Months behind is normal. We scope it, then get you current.

Catch-up is most of the first conversations. Tax season is close, the CPA will not touch the file, or nobody has opened QuickBooks since last year. That is the work. We do not need a clean file to start.

Send a snapshot with roughly how many months, QBO yes or no, and whether payroll is in the mess. We look, then quote. No work starts on a guess.

What cleanup usually includes

• Bank and credit card recs back to a date we agree on
• Transactions sitting in the wrong place, or not in the file at all
• Chart of accounts cleanup so reports mean something
• Job or line structure if you need costing going forward
• A file your CPA can use, without us doing the tax return

Do not put bank passwords or Social Security numbers in the web form. Once we are a fit, you invite an accountant user in QBO. You keep owner access.

How long it takes

Depends on the backlog and whether bank feeds actually work. A few months of light volume is a different job than two years of unreconciled cards and jobs that were never set up. The quote will say the range. We do not promise a date until we have seen the file.

How it is priced

Cleanup is scoped per project. After catch-up, monthly books start at $350/month if you stay on. Payroll is separate if you want it. Month-to-month after the cleanup invoice.

What “done” means

Recs match the statements for the months we scoped. The chart of accounts is usable. If jobs matter, they exist in QBO going forward even if history is summarized. Your CPA can open the file without a week of cleanup on their clock. That is the handoff. We still do not file the return.

Then we hold the close

The point of digging out is a steady monthly close, not a one-time heroic cleanup that drifts again. Same operator, construction and manufacturing only. If you are a restaurant or an ecommerce shop, we will tell you it is not a fit.

If the ongoing work is jobs and crews, read construction books next.

Send a snapshot