QuickBooks Online Cleanup

Clean Books Are the Foundation of Every Good Financial Decision

Messy QBO files lead to bad reports, missed deductions, and lenders who say no. We clean them up — completely and correctly.

Book a Free Consultation

Your QuickBooks file is only as useful as it is accurate. Misclassified transactions, uncategorized expenses, unreconciled accounts, and duplicate entries quietly corrupt every report you run — and every decision you make based on them. We fix the source, not just the symptoms.

What's Included in a QBO Cleanup

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Chart of Accounts

Eliminate duplicates, consolidate redundant accounts, and restructure your COA to produce clean, readable financial statements.

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Bank & Credit Card Reconciliation

Reconcile all accounts to bank statements. Identify and resolve discrepancies, missing transactions, and phantom entries.

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Transaction Categorization

Review and correct miscategorized income and expenses. Apply consistent coding rules going forward so your P&L actually reflects your business.

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Vendor & Customer Cleanup

Merge duplicate vendors and customers, correct naming conventions, and clean up open invoices and outstanding bills.

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Payroll Entries

Verify payroll transactions are recorded correctly, liabilities are cleared, and payroll expenses map to the right accounts.

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Closing Review & Report

Deliver a written summary of what was found, what was corrected, and recommendations to keep your books clean going forward.

Why Clean Books Matter

Lender-ready at any timeWhen your books are clean, pulling financials for a loan application takes hours — not weeks.
Accurate tax filingsYour CPA can only work with what you give them. Clean books mean fewer adjustments, lower fees, and no surprises.
Decisions based on real numbersMisclassified expenses distort your margins. You can't manage what you can't measure accurately.
Owner confidenceKnow exactly where your business stands — at any point in the year — without having to guess or wait for a quarterly review.
Audit readinessClean, reconciled books with proper documentation are your best defense if you're ever reviewed.

Pricing

1–6 months of cleanup$1,500

7–12 months of cleanup$2,500

13–24 months of cleanup$3,500

24+ months / complex filesCustom quote

Ongoing monthly maintenanceStarting at $500/mo

Pricing based on transaction volume and file complexity. Includes one strategy call to review findings and a written cleanup summary. Contact us for a free file assessment.