Common Challenges
Why You're Here
Transactions entered, but nothing adds up correctly
Reports are inaccurate, confusing, or unusable
Risk of missing deductions or creating tax-time problems
Chart of accounts is disorganized or poorly structured
“Setup” was done before — but never actually made things work
How We Help
We Don’t Just “Fix” QuickBooks
We roll up our sleeves, clean up the mess, and rebuild what others got wrong. That means a smarter chart of accounts, automation where it counts, and reports that actually reflect your business. We don’t disappear when it gets technical — that’s when we do our best work.
What We Deliver
Full diagnostic review of QuickBooks setup and structure
Chart of accounts redesign for clarity and tax alignment
Cleanup of miscoded or duplicated transactions
Reclassification of income, expenses, and balance sheet items
Configuration of bank feeds, rules, and automation tools
Reconciliation of prior months and adjustment of opening balances
Setup or correction of sales tax settings (as applicable)
Inventory, asset, or loan tracking adjustments (as needed)
Custom setup of vendors, customers, and product/service items
Final review and walkthrough to ensure readiness going forward
Every QuickBooks Cleanup & Setup engagement is different. We focus on doing what’s needed to get the system right — no shortcuts, no guesswork. While QuickBooks is our specialty, we can also assist with other accounting platforms or integrated systems as needed.
Service Benefits
What You Gain
Setup That Supports Tax and Reporting
It’s not just about catching up - we build a system that supports accurate reporting and helps uncover real tax savings.
Better Automation, Less Rework
Bank feeds, rules, and reconciliations are cleaned up to save time and reduce manual errors.
Smart Chart of Accounts
We rebuild your structure to reflect how the business actually runs - not how a template says it should.
Accurate, Reliable Data
We fix what’s broken and organize what’s missing - so every report starts with solid numbers.