Your books are a mess. We fix that.
Unreconciled accounts, duplicate transactions, a chart of accounts no one understands anymore. Whether you’re months or years behind, we get your QuickBooks Online file accurate, organized, and tax-ready, then hand you back clean books you can actually trust.
Signs your QuickBooks Online needs a cleanup
If two or more of these feel a little too accurate, your file is working against you, not for you.
- Your bank and credit card accounts haven’t been reconciled in months.
- Your Profit & Loss shows numbers you can’t explain or don’t believe.
- You have duplicate transactions, or expenses sitting in “Ask My Accountant.”
- Your chart of accounts has grown into a tangle no one maintains.
- Tax time means a frantic scramble, because your books aren’t ready.
- You’ve fallen behind and keep telling yourself you’ll catch up “soon.”
What a QuickBooks Online cleanup actually fixes
A real cleanup isn’t just deleting duplicates. It’s rebuilding your file so every report you pull is one you can rely on.
Reconcile & correct
We work through every bank and credit card account, match transactions, clear out duplicates, and reconcile each month back to your statements.
Rebuild the structure
We clean up your chart of accounts, fix miscategorized transactions, sort out undeposited funds, and resolve anything parked in “Ask My Accountant.”
Hand back clean books
You get accurate, tax-ready financials, a clear summary of what we found and fixed, and a file that’s finally ready for ongoing monthly bookkeeping if you want it.
Before any cleanup, find out exactly what’s wrong
A cleanup quote should never be a guess. Our $97 QuickBooks Online Health Check is a certified review of your file that pinpoints every issue and tells you precisely what a cleanup would involve. No pressure, no surprises, and it’s the smartest $97 you’ll spend before deciding.
Get your QBO Health Check · $97 A certified advisor reviews your actual file and sends you a detailed findings report.Two decades of cleaning up other people’s books
We’re a fully virtual, QuickBooks Online–focused firm. Cleanups aren’t a side service for us. They’re often how our best client relationships start.
QuickBooks Online cleanup, answered
How far behind is too far behind?
There’s no such thing. We regularly clean up files that are years behind, with multiple accounts and thousands of unsorted transactions. The further behind you are, the more a cleanup is worth doing, and the Health Check tells us exactly what we’re working with.
How much does a cleanup cost?
It depends on how many accounts, transactions, and months are involved, which is why we start with the $97 Health Check rather than guessing. Once we’ve reviewed your actual file, you get a clear, fixed scope and price before any work begins.
Do I have to sign up for monthly bookkeeping too?
No. A cleanup is a standalone project. That said, most owners who get their books cleaned up want to keep them that way, so we make it easy to move into monthly bookkeeping afterward if you choose to.
What do I need to provide?
Mainly access to your QuickBooks Online file and your bank and credit card statements for the period being cleaned up. Everything is handled securely online through our client portal. No office visits, no paper.
Can you work with my business if I’m not in California?
Yes. We’re a fully virtual firm and work with business owners across the United States. Your location doesn’t change anything about how the cleanup works.
Stop dreading your own financials.
Start with a Health Check, see exactly what’s going on inside your file, and decide your next move from there.
Start with a QBO Health Check · $97