Turn a messy QuickBooks file into usable books.
Focused cleanup for Canadian small businesses dealing with unreconciled accounts, duplicates, unclear transactions, and bookkeeping inconsistencies.
Describe the QuickBooks problemCommon cleanup signals
- Bank or credit-card balances do not match
- Transactions appear more than once
- Old items remain uncleared
- Categories are inconsistent or unclear
- Your accountant has requested corrections
We scope the file before work begins.
Tell us which QuickBooks product you use, which periods need attention, and which accounts are causing concern. We review the situation and define the cleanup scope and fixed project price before starting.
Focused work on the bookkeeping record.
Reconciliation review
Identify and resolve agreed differences in bank and credit-card account reconciliations.
Transaction cleanup
Address duplicates, unclear entries, and agreed categorization inconsistencies.
File organization
Organize the bookkeeping file and supporting record for the next step.
Not sure where to begin? Describe what you are seeing.
Email us the months that may need attention, how many bank and credit-card accounts the business uses, and any issues you have noticed. For example: duplicate transactions, unreconciled balances, missing receipts, or unclear categories. Estimates are completely fine.
Request a cleanup assessment