QuickBooks Account Cleanup Service

Our QBO Account Cleanup Service is designed to transform messy, outdated, or inaccurate QuickBooks Online files into clean, organized, and reliable financial records. Whether your books have fallen behind, contain errors, or were previously mismanaged, we restore clarity and accuracy so you can move forward with confidence.

This service is ideal for businesses preparing for tax season, onboarding a new bookkeeper, applying for financing, or simply wanting a fresh financial start.

What This Service Includes

• Full review of your QBO file to identify errors, inconsistencies, and missing information

• Cleanup of transactions including duplicates, miscategorized expenses, and incorrect income entries

• Bank & credit card reconciliations (multi‑month or multi‑year as needed)

• Chart of accounts cleanup & restructuring for accuracy and ease of use

• Correction of undeposited funds, unpaid bills, and outstanding invoices

• Review and cleanup of payroll, inventory, and sales tax records

• Organization of financial documents and supporting records

• Preparation of accurate, audit‑ready financial statements

• Final summary report outlining issues found, corrections made, and recommendations for moving forward

This initial service is five hours of cleanup. A review of your QuickBooks will determine the length of time required and a quote will be provided accordingly.