Cleanup Projects

Behind on your books? Let’s get everything organized, accurate, and caught up — so you can move forward with clarity.

Get caught up

Whether you’ve fallen behind for a few months or a few years, cleanup projects are my specialty. I’ll sort through your transactions, correct errors, and reconcile everything so your QuickBooks file is accurate, balanced, and ready for tax season — without judgment or overwhelm.

  • Account Review & Assessment | I start by reviewing your QuickBooks setup, bank connections, and existing balances to identify problem areas. 

  • Transaction Sorting & Categorization | Every transaction is checked, corrected, and properly categorized. 

  • Reconciliations & Adjustments | I reconcile all accounts and make any adjusting entries needed for accurate financials. 

  • Tax Prep Review | I’ll prepare your books so your accountant has everything they need for smooth year-end filing.