QuickBooks Cleanup & Catch-Up
Months or years behind? It happens more than you think, and it’s fixable.
What’s Included
QuickBooks cleanup and catch-up bookkeeping for small businesses in Spring Branch and San Antonio that have fallen behind, inherited a messy file, or need the books tax-ready. A QuickBooks Online Advanced ProAdvisor reviews the whole file and brings it current.
Chart of accounts, settings, duplicate accounts and undeposited funds sorted out, so the file is set up the way QuickBooks expects.
QuickBooks File Review
Every month reconciled to the bank, however far back it goes. Miscoded transactions fixed, balances corrected, and loans and credit cards tied out.
Reconciliations & Corrections
Missing months or years entered, categorized and reconciled, then a clean starting point and a plan to keep it that way with monthly service.
Catch-Up & Handoff
Who It’s For
Owners who stopped doing the books when things got busy, businesses switching bookkeepers or moving to QuickBooks Online, and anyone whose CPA has asked for clean books before filing. No judgment; this is one of the most common ways clients start with us.
Anyone Who’s Fallen Behind
Schedule a call: how far back it goes, what software you’re on, and what the deadline is.
Get a plan: a fixed project price for the cleanup, with a timeline.
Hand it off: send statements and access. You get a clean, reconciled file and the reports your CPA needs.
How It Works
How long does a cleanup take? Most cleanups take two to six weeks depending on how many months are involved and how fast statements come in.
Can you clean up QuickBooks Desktop? Yes. We’ll often recommend a move to QuickBooks Online as part of the cleanup.
What happens after the cleanup? Most clients move into monthly bookkeeping so the books never fall behind again. It’s optional, but it’s the point.