Serving small businesses nationwide · Based in Atlanta, GA
Certified QuickBooks ProAdvisor · Serving clients nationwide
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STEP 4 · CLEANUP
QuickBooks Cleanup & Catch-Up
Behind, messy, or not sure what is right? We bring your books current and correct, then hand you a clean file your CPA can work from.
If your books are behind, disorganized, or you are just not sure they are right, cleanup is where we start. We bring the file current, fix what is wrong, and hand you clean books your CPA can work from at tax time.
Signs a cleanup is overdue
- Your bookkeeping is several months, or several years, behind.
- Accounts have not been reconciled in a while, or ever.
- Transactions are miscategorized, duplicated, or sitting uncleared.
- Your chart of accounts has grown messy or confusing.
- You do not fully trust the numbers your reports are showing.
Cleanup is Ron's favorite work.
Bringing a messy file back to clean.
Bringing a messy file back to clean.
What a cleanup includes
- Reconcile bank and credit-card accounts, line by line.
- Correct miscategorized and duplicated transactions.
- Clear out uncleared and stale transactions.
- Rebuild or tidy your chart of accounts.
- Catch up months or years of missing entries.
- Set correct opening balances.
- Produce clean, accurate financial statements.
- Leave you a file that is ready for your CPA.
How cleanup works
- DiscoveryStart with the free 60-second Discovery Score so we both see roughly where the books stand.
- SnapshotWe look inside your actual QuickBooks file and build a file-verified read of what is really going on.
- DiagnosticA graded, area-by-area review tied to your documents, ending in a fixed quote. You know the price before any work begins.
- CleanupWe fix what the Diagnostic found and bring the books current and correct.
- Monthly (optional)Once the file is clean, monthly bookkeeping keeps it that way.
Where cleanup fits
| Step | What you get | What it is | |
|---|---|---|---|
| 1. Discovery | Your starting score | A free 60-second books check. | Start free › |
| 2. Snapshot | A file you keep | A file-verified read of your QuickBooks, built inside your own file. | See details › |
| 3. Diagnostic | A fixed quote | A graded, area-by-area review tied to your documents. | See details › |
| 4. Cleanup | Books brought current | We fix what the Diagnostic found. | See details › |
| 5. Monthly | Books that stay current | Ongoing bookkeeping that holds your score. | See details › |
| 6. Advisory | Better decisions | Budgeting, planning, and guidance once books are solid. | See details › |
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Certified QuickBooks ProAdvisor Level II · QuickBooks Online Specialist · 20+ years in financial services · Verified on Intuit’s Find-a-ProAdvisor directory ▸
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Serving small businesses nationwide · Home base: Atlanta, Georgia
Serving small businesses nationwide · Home base: Atlanta, Georgia