How do I know if my books need professional cleanup?

If your financial reports are confusing, your numbers don't seem to reflect your business reality, or you've been avoiding looking at your financials because they don't make sense - these are signs you need cleanup. Other red flags include: unreconciled bank accounts for months, duplicate transactions, software sync discrepancies, or when your tax preparer says your books need work before they can prepare taxes.

Often, I discover issues that business owners had no idea existed - missing income, duplicate expenses that inflated costs, or systematic errors that were silently affecting their financial picture for months or years. Most business owners know something feels wrong but aren't sure how bad it really is or what problems might be lurking beneath the surface.

How much do cleanup projects cost?

It really depends. I have a general minimum price of $3000 for a 12-month cleanup, scaling with business size, degree of issues, and complexity. I review each project and give a unique quote for each. If you happen to need less than 12-months fixed, I do take that into account.

Will you judge me for how messy my books are?

Not at all. I've seen every type of bookkeeping situation imaginable. My job is to fix problems systematically, not judge how they happened. Most business owners end up with messy books through no fault of their own - growth, software issues, or inexperienced help.

Do you provide ongoing monthly bookkeeping after cleanup?

No, I specialize exclusively in cleanup projects. After restoring accuracy, I refer you to a highly-skilled and trusted professional for ongoing support.

How will I know you actually fixed things and didn't make them worse?

I provide details of the corrections made and walk you through what was wrong and how it was fixed. Unlike quick fixes that can create new problems, I use systematic correction techniques that restore data integrity throughout your QuickBooks Online system. At the end of every project, we have a comprehensive review meeting where I show you the results, recommend changes moving forward, and answer all your questions.