How We Transform Your Books to Clear, Reliable Numbers
Why Your Books Need Real Solutions
Many bookkeeping issues are the result of partial fixes applied over time. I take the time to investigate why the books are out of alignment, make the necessary corrections at the root, and implement solutions that allow the books to function properly going forward. Each cleanup is tailored to your specific situation.
Common Issues I Address
Software sync inconsistencies: The number one issue I see - third-party software and QuickBooks Online aren’t talking properly, causing many problems
Months of unreconciled accounts: Bank accounts that haven’t been matched up and verified in forever, making your financial reports completely unreliable
Everything is in the wrong place: Income showing up as expenses (and vice versa), personal mixed with business, loan proceeds booked as income
Missing pieces: Income or expenses that should be in your books but are nowhere to be found
What I Need From You
I'll guide you through the entire process, but I need you to be responsive when I ask for information or access.
Most cleanup projects are completed within 2–4 weeks, depending on the scope of work and how quickly information is provided.
What This Investment Looks Like
QuickBooks cleanup projects typically range from $3,000 to $25,000+, depending on the scope and level of involvement required.
Basic projects start at $3,000 for straightforward cleanups with low volume transactions, less complexity, and fewer complications
Complex reconstructions typically run $6,000-$25,000+ and include businesses with a higher volume of transactions and more complexity, requiring extensive investigation and correction.
I will provide a fixed price upfront - no hourly billing surprises.
After our consultation, I review your books and prepare a detailed quote based on the work required. In certain cases, I complete a paid Books Inspection, which is a deeper diagnostic review with written findings that document what needs to be corrected. Any diagnostic fees are credited toward your cleanup project if we proceed.
What You Walk Away With
We’ll wrap up with a review of what was corrected, an explanation of what caused the issues, and guidance on what to watch going forward. If you need ongoing bookkeeping support, I can refer you to professionals I trust.