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QuickBooks Cleanup, Catch-Up & Monthly Bookkeeping
Small-business bookkeeping based in Atlanta, GA, serving clients nationwide. Start with your free 60-second Discovery Score, then your free Snapshot. No pitch, no pressure.
FulCharBo [ ful-char-bo ] noun Full Charge Bookkeeping: taking responsibility for the complete accounting cycle, from recording transactions and reconciling accounts to managing A/R, A/P, payroll oversight, and sales-tax tracking, and producing clear financial reports. (See also: accurate books, organized finances, stronger decisions.)
We help small business owners clean up, catch up, or set up your QuickBooks Online so your books are accurate and reliable. Then we keep them that way with ongoing monthly bookkeeping and the financial support services your business needs to grow with confidence.
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- Clean up — fix errors, organize, and bring order to your books.
- Catch up — get your books up to date and accurate.
- Set up — set up QuickBooks the right way for long-term success.
- End with a clean, CPA-ready starting point you can trust.
- Securely download bank and credit-card transactions.
- Accurately categorize all transactions.
- Reconcile all bank and credit-card accounts.
- Produce primary financial reports you can rely on.
- Accounts Receivable (A/R) — invoicing and automated payment reminders. We're not a collections agency.
- Accounts Payable (A/P) — bill pay and vendor management. You approve every payment; we don't move your money.
- Payroll setup & oversight — set up and reconciled every run. Your provider runs it; we're not your payroll processor.
- Sales-tax tracking — liability tracked and reconciled. Your CPA files, not us.
- Financial reporting — custom reports and insights for better business decisions.
- Advisory solutions — budgeting, forecasting, KPI tracking, and decision-support reporting.
- CPA-ready books — reconciled, categorized, and tax-ready all year. Clean books your CPA can file from.
These are the common bookkeeping and reporting problems many growing businesses run into. See which ones sound familiar.
Your Books & Reports
- Your numbers are always behind.
- The balance in QuickBooks doesn't match the bank.
- Reports exist, but nobody uses them to make decisions.
CPA & Tax Problems
- Your CPA is constantly asking for cleaner records.
- You're not sure your books are actually tax-ready.
- Surprise tax bills keep showing up.
Money Slipping Through the Cracks
- Unpaid invoices and missed charges add up.
- You can't see where cash is really going.
- Money is leaking out without anyone noticing.
Cleanup & Catch-Up Problems
- Months (or years) of books need catching up.
- Past mistakes were never properly fixed.
- You need a clean starting point you can trust.
Time & Overwhelm
- Bookkeeping eats your nights and weekends.
- It always feels behind and never truly done.
- You're doing the books instead of running the business.
Payroll & Compliance
- Payroll and sales-tax deadlines sneak up on you.
- Staying compliant feels like a moving target.
- You're worried something's being filed wrong.
Wherever you start, your books carry a Score from 0 to 10. Our whole job is to move it up, hold it there, and help you profit from it. Here's how that works, step by step.
- Discovery — get your Discovery Score (free)Answer six quick questions and run the cost calculator above. In about 60 seconds you get your Discovery Score and a dollar figure on what messy books may be costing you. No email needed to see your number.
- Snapshot — get your Snapshot Score (free · 72 hours)We start with a free 15-minute call. Then, only when you're comfortable, you grant secure read-only access to your QuickBooks. Within 72 hours we build your Snapshot and your file-verified Snapshot Score, plus at least one real problem we found and what it's costing you. It's built inside your own QuickBooks, so it's yours to keep and re-run anytime.
- Diagnostic — get your Diagnostic Score (paid · money-back guaranteed)The detailed version: we go area by area — reconciliations, clearing accounts, balance sheet, P&L, tax tie-out — score each on a 0–10 scale, tie every finding to its source document, and hand you a fixed price to fix it. Money-back guaranteed.
- Cleanup — watch your Score climb (paid)We fix everything the Diagnostic found — match every account to the bank, clear out the catch-all accounts, sort income and costs the right way, correct opening balances, handle 1099s. Your Score climbs toward a 9+. We finish with a 60-minute handoff so you understand your numbers.
- Monthly — hold your Score (ongoing)Books closed by the 15th, with a Profit & Loss and Balance Sheet you can trust. Monthly bookkeeping holds your Score every month so the books never drift back — reconciled, categorized, and current.
- Advisory — put your Score to work (ongoing)Once your books are clean and held, the numbers turn into decisions. We add KPI tracking, budgeting, and forecasting — so your Score isn't just maintained, it's working for you.
