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Multi-Year QuickBooks Cleanup — Accurate, Organized, and Audit-Ready

When your books have fallen behind and the reports no longer make sense, it can feel overwhelming. Whether a previous bookkeeper left errors or life simply got in the way, we specialize in getting QuickBooks Online files back to accurate, organized, and tax-ready — and we've been doing it for over 20 years.

If Any of this Sounds Familiar, You're in the Right Place

Bank accounts that haven't been reconciled in months or years. Transactions piling up in "Ask My Accountant" with no clear categorization. A balance sheet showing numbers that don't match reality. A CPA who's frustrated with the state of your file. Maybe you've even tried to fix it yourself and ended up making things worse — or you inherited a mess from a previous bookkeeper who cut corners.

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You're not alone, and this is not something you have to figure out on your own. Cleaning up QuickBooks files is exactly what we do, every single day.

What a Cleanup Includes

We reconcile every bank and credit card account going back as far as needed. We review and properly categorize every transaction so your Profit & Loss and Balance Sheet actually mean something. We correct duplicate entries, misapplied payments, and incorrect balances on your balance sheet. We clean up accounts receivable so outstanding invoices and customer balances are accurate and current. We restructure your chart of accounts so it's clean, organized, and easy for your CPA to navigate. We fix messy bank feeds, correct bad rules, and resolve duplicate transactions. Along the way, we provide guidance on software integrations and best practices to help you keep your books running smoothly going forward. And when we're finished, your file is fully reconciled, categorized, and audit-ready — no last-minute scrambling at tax time.

How It Works

Step 1 — Discovery Call (Free)

We start with a conversation about your situation. We'll get a sense of the scope of your file and give you an honest assessment of what needs to happen — no pressure and no judgment.

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Step 2 — Flat-Rate Quote

After reviewing your QuickBooks Online file, we provide a clear, flat-rate price for the entire cleanup. There's no hourly billing and no surprise invoices. You know exactly what you're paying before any work begins. We also include a video walk through of our findings.

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Step 3 — We Get to Work

We clean up your file from the inside out — reconciling, categorizing, correcting, and organizing. You'll receive progress updates along the way and a clean, accurate file when we're done.

Why QBO Cleanups?

Why Business Owners Trust Us With Their Messiest Files

20+ Years of Experience

Mary Davis has cleaned up QuickBooks files across nearly every industry, from auto repair shops and real estate firms to dental practices and law offices.

Certified Public Bookkeeper

Not just experienced, but professionally credentialed through the National Association of Certified Public Bookkeepers.

Advanced QBO ProAdvisor

This is the highest level of QuickBooks Online certification that Intuit offers, and it reflects deep expertise in the platform.

Flat-Rate Pricing

Every cleanup is quoted upfront with a fixed price. There's no hourly clock running in the background and no uncertainty about what the final bill will look like.

No Judgment - Ever

We've seen it all. We're not here to make you feel bad about how things got this way. We're here to fix it and move you forward.

100% Virtual, Nationwide Service

We work with clients across all 50 states. Everything is handled securely through QuickBooks Online, so there's no need to be local.

Common Questions About QuickBooks Cleanups

Q: How much does a QuickBooks cleanup cost? Every cleanup is priced on a flat-rate basis after we review your file. The cost depends on how many months or years need to be addressed, the number of accounts involved, and the overall complexity. We provide a clear quote before any work begins, so there are never any surprises.
Q: How long does a cleanup typically take? Most cleanups are completed within one to four weeks, depending on the complexity of the file. Multi-year cleanups with significant issues may take a bit longer. We'll give you a realistic timeline during your Discovery Call.
Q: How far behind can my books be? We've cleaned up files that were three or more years behind. There's no such thing as "too messy" — this is what we specialize in.
Q: Do I need to be local? Not at all. We're a fully virtual firm located in Illinois and work with clients across the entire United States. Everything is handled securely through QuickBooks Online.
Q: Will my CPA be able to use the file after the cleanup? Absolutely — that's the whole point. When we're finished, your file will be reconciled, properly categorized, and audit-ready, which is exactly what your CPA needs for tax preparation.
Q: What happens after the cleanup is complete? Once your file is clean, you can choose to maintain it on your own, or we offer monthly bookkeeping services to keep everything accurate going forward. There's no obligation either way.

Ready to Get Your Books Back on Track?

Schedule a free discovery call with Mary to talk through your situation. You'll get an honest assessment and, if we're a good fit, a flat-rate quote with no obligation.
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