How We Help Business Owners

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

Books often look “fine” until tax season drags, profits shrink, or cash doesn’t add up. Cleanup closes the gap between reports and reality—fixing quiet errors that pile up over time.

For new owners, proper setup from day one prevents those costly corrections later.

You don’t just get “fixed books.”
You get back clarity, confidence, and control.

The Difference Cleanup Makes

Cleanup isn’t cosmetic—it’s structural. We close the gap between “what the reports say” and “what’s really happening,” so your numbers finally tell the truth.

For new owners, the right setup means you skip the “before” and start with the “after.”

Before

  • Cash feels uncertain — not sure what’s safe to spend.
  • P&L looks fine but doesn’t match your gut.
  • Tax season is stressful and full of surprises.
  • Decisions feel risky and reactive.

After

  • Cash clarity — you know what’s in the bank, what’s owed, and what’s safe.
  • Profit reports line up with reality — no second guessing.
  • Tax season becomes routine — clean, audit-ready books.
  • Confident decisions that drive real momentum.

How It Works

  1. Book your free diagnostic.
    Schedule a quick call and securely connect your QuickBooks file. Book now →
  2. We dig beneath the surface.
    Routine bookkeeping only shows the surface — we uncover drift, errors, and structure issues.
  3. Your action plan.
    You’ll receive a simple video walkthrough that explains exactly what’s off and what it will take to fix it — in plain English.
  4. Cleanup and reset.
    We rebuild the foundation so your books tell the truth — with clear pricing before we begin.

FAQs for Business Owners

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.
We reconcile accounts, reclassify transactions, fix bank feed issues, update rules, streamline the chart of accounts, document adjustments, and deliver audit-ready reports with a short video walkthrough.
Minimal disruption. We work from a secure login and coordinate timing so routine invoicing and payments continue. If we need a brief pause on certain automations, we’ll schedule it and tell you exactly when/why.
Yes. We collaborate with your CPA/bookkeeper and hand off a clean file. If you don’t have a CPA or ongoing bookkeeper, we can introduce vetted partners.
As far back as needed for accuracy and tax alignment. We’ll determine scope during the diagnostic and agree on a clear boundary (e.g., current year plus prior year) before work begins.
It depends on file size and complexity. Some projects finish in days; others in a few weeks/months. After the free diagnostic you’ll get a realistic timeline — no guesswork.
Fixed project pricing based on scope — no hourly surprises. After your diagnostic, we provide a clear, written quote. If scope changes, we discuss it before proceeding.
Yes. We use secure access, back up your file before changes, and document every material adjustment. You retain full ownership of your data and subscriptions.
You'll want a clean setup. We’ll build your chart of accounts correctly from day one, configure bank rules, and align reports to your model — preventing the costly corrections that cleanups require later.
Our focus is cleanups and foundations. When your books are spotless, we connect you with excellent monthly bookkeepers (or coordinate with your current one) to keep things clean and predictable.
Sooner is cheaper. Quiet errors compound over time. Early cleanup — or proper setup for new owners — reduces both cost and disruption.
Schedule a Free Diagnostic Review