The first three steps each produce a report you keep. Click any sample below to see the real thing.
Click to expandDiscovery Report (free)
Your 60-second books check: your Discovery Score out of 10 and an estimated annual cost of the gaps. No email needed to see your number.
Get your free Discovery Score →
Click to expandSnapshot (free)
A file-verified read of your QuickBooks with your Snapshot Score and the biggest problem we find, in real dollars. Built inside your own file, yours to keep.
See how the Snapshot works →
Click to expandDiagnostic (paid · money-back guaranteed)
A graded, area-by-area review tied to your documents, ending in a fixed price to fix it. You know the number before any work begins.
Book your free 15-min call →READY TO FIX YOUR BOOKS?
It starts with your free Discovery Report. Step 1 takes about 60 seconds and shows you exactly where you stand. Then your free Snapshot call unlocks. No pitch, no pressure.
Your Discovery Report is done. Here's your next step: a free 15-minute call, or see a real Snapshot sample. Either way, you'll walk away knowing your Snapshot Score. No pitch, no pressure.
Step 1 · Get your free Discovery Report
Answer 6 quick questions and run the calculator. In about 60 seconds you'll see your Discovery Score, what messy books may be costing you, and your full report, yours to keep. This unlocks your free Snapshot call below.
Schedule a free 15-minute call
We answer your questions and walk you through exactly how the free Snapshot works — and how you'll get your Snapshot Score. You stay in control the whole way.
- How much does a QuickBooks cleanup cost?
- It depends on how far behind you are and how complex your books are, so we don't guess at it. Your free Snapshot gives you a high-level read, and the paid Diagnostic sets the exact, fixed price to fix it — and the Diagnostic is money-back guaranteed. As a rough range, cleanups run from a few hundred dollars to several thousand, and monthly bookkeeping starts at $300/mo. You'll always know the number before any work begins.
- How long does a books cleanup take?
- Most cleanups land anywhere from a few weeks to a couple of months, depending on how many months — or years — we're catching up and how complex the file is. Your Diagnostic scopes the timeline up front, so you're not left guessing, and you'll watch your Score climb as we go.
- Do you run my payroll?
- No — and that's by design. We handle payroll Setup & Oversight: we set it up right, keep it accurate and reconciled in your books, and track the payroll taxes and liabilities. Your own team — or your payroll provider, like Gusto, QuickBooks Payroll, or ADP — runs each payroll on your schedule. We're not your payroll processor or your HR department; we're the ones who make sure it lands clean in your books.
- What if I'm months — or years — behind?
- That's exactly what we do, and there's no judgment. Being behind is the most common reason owners call us. We catch you up, fix what was never done right, and give you a clean starting point you can trust — then keep it that way with monthly bookkeeping.
- Do you do my taxes?
- No — and that's by design. We're not a CPA and we don't prepare or file taxes. Our job is keeping your books clean and CPA-ready all year, so when it's time to file, your CPA or tax preparer has everything they need — reconciled, categorized, and tied to source documents. We'll work closely with your CPA and flag anything worth their attention, but the filing is theirs.
- Do you work directly with my CPA or tax preparer?
- Yes. We talk to your CPA directly so you're not stuck playing telephone, and we make sure your books are tax-ready — reconciled, categorized, and tied to source documents — so tax season is calm instead of a scramble.
- How do you access my QuickBooks, and is my data secure?
- You grant secure, read-only access to your QuickBooks Online, and only when you're comfortable. We work inside your own file, so your data stays yours — and the Snapshot report we build lives right in your QuickBooks for you to keep and re-run anytime.
- Do you chase down my unpaid invoices?
- We set up your invoicing and run automated payment reminders inside QuickBooks, and we keep your receivables tracked so you always know who owes what. What we don't do is work the phones as a collections department — actually chasing a late customer stays your call. We're not a collections agency; we're the ones who keep the system clean and the reminders going.
- What's the difference between the Snapshot and the Diagnostic?
- The Snapshot is the high-level read — a free, file-verified look at roughly where your books stand, plus one real problem we spot. The Diagnostic is the detailed version: we go area by area, tie each finding to its source document, and hand you a fixed price to fix it. Put simply, the Snapshot tells you something's off; the Diagnostic tells you exactly what, where, and what it costs to make right.
- How do I get started?
- Start with your free Discovery Score — answer six quick questions and run the cost calculator to see where you stand in about 60 seconds, no email needed. From there it's a free 15-minute call, then your free Snapshot. Every step shows you value before you spend a dime.
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Serving small businesses nationwide · Home base: Atlanta, Georgia