QuickBooks Cleanup, Done Once and Done Properly
Unreconciled accounts, transactions in the wrong place, duplicates, a balance sheet that does not balance. We fix it, tell you exactly what was wrong, and keep it from happening again.
Certified QuickBooks ProAdvisor · Fixed-scope quote before we start
What we usually find.
From opening a few hundred QuickBooks files. Almost every one has at least three of these.
Uncategorized Expense, growing
The account everything lands in when nobody decides where it belongs. It is often the largest expense line in the file, and it makes the P&L meaningless.
Bank accounts never reconciled
If the reconciliation has not been run, the balance in QuickBooks is a hopeful number. Transactions get duplicated, missed, or silently deleted.
Opening Balance Equity with a balance
This account should be zero. A balance in it means something was forced during setup, and the books have never truly balanced since.
Owner and business money mixed
Personal spending recorded as business expense. It overstates costs, understates profit, and is the first thing an examiner looks for.
Duplicate transactions
The same expense entered manually and imported by the bank feed. Costs are overstated and the reconciliation will never come out.
A chart of accounts nobody designed
Two hundred accounts, half unused, several meaning the same thing. Reports built on it cannot tell you anything useful.
How to tell in ninety seconds whether your file needs cleanup.
Open QuickBooks and check three things:
1. Balance Sheet → Opening Balance Equity. Any balance other than zero means the file was forced to balance at some point, and has carried that error ever since.
2. Profit & Loss → Uncategorized Expense. If it is one of your largest lines, nobody has been deciding where transactions belong.
3. Reconciliation history on each bank account. If the last reconciliation is more than a month or two old, the balances are not verified against reality.
Any one of those is fixable. All three together means the reports you have been making decisions from are not describing your business.
How a cleanup runs.
Fixed scope, quoted before anything starts.
1. Free diagnostic
We open the file and list what is actually wrong, in plain English. You get that list whether or not you hire us.
2. Fixed-scope quote
A one-time fee based on how far back it goes and your volume. Quoted as a range and confirmed before work starts, never open-ended hourly.
3. The cleanup
Reconcile every account, recategorize, remove duplicates, fix the chart of accounts, clear Opening Balance Equity properly.
4. Handover
We show you what changed and why. Take it from there yourself, or move onto a monthly plan so it stays clean.
Every cleanup includes.
Clear deliverables, nothing vague.
QuickBooks cleanup questions.
01How much does a QuickBooks cleanup cost?
02How long does it take?
03Will you tell me if I do not need one?
04Do I have to sign up for monthly bookkeeping afterwards?
05Do you work in Xero too?
One team, one point of contact.
You contract with a US company. A small team led by our founder does the work, and you always know who is in your books.
UsamaFounder · QuickBooks ProAdvisor- A US company on your contractCloud Accountants LLC is registered in Colorado. Your agreement, invoices and business-hours phone support are all US-based.
- One point of contactThe same person keeps your books every month and joins your monthly review call. No ticket queue.
- Founder-led team, stated up frontUsama, a QuickBooks ProAdvisor, leads the work. Our accounting team is based outside the US, and we tell you that before you sign.
- Your data stays yoursWe work inside your own QuickBooks or Xero, with the access level you choose. We never hold funds or ask for banking passwords.
- Consent before tax data movesUS rules require your written consent before tax return information goes to a preparer outside the US. We ask first, in writing.
- Leave any time, books includedNo long contracts. Your QuickBooks or Xero file stays under your own login, so if you ever move on, everything stays with you.
Find out what is actually wrong in your file.
Free diagnostic. We open your books and tell you plainly what we find, no obligation either way.