from bank statements?
Yes. We identify the available source records during discovery and explain any limitations before work begins.