QuickBooks cleanup for small businesses

If your QuickBooks file has uncategorized transactions, accounts that were never reconciled or mixed personal and business spending, your reports cannot be trusted. We clean it up so you can rely on your numbers again.

Signs you need a cleanup

• A large uncategorized or “ask my accountant” balance
• Bank accounts not reconciled for months
• Duplicate or missing transactions
• Personal and business spending mixed together
• Reports that do not match your bank balance

What is included

• Review of your chart of accounts
• Categorizing and correcting transactions
• Reconciling bank and credit card accounts for past months
• Removing duplicates and fixing errors
• Separating personal and business entries
• A summary of what was fixed and what needs your input

How it works

1. Share access and statements. We need access to your QuickBooks file and your bank statements.
2. We review and list the issues. You see what needs fixing before we start.
3. We fix and reconcile. We walk you through the results and keep your books current if you wish.

Common questions