Bookkeeping cleanup
Get your QuickBooks books ready for the next step.
When QuickBooks Online records are behind, unreconciled or need corrections, it is hard to prepare accurate returns or start a reliable monthly routine. A fixed-scope cleanup brings the agreed accounts back into order so you can move forward.
One form • Video meeting with Trevor • Confirm scope and pricing
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Who this is for
- Businesses using QuickBooks Online whose accounts are unreconciled or miscategorized.
- Owners who need reliable books before tax returns are prepared.
- Businesses planning to start monthly bookkeeping once the records are in order.
What we do
- Confirm the periods, account volume and any gaps in available records.
- Reconcile the agreed bank, credit card and loan accounts.
- Correct supported categorization and opening balances within scope.
- Document outstanding questions that need your input or records.
What you receive
- Reconciled books for the agreed accounts and periods.
- A list of outstanding questions for tax preparation or a new monthly routine.
- Records organized for reporting and the next step you choose.
Cleanup and catch-up are different
Cleanup corrects and reconciles entries that already exist. Catch-up completes bookkeeping for periods that were never entered. Many businesses need one, not both; we confirm which applies before quoting. If your books are already current and reasonably accurate, we will not push a cleanup project. This service covers QuickBooks Online only and does not include complex job costing, inventory-heavy or manufacturing accounting, or fractional CFO services.
Records we ask for after engagement
After engagement, we arrange authorized QuickBooks Online access and request records through our secure TaxDome portal. Typical requests include:
- Bank, credit card and loan statements for the agreed periods
- Payroll reports, where applicable
- Prior-year returns and any year-end adjustments from a previous accountant
- Notes on unusual transactions, owner contributions or draws
How it works
Step 1
Request a quote
Tell us about your QuickBooks file and how far behind or off it is.
Step 2
Meet Trevor by video
After your details are saved, schedule your video meeting with Trevor Haug, CPA. Discuss fit, periods, accounts and the fixed fee before engagement. No monthly commitment is required.
Step 3
Clean up the agreed accounts
After engagement, we reconcile and correct within scope, asking questions as they come up.
Step 4
Hand off the results
You receive reconciled books and open questions, ready for tax preparation or monthly service.
Want to keep the books current afterward? Monthly packages are optional after cleanup; historical work is generally quoted separately. Compare monthly packages
Questions owners ask
Ready to talk about your scope?
One form. Our team reviews your needs and confirms scope and fees before any work begins.
Get a Cleanup QuoteRelated
- Cleanup vs. monthly accounting
Decide which starting point fits your books.
- Bookkeeping vs. tax preparation
How clean books support accurate returns.
- Business tax preparation
Prepare returns once the books are ready.