QuickBooks Cleanup Services: Fix the Past, Close This Month, File with Confidence
Behind on QuickBooks? We fix reconciliations, categorizations, undeposited funds, and AR/AP issues-then deliver CPA-reviewed, tax-ready financials. QBO Certified team. Transparent cost & timeline.
When QuickBooks falls behind, tax season turns into triage. Our QuickBooks Cleanup Services repair historical issues-reconciliations, misclassifications, undeposited funds, negative AR/AP, and mismatched balances-so your numbers are accurate again. Then we deliver a CPA-reviewed reporting pack (P&L, Balance Sheet, AR/AP aging, cash highlights) your filing CPA or lender can trust. A QuickBooks Online Certified team does the day-to-day cleanup; a CPA verifies tie-outs and posts adjusting entries. You’ll know your cost and timeline up front, get a written checklist, and move straight into a predictable monthly close once cleanup is complete.
Where QuickBooks Cleanup Fits in Your Bookkeeping Journey
QuickBooks Cleanup is the starting point when your file is messy or incorrect.
Most businesses follow this path:
- Clean up errors, duplicates, and incorrect balances
- Catch up missing months (if needed)
- Move into monthly bookkeeping
- Add accounting or CPA oversight
After cleanup, use Catch-Up Bookkeeping if months are still missing, or move directly into Monthly Bookkeeping.
As your needs grow, upgrade to Accounting Services or Outsourced Bookkeeping.
Why Choose Our QuickBooks Cleanup
CPA-reviewed final deliverable (variance notes + period-lock recommendation)
QBO ProAdvisors rebuilding rules, vendors, and reconciliations correctly
Clear cost & timeline after a 10-minute file review
Optional lender package and year-end support
Direct collaboration with your tax CPA
What We Fix
Bank/Credit/Loan Reconciliations - match every month to statements- Undeposited Funds & Suspense - clear to zero with audit trail
- Categorization & Rules - standardize vendors; document recurring entries
- AR/AP Aging - correct negatives, apply payments/credits, clean write-offs
- Accruals/Prepaids/Depreciation - post adjusting journals with workpapers
- Inventory & COGS (if applicable) - reconcile item and GL balances; fix mappings
- Multi-Entity / Intercompany - Due To/Due From and eliminations for consolidation
- Reporting Pack - P&L, Balance Sheet, AR/AP aging, cash highlights + CPA review
Process & Timeline
Assessment (24-72 hrs)
Read-only access, backlog sizing (months), risk flags, draft quote
Data Prep (2-5 days)
Statements pull, feed exports, vendor/customer cleanup plan
Cleanup Execution (1-4 weeks)
Recons, rules, AR/AP, adjustments, documentation
QA & CPA Review (2-5 days)
Tie-outs, variance notes, period-lock recommendation
Go-Forward Monthly Close
Transition to ongoing service so you never fall behind again
Pricing
| Backlog | Typical Range | What’s Included |
|---|---|---|
| 1-3 months | $500-$1,500 | Recons, rules, AR/AP tidy, adjustments, CPA review |
| 4-12 months | $1,500-$4,000 | Full historical cleanup + documentation + variance notes |
| 13-24 months | $3,500-$8,000 | Deep cleanup; inventory/COGS or multi-entity adjustments |
| 25+ months / Complex | Custom | Dedicated plan; consolidation & audit-prep workpapers |
*Depends on transactions, accounts, AR/AP, payroll, inventory, entities, and connected apps.
Deliverables You Receive
- Clean, reconciled QuickBooks file (your tenant; your ownership)
- Reporting pack: P&L, Balance Sheet, AR/AP aging, cash highlights
- CPA-review notes and posted adjusting entries (with workpapers)
- Exceptions list with resolution/next steps
- Written close checklist + period-lock guidance
- Optional lender package (if requested)
After Cleanup: Monthly Close (QBO Certified + CPA-Reviewed)
Move directly into a predictable monthly cadence: weekly engine → month-end recon → CPA review → period lock. Add AR, AP, payroll JEs, and app integrations as needed.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
Fast, affordable, and accurate, RemoteBooksOnline saved our business nationwide during tax season.
Gomez M, E-commerce Seller
I didn’t realize how much cleaner our books could look until RemoteBooksOnline cleaned them up.
Martinez B, Freelancer
Our QuickBooks file was a mess before RemoteBooksOnline stepped in and cleaned it up
Smith A, Restaurant Owner
Ready to fix the past and close this month?
Get a CPA-reviewed QuickBooks cleanup with a firm timeline.
Frequently Asked Questions
Yes, see our interactive pricing page or request a multi-state quote.
Yes, your first month of monthly bookkeeping is free with no setup fees or contracts.
Our pricing is flat-rate, no hidden fees.
We apply payments/credits correctly, eliminate duplicates, clean write-offs, and balance AR/AP aging to the GL.
Yes, we ensure your books are organized, CPA-reviewed, and tax-ready.
All financial data is stored securely using SOC-compliant cloud systems.
Yes, we serve businesses of all sizes across the United States.
Yes. We share the reporting pack, adjusting entries, and workpapers; your CPA files without rework.
Yes. We support cleanup for both versions. Our team works within your QuickBooks environment to correct and reconcile everything, with no need to switch platforms.
Yes, all financials are CPA-reviewed regardless of your location.
View all answers in our full QuickBooks Cleanup FAQ →
Not Sure if you Need QuickBooks Cleanup, Catch-Up, or a Monthly Plan?
If your QuickBooks file is messy, incomplete, or months behind, cleanup is usually the first step. After that, most businesses move into a steady monthly plan, and some eventually upgrade to full accounting support.
Here’s how the paths usually line up::
If you’re behind or your file is messy:
If you’re ready for ongoing monthly support:
If you need deeper support after cleanup:
If you want to fully outsource:
QuickBooks Cleanup Services by State – Local Insights
- QuickBooks Cleanup Services in California – Specialized QuickBooks cleanup services to organize and optimize your California business books.
- QuickBooks Cleanup Services in Texas – Clear up past errors and streamline your records with expert QuickBooks cleanup services in Texas.
- QuickBooks Cleanup Services in Florida – Get your QuickBooks files accurate and audit-ready with professional cleanup services in Florida.
- QuickBooks Cleanup Services in New York – Fast, reliable QuickBooks cleanup for small businesses and startups in New York.
- QuickBooks Cleanup Services in Alabama – Affordable QuickBooks cleanup services to fix and reconcile your books in Alabama.
- QuickBooks Cleanup Services in Georgia – Professional QuickBooks cleanup to ensure accuracy and compliance for Georgia businesses.
- QuickBooks Cleanup Services in Illinois – Trusted QuickBooks cleanup services to organize financials and prepare your Illinois business for growth.
- See how our QuickBooks month-end operates
- Behind multiple months? Start with our catch-up scope
Explore QuickBooks Cleanup Services by Location
Need QuickBooks Cleanup Services help near you? View all locations .
Already tried doing it yourself? Here’s what it really costs to manage your own bookkeeping.
Cleanup complete? Take it further with our CPA Bookkeeping Compliance Overview to ensure your books are ready for tax prep, audits, and year-end filings.
Running a retail business and behind on your books? See our real-world QuickBooks Cleanup for Small Retailers to understand how we help retail owners fix reconciliation issues, POS mismatches, and sales tax headaches.
Fixing years of messy records? Start with the QuickBooks Cleanup Checklist. After cleanup, follow our Catch-Up Flow and Monthly Bookkeeping Guide to stay current.
Payroll impacts your books every pay run. Make sure you’re aligned with our Payroll & Bookkeeping Integration Checklist.
If you’d like quick explanations for terms such as reconciliation, chart of accounts, undeposited funds, duplicate entries, or journal adjustments, you can review the Glossary for simple, clear definitions.