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Services · QuickBooks Cleanup & Catch-Up

Months behind? Years? The books can come back.

Cleanup and catch-up is a specialty of the practice: taking a QuickBooks Online file that has fallen behind, or quietly gone wrong, and making it accurate, organized, and ready for tax time.

  • QuickBooks Online
  • Ready for tax time
  • Judgment free

The Situation

Books fall behind for good reasons.

A busy season, a staff change, a software move, a year that got away. Falling behind is the most common state of small business books there is, and it is fixable. The work is methodical, not heroic, and you will not be judged for the state of the pile.

Behind

Months of transactions that never made it into the books, receipts collecting in a drawer, and a file that stopped matching the bank a long time ago.

Messy

Everything got entered, but not correctly: expenses in the wrong categories, accounts never reconciled, and balances nobody quite believes.

Uncertain

The books exist, but you cannot say whether they are right, and tax season keeps turning into an archaeology project because of it.

The Work

Verify. Fix. Set it to stay clean.

Whether it is a few months of neglect or years of miscategorized expenses, the process is the same, and it ends with more than a tidy file:

  • Accounts reconciled, so the books match the bank again
  • Expenses categorized correctly, all the way back
  • A file your tax preparer can use without a scramble
  • A clean baseline, so staying current becomes the easy part

Verify what's there

We read the file honestly: what was entered, what was missed, and where the books stopped matching reality.

Fix what's wrong

Entries corrected, expenses recategorized, and every account reconciled until the numbers can be trusted again.

Set it to stay clean

The file is left organized and ready for tax time, with a clear path to keep it that way from here on.

After the cleanup Monthly Bookkeeping keeps it from ever piling up again Not sure how deep it goes? Start with the Evaluation and its one-hour findings call

Run a law firm, a practice, or a trade? See Law Firms, Private Medical Practices, or Trades & Contractors.

Get Started

Tell us how far back it goes.

The consultation is free and carries no obligation. Describe where the books stand, even if the answer is a shoebox, and you will get an honest read on what the cleanup involves.

Book a free consultation

Prefer the phone? Call 781-924-1489.

Pricing is scoped to your books on the free consultation and quoted before any work begins. No surprises.