Services
Cleanup & catch-up
If the books have slipped, the first job is often a cleanup or catch-up — getting accounts reconciled, categories corrected, and reports you can actually trust. We handle everything from a complete overhaul of your books to ongoing support — and we stay on as your partner once things are current.
A typical cleanup looks at bank and credit card reconciliations, outstanding AR and AP, payroll liabilities if you run payroll, and whether the QuickBooks Online file is tax-ready. For a step-by-step checklist you can use yourself, see QuickBooks Online cleanup checklist.