Double-Check to See if Your Numbers are Correct

Our Free QuickBooks Diagnostic Review shows you exactly where your books stand — so you know what’s clean, what’s off, and what it would take to fix it.

It’s not a sales call. No pressure, no obligation — just real insight you can act on.

Your numbers should be honest.

Hiring/. a bookkeeper doesn’t ensure clean books. They are paid to maintain your books, not diagnose or clean them.

Most books look “fine” on the surface.
Our diagnostic shows whether they really are — uncovering errors that pile up quietly over time, and confirming if your chart of accounts is built to last.

We restore trust in your numbers.

For established businesses, the review highlights the issues holding your books back so we can clean and correct them. For new business owners, it’s your chance to set up a chart of accounts that prevents costly problems later.

Our Free Diagnostic Uncovers:

  • Transactions left unreconciled
  • Sales & expenses mis-categorized
  • Bank feeds disconnected
  • Bank rules outdated or faulty
  • Duplicate or redundant accounts
  • Chart of accounts not optimized for your business
  • And more...

Schedule

Schedule Your Free Diagnostic Review

Choose a time that works. We’ll confirm details and send a calendar invite.

Frequently Asked Questions

How do I know if I need a cleanup?
You don’t always know when your books need a cleanup. What looks “fine” on the surface can hide errors, broken feeds, or unreconciled balances. Our Free Diagnostic Review confirms what’s true, what’s drifting, and what needs correction—so you’re never left wondering.
My bookkeeper already maintains my QuickBooks — why would I need a cleanup?
Monthly bookkeeping records what’s happening now. But if your QuickBooks was ever set up incorrectly, accounts misclassified, or balances left unreconciled, those issues carry forward. Cleanup goes back and corrects history, so your current bookkeeping rests on a solid foundation.

Even the best bookkeeper can’t fix the past without a dedicated cleanup—and your CPA will thank you. With a clean file, they won’t have to guess where numbers belong on tax forms, and you won’t risk costly errors or extra prep fees.
I’m a new business — do I need this?
Think of setup as laying the foundation. If your QuickBooks is structured right from the start, you won’t face rework, confusion, or cleanup costs down the road. You get decision-ready reports from day one and a system that scales with you.
What is a QuickBooks cleanup?
A QuickBooks cleanup is a structural reset of your file. It means fixing errors, reclassifying transactions, reconciling accounts, and aligning your chart so reports reflect reality. Crucially, it also goes back into prior years to correct the issues that snowball forward—so your numbers are not only clean today, but reliable across your history. The result: books that are clear, compliant, and audit-ready.
How long will it take?
It depends on volume and complexity. Some cleanups finish in days; complex histories can take weeks or months. After your free diagnostic you’ll get a specific scope, timeline, and start date.
How much does a cleanup cost?
Every file is different, so we don’t publish one-size-fits-all pricing. You’ll receive a fixed quote after the diagnostic—no surprises, no hidden costs, no obligation to proceed.
Is it better to fix things now or later?
Sooner is cheaper. Early corrections prevent compounding errors, reduce tax risk, and protect decision-making. For new owners, correct setup now is the most cost-effective path.
Will my data be safe?
Yes. We back up the file before changes and follow secure, documented procedures throughout the engagement.
Do you clean QuickBooks Desktop files?
We specialize in QuickBooks Online only for speed, accuracy, and durable results.