QuickBooks Cleanup & Catch-Up Bookkeeping

Fix Messy Books Fast and Get Back in Control

If your QuickBooks file is out of date, inconsistent, or just plain wrong, you're not alone. Many Columbus-area business owners come to us saying the same thing: my accountant says my books are a mess. We specialize in QuickBooks cleanup and catch-up bookkeeping that restores accuracy, clarity, and CPA-level confidence in your numbers—fast.



Whether you’re behind a few months or several years, we’ll help you reconcile past periods, fix errors, and deliver financials that are ready for tax filing, audits, and smart business decisions.

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Get Your Books Back on Track

Neglected bookkeeping leads to all kinds of stress: unreconciled bank accounts, missing invoices, duplicate entries, and no clear picture of your actual financial position. We’ve worked with business owners across Bexley, Clintonville, and Downtown Columbus who felt overwhelmed by how far behind they were. That’s where we come in.


If you’re thinking things like:

  • I haven’t reconciled in months

  • I think there are duplicate or missing entries

  • My tax preparer won’t touch this until it’s cleaned up

Then this service is for you. We fix inaccurate records and restore CPA trust in your books—so you can move forward with confidence.

What QuickBooks Cleanup Actually Includes

QuickBooks cleanup means more than a quick scan of your ledger. We take a deep dive into your file to:

  • Review and correct miscategorized transactions
  • Reconcile all bank, credit card, and loan accounts
  • Remove duplicate entries and resolve missing data
  • Tie out beginning balances and historical entries
  • Clean up lists, accounts, and other file clutter
  • Ensure data file integrity in QuickBooks Online or Desktop

The result is a system you can rely on—not a mess you’re afraid to open.

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Black icon of financial documents and a calculator.

Catch-Up Bookkeeping: No Matter How Far Behind You Are

If your books haven’t been touched in a while, we can catch up quickly and accurately. We close out each past month or year as needed and generate retroactive financial reports so you have what you need for lenders, taxes, or internal review.



Because our team includes CPA-