QuickBooks Clean-Up and Catch-Up - My Specialty
I am a QuickBooks expert and specialize in cleaning up messy books.
I can also help you get caught up if you have fallen behind on your bookkeeping.
Many business owners start out doing their own books, but don’t have the time to learn all the ins and outs of QuickBooks or make sure their processes are resulting in accurate financial reports.
Over the years, I have helped hundreds of businesses clean up their QuickBooks files, tighten their accounting systems, and prepare their books properly for tax preparation, often helping them avoid costly CPA cleanup fees.
There is nothing better than a clean, accurate set of books!
I primarily work with established small businesses that want their financial systems set up correctly so they can confidently rely on their numbers.
Most cleanup projects involve reviewing several months or years of bookkeeping to fully correct and reconcile the records. After an initial review, I provide a clear scope of work and quote before beginning any cleanup project.
QuickBooks cleanup projects start at $800, depending on the scope of work.
QuickBooks cleanup services may include:
fixing incorrect transaction categories
reconciling bank and credit card accounts
catching up months or years of bookkeeping
correcting financial reports
preparing books for tax preparation
When Do You Need QuickBooks Cleanup?
You may need QuickBooks cleanup services if:
your bank or credit card accounts have not been reconciled in months
your financial reports don’t look correct
transactions were categorized incorrectly
your QuickBooks balance does not match your bank balance
you are behind on bookkeeping and need to catch up
your CPA has asked you to correct your books before filing taxes
If any of these situations sound familiar, a QuickBooks cleanup project can get your accounting records back on track.
From my office in Port Townsend, I work with small businesses throughout Jefferson County and across Washington State to clean up and correct their QuickBooks books.
Service Area
Port Townsend • Port Hadlock • Chimacum • Sequim • Port Angeles • Jefferson County