QuickBooks cleanup, catch-up, and monthly bookkeeping you can rely on.
Behind on your books, unreconciled accounts, or a chart of accounts that no longer makes sense? Start for as little as $99*, or answer a few short questions and see your price right away.
Based in Dallas, Texas. Serving businesses across the United States. *What the $99 covers Not sure where to start? Contact us.
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We email this price to you when you continue. Next come secure payment, a short agreement, and an accountant invitation to your QuickBooks company. This price covers the work described. If we find more once we begin, we tell you plainly and quote it before doing any additional work.
We work in many accounting systems and situations. A personal quote comes from a review of your answers and your file. Prefer to talk it through? Contact us.
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Platinum tier. Certified in QuickBooks Online Levels 1 and 2 and QuickBooks Workforce. Trained in Intuit Bookkeeping and a graduate of Client Advisory Services Foundations. Select a certification or training badge to verify it on Credly.
Dallas, Texas
Based in Dallas, Texas, serving businesses across the United States.
Degreed accountants
Our accountants hold at least a Bachelor of Science degree in accounting.
CFO reviewed
A CFO reviews our catch-up, cleanup and assessment work before it reaches you.
Intuit certified
An Intuit ProAdvisor Platinum firm, led by an Advanced QuickBooks Online ProAdvisor (Level 2).
A CFO reviews your work.
Derek has nearly three decades in accounting and finance, and he reviews our catch-up, cleanup and assessment work before it reaches you.
Meet DerekWhat sets our cleanup apart
QuickBooks Online catch-up and error correction from a CFO-led team in Dallas, Texas. Correct books are traceable books, and this is how we work.
Traced to the vendor
Every expense is recorded against the vendor or customer it belongs to, so each line on your income statement can be followed to the underlying transaction.
Questions, not guesses
When the purpose of a transaction is unclear, we list it for you to answer instead of choosing a category to finish faster.
No balancing entries
Your accounts agree to their bank and card statements because each transaction is right, not because an unsupported entry was posted to force a match.
A stated price and timeline
Your price is shown up front, and standard delivery is 15 business days from the day we receive your complete records.
What we correct in your books
Four services, each built to leave you with a file you can rely on.
QuickBooks cleanup and error correction
We find what is wrong, trace it to the underlying transaction, and correct it with documentation. Miscategorized entries, duplicates and misapplied payments are resolved at the source.
Catch-up bookkeeping
Months or years behind is recoverable. We bring your books current, month by month, so your reports reflect what actually happened in the business.
Bank and credit card reconciliation
Every account tied out to its statements. Differences are investigated and explained rather than forced into agreement.
Chart of accounts and setup repair
A chart of accounts structured for how your business really operates, so your income statement and balance sheet answer the questions you ask.
The QuickBooks specialists
Do you need something else fixed?
QuickBooks problems come in every shape. Tell us what you are seeing, and we will tell you plainly what it will take to put it right.
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Intuit ProAdvisor Platinum
QuickBooks experts, certified -
Every fix traced to its source
Documented, never forced -
CFO-reviewed before delivery
Numbers you can rely on
Also part of the work: payroll liability reviews, sales tax reviews, loan and liability schedules, inventory and cost of goods, sales-platform reconciliations for Shopify, Amazon and others, prior-year balance corrections, and monthly bookkeeping once you are current.
- QuickBooks Online
- QuickBooks Desktop
- Xero
- NetSuite
- Sage Intacct
- Sage 50
- Zoho Books
- FreshBooks
- Wave
- and more
Industries we serve
Every industry has its own accounting wrinkles. Here is what we correct in the books of the businesses we serve.
SaaS and software
Deferred revenue, subscription billing and processor deposits that tie to the bank.
Construction and trades
Job costing, retainage and progress billing recorded to the right job.
Real estate
Property-level books, security deposits and entity separation.
Law firms
Client trust funds kept separate from operating funds and reconciled.
Medical, dental and EMS practices
Payer collections and deposits traced back to billing reports.
Manufacturing
Inventory, cost of goods sold and vendor bills that agree.
Family offices
Multiple entities, intercompany balances, and personal and business activity kept apart.
E-commerce and online retail
Marketplace and processor payouts reconciled to sales, fees and refunds.
Show all 29 industries
Retail and consumer products
Inventory, sales tax and card deposits that agree to the bank.
Wholesale and distribution
Inventory valuation, vendor credits and customer receivables.
Restaurants and hospitality
Daily sales, tips and delivery-platform deposits matched to the bank.
Franchises and multi-location businesses
Location-level reporting with consistent categories.
Importers and international trade
Foreign vendors, landed costs and currency differences.
Professional services
Client billing, retainers and reimbursed expenses recorded correctly.
Marketing and advertising agencies
Pass-through ad spend and client billings kept straight.
Staffing and recruiting
Payroll, payroll taxes and client billing tied together.
Technology and IT services
Recurring contracts, project billing and contractor payments.
Insurance agencies
Commission statements reconciled to deposits.
Oil, gas and energy
Royalties, joint interest billings and equipment costs tracked clearly.
Transportation, logistics and trucking
Fuel, equipment and per-load revenue categorized correctly.
Automotive sales and repair
Parts inventory, repair revenue and vehicle financing recorded correctly.
Home services
HVAC, plumbing, roofing and landscaping: job-based revenue, materials and crew costs.
Architecture and engineering
Project billing, work in progress and subcontractor costs.
Aviation
Aircraft costs, maintenance and flight-hour expenses.
Entertainment, media and creators
Royalties, platform payouts and irregular income.
Sports and recreation
Memberships, events and seasonal revenue.
Startups and venture-backed companies
Investor-ready books and clean reporting for due diligence.
Holding companies and multi-entity groups
Intercompany balances and consolidated reporting.
High-net-worth households
Business, rental and personal activity kept separate.
Do not see your industry? Contact us and we will tell you how we would approach your books.
Statements that hold up when someone else relies on them
Financial statements can add up and still fall short. Lenders, investors and buyers look for statements prepared to a recognized standard.
Statements that only tie out
- Totals agree, but treatment varies from month to month.
- Categories reflect convenience, not the standard.
- Questions from a lender or buyer expose gaps late in the process.
GAAP-compliant statements
- Generally Accepted Accounting Principles applied consistently.
- Classifications your tax preparer and your lender both recognize.
- Our catch-up, cleanup and assessment work is reviewed by a CFO.
100 reasons your business needs accurate financial statements
From taxes and loans to selling the business and catching mistakes early, see what reliable books make possible.
How it works
Get your price
Answer a few short questions. Straightforward jobs are priced on the spot, and anything more involved gets a personal quote.
Choose where to start
The $99 starter, the $299 fixed-price assessment, or the full catch-up.
We do the work
You are told plainly about anything else we find, and nothing extra begins without your approval.
Stay current
Keep your books right with monthly bookkeeping, if you want it.
What shapes your price
Straightforward catch-ups are priced instantly from a few answers. When one of these applies, we prepare your price personally. If we find more once work begins, we explain it in plain terms and quote it before any additional work.
Where you sell
Shopify, Amazon, BigCommerce and similar platforms add sales, fees and payouts that each need to be recorded and tied out.
Payroll
Payroll liabilities have to agree to the reports from your payroll provider.
Sales tax
Collected sales tax must match what was reported and paid.
Unpaid invoices and bills
Old balances need to be traced, matched to payments or resolved with your approval.
How far behind, and how many accounts
More months and more accounts mean more transactions to review and reconcile.
Prior years that need correction
Opening balances that do not agree to source documents or a filed return take extra work to correct properly.
Not ready to commit? Start with a fixed-price assessment.
We review your file, then show you exactly what we found and what it takes to fix it, for a price that is set before you decide.
- A written report of what we found in your file
- A defined scope of work with a fixed price
- A short recorded video walkthrough of your file
- Nothing further begins until you approve
Fixed-price assessment
$299
Paid up front. One deliverable: your findings, your scope and your walkthrough.
Get my price firstAnswers to common QuickBooks problems
Plain-language guides from the team that fixes these every day. See all articles
How We Categorize Transactions Correctly, and Why It Takes Longer
Accurate statements, a sound tax position, every expense traced to its vendor, and no shortcuts.
Read the article →How to Catch Up on Months (or Years) of Bookkeeping
A clear order of work so you finish with numbers you can rely on.
Read the article →How Much Does QuickBooks Cleanup Cost?
The factors that drive the price, so you can compare quotes.
Read the article →Questions we hear
What does QuickBooks cleanup include?
Cleanup means finding and correcting what is wrong in your QuickBooks file: miscategorized transactions, duplicate entries, unreconciled bank and credit card accounts, and a chart of accounts that no longer fits your business. Each correction is supported by documentation and traced to the underlying transaction.
What does the $99 starter include?
The $99 starter covers one bank or credit card account in QuickBooks Online with fewer than 100 transactions in one month. The transactions are categorized and the account is reconciled for that month. It requires accountant access to your QuickBooks Online company.
What is the fixed-price assessment?
The assessment is a prepaid review of your QuickBooks file for owners who are not ready to commit to the full work. You receive a written report of what we found, a defined scope with a fixed price, and a short recorded video walkthrough. Nothing further begins until you approve it.
How is the full catch-up priced?
Straightforward QuickBooks Online catch-ups are priced instantly on this site from your accounts, monthly transactions and months behind, and the price is emailed to you. Anything more involved, such as payroll, sales tax, more than five accounts, over 300 transactions per account a month, or another accounting system, is quoted personally. The $99 starter and the $299 assessment are fixed prices. Standard delivery is 15 business days from the day we receive your complete records. See how we categorize correctly.
What if you find more problems than expected?
We complete the work that was priced, tell you plainly what else we found, and quote it before doing any additional work. You decide what happens next.
Do you need access to my QuickBooks file?
Yes. You invite us to your QuickBooks company as an accountant user. You remain in control of your file and can remove access at any time.
Which accounting systems do you work with?
We work in QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Sage 50, Zoho Books, FreshBooks, Wave and other systems. Instant prices on this site are for QuickBooks Online. For other systems we prepare a personal quote.
What is the difference between GAAP-compliant financial statements and bookkeeper-prepared statements?
Statements can add up correctly and still not follow a recognized standard. GAAP-compliant statements apply Generally Accepted Accounting Principles consistently, which is the standard lenders, investors and buyers expect when they rely on your numbers.
Where is your team based?
We are based in Dallas, Texas and serve businesses across the United States. Our accountants hold at least a Bachelor of Science degree in accounting, and a CFO reviews our catch-up, cleanup and assessment work before it reaches you.
Still have a question? Contact us and a member of our team will reply within one business day.
See what it takes to get your books right
Start for as little as $99*, or get your price in about a minute.
* The $99 starter rate is available through October 31, 2026. It covers one bank or credit card account in QuickBooks Online with fewer than 100 transactions in one month. Transactions are categorized and the account is reconciled for that month. Accountant access to your QuickBooks Online company is required. If we find anything beyond what is described here, we will let you know and quote it before doing any additional work.