let’s turn “I hope this is right” into “oh, that makes sense."
If your books feel a little… crunchy, tangled, or mysteriously self‑aware, you’re not alone. Most small businesses and nonprofits reach a point where the numbers stop lining up, the categories get a little wild, and the bank feed starts behaving like a raccoon in a pantry.
That’s where cleanup comes in.
The QBO Cleanup service restores order, accuracy, and calm to your financials—so you can move forward with confidence and a set of books that truly reflect the great work you are doing.
diagnostic review
diagnostic review
review session
review session
cleanup execution
cleanup execution
final review & handoff
final review
what cleanup includes
Cleanup is tailored to your files, but typically involves:
Correcting Transaction Categorization
- Fixing miscategorized income and expenses
- Cleaning up transfers, reimbursements, and owner activity
- Ensuring your financial reports reflect reality
Reconciling Bank & Credit Card Accounts
- Reconciling all accounts to the most recent month
- Removing duplicates and resolving unreconciled transactions
- Making sure your balances match your actual bank statements
Products, Services & Item Mapping
- Cleaning up item lists
- Ensuring items map correctly to income and expense accounts
Liability & Tax Adjustments
- Correcting tax or other liability accounts
- Ensuring filings and payments are recorded accurately
Fixing Accounts Payable & Receivable
- Cleaning up old, inaccurate, or duplicate invoices and bills
- Correcting payments that were applied incorrectly
- Ensuring your A/R and A/P reports are trustworthy
Payroll Corrections
- Fixing payroll entries that didn’t post correctly
- Cleaning up liabilities and reimbursements
- Ensuring payroll reports align with your books
Integration Cleanup
- Fixing issues caused by apps like Square, Stripe, PayPal, Gusto, etc.
- Removing duplicates and correcting missing entries
Financial Statement Corrections
- Cleaning up negative balances, odd entries, and structural issues
- Ensuring your Profit & Loss and Balance Sheet make sense
Correcting Transaction Categorization
- Fixing miscategorized income and expenses
- Cleaning up transfers, reimbursements, and owner activity
- Ensuring your financial reports reflect reality
Reconciling Bank & Credit Card Accounts
- Reconciling all accounts to the most recent month
- Removing duplicates and resolving unreconciled transactions
- Making sure your balances match your actual bank statements
Products, Services & Item Mapping
- Cleaning up item lists
- Ensuring items map correctly to income and expense accounts
Liability & Tax Adjustments
- Correcting tax or other liability accounts
- Ensuring filings and payments are recorded accurately
Fixing Accounts Payable & Receivable
- Cleaning up old, inaccurate, or duplicate invoices and bills
- Correcting payments that were applied incorrectly
- Ensuring your A/R and A/P reports are trustworthy
Payroll Corrections
- Fixing payroll entries that didn’t post correctly
- Cleaning up liabilities and reimbursements
- Ensuring payroll reports align with your books
Integration Cleanup
- Fixing issues caused by apps like Square, Stripe, PayPal, Gusto, etc.
- Removing duplicates and correcting missing entries
Financial Statement Corrections
- Cleaning up negative balances, odd entries, and structural issues
- Ensuring your Profit & Loss and Balance Sheet make sense
why cleanup matters
Accurate books aren’t just “nice to have.” They’re essential for:
- Confident decision‑making
- Tax readiness
- Grant reporting
- Cash flow clarity
- Loan applications
- Understanding the true health of your business
Cleanup gives you a fresh start—and a financial foundation you can trust.
it's going to be okay!
Think of cleanup like hiring a professional organizer for your books.
You don’t need to apologize.
You don’t need to explain.
You don’t need to be embarrassed.
You just need someone who knows where everything goes and isn’t afraid to open the “miscellaneous” drawer.
I’ve got you.
let's talk!
No matter where you’re feeling the strain — in your books, your workflows, your team structure, or your leadership capacity — you don’t have to navigate it alone. Each service is built on partnership, clarity, and a systems‑minded approach that provides peace of mind and brings stability into your work.
Let’s talk about what support would provide the biggest impact for you and your business.