Services

What it is:
QuickBooks Online (QBO) Cleanups involve reviewing and correcting your past bookkeeping records to ensure everything is accurate, organized, and aligned with accounting best practices. This includes fixing duplicate entries, miscategorized transactions, unreconciled accounts, and any other errors that have built up over time.

How it helps your business:

• Restores confidence in your numbers so you can make informed decisions.
• Prepares your books for tax season, making it easier for your accountant and potentially saving you money.
• Identifies financial blind spots or cash leaks you might not be aware of.
• Lays a clean foundation for ongoing, consistent bookkeeping.

Perfect for:
New clients, business owners switching bookkeepers, or anyone who hasn’t been keeping up with their books regularly.

What it is:
Weekly bookkeeping means your financial transactions (sales, expenses, payroll, receipts, etc.) are recorded and categorized every week. Your books are updated in real time, so they’re always current.

How it helps your business:

• Gives you a clear picture of your cash flow every single week.
• Prevents end-of-month chaos by staying on top of things continuously.
• Helps you catch and fix problems early (like duplicate charges, missed income, or rising expenses).
• Frees up your time so you can focus on running your business, not your books.

Perfect for:
Busy service-based businesses, growing companies, or entrepreneurs who want hands-off, up-to-date financial clarity.

At the end of each month, you’ll receive custom financial report including: your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement, along with a short summary that explains what the numbers mean for your business.

How it helps your business:

• Translates financial data into easy-to-understand insights.
• Highlights your most and least profitable areas so you can scale smarter.
• Tracks progress toward your goals and supports smarter budgeting.
• Prepares you for strategic planning, loan applications, or investor meetings.

Perfect for:
Owners who want to understand their financial health without feeling overwhelmed.

Before any cleanup work can begin, a full diagnostic review of your QuickBooks Online account is required.  This ensures that we start on solid ground with a full understanding of what’s happening inside your books.

Many QuickBooks files contain hidden issues that are not obvious until we look under the surface. These could include:

• unreconciled accounts
• duplicated entries
• uncategorized transactions
• incorrect account mapping
• old data that needs to be archived or cleaned out

The diagnostic review includes:

• Analyzing the chart of accounts for structure and relevance
• Reviewing account reconciliations and transaction history
• Checking for errors, duplicates, and uncategorized entries
• Assessing bank feed connections and bank/credit card balances
• Identifying any setup issues that affect financial reporting

You will receive a clear, organized summary of what’s working, what needs to be fixed, and where cleanup is required. This provides both of us with transparency and sets the expectations for scope and timeline.

No cleanup project will be scheduled or quoted without this diagnostic review.  It protects the integrity of your records and ensures that we are aligned on the work ahead.