Months Behind
Transactions have piled up and your bookkeeping is no longer current.
QuickBooks Help for Small Business
QuickBooks Cleanup & Catch-Up
Behind on your bookkeeping or unsure whether your reports are accurate? We bring overdue work current, correct existing problems, and rebuild a reliable foundation in QuickBooks.
Call 360-209-3251 →Clear scope and pricing after reviewing the condition of your books
QuickBooks Review
Books Health CheckNeeds Attention
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Unreconciled accountsBank and credit-card activity needs review
6
$
Uncategorized activityTransactions need accurate coding
184
≠
Balance-sheet discrepanciesLoans and other balances require correction
4
Cleanup plan prepared67%
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Reports You Don’t Trust
Profit, balances, or account totals do not match what is happening.
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Unreconciled Accounts
Bank, credit-card, loan, or other balances have not been verified.
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QuickBooks Feels Messy
Duplicate accounts, uncategorized items, and old errors make work harder.
Cleanup or Catch-Up?
Two Different Problems, One Reliable Starting Point
Some businesses mainly need overdue bookkeeping completed. Others have books that are current but inaccurate. Many projects need both.
Catch-Up Bookkeeping
Bring Overdue Periods Current
Catch-up work completes bookkeeping that was never finished so your records are current through the latest period.
✓Enter or import missing activity
✓Categorize outstanding transactions
✓Reconcile overdue bank and credit-card periods
✓Complete reports through the current month
QuickBooks Cleanup
Correct Problems Already in the Books
Cleanup work identifies and corrects errors so reports and account balances reflect the actual business.
✓Correct miscategorizations and duplicate activity
✓Repair account balances and reconciliation issues
✓Organize the chart of accounts
✓Resolve unreliable financial-report balances
What the Project May Include
A Thorough Review, Not Just Transaction Entry
The exact scope depends on what is happening inside your QuickBooks file. We review the books first, identify the work needed, and build a clear project plan.
Every cleanup is scoped individually
The number of accounts, months involved, transaction volume, and condition of the records all affect the project.
✓
Bank and Credit-Card Reconciliations
Verify QuickBooks against actual statements and identify missing, duplicated, or inaccurate activity.
✓
Income and Expense Corrections
Correct material miscategorizations that distort your reports.
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Balance-Sheet Account Review
Review loans, cards, undeposited funds, fixed assets, liabilities, and other balances.
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QuickBooks Organization
Simplify duplicate or unnecessary accounts and create a cleaner structure.
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Final Financial Review
Review completed reports and document any remaining information needed.
Our Process
From Messy Books to a Clear Starting Point
1
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Review the Books
We inspect the QuickBooks file, connected accounts, reports, and outstanding issues.
2
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Define the Scope
You receive a clear description of the work, requested documents, timeline, and project price.
3
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Complete the Work
We catch up overdue periods, correct errors, reconcile accounts, and organize the file.
4
✓
Review and Move Forward
We explain what was corrected and help establish the best next step for accurate books.
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Ready to Get Your Books Back Under Control?
Start with a review of your QuickBooks file and a clear plan for getting the bookkeeping current and accurate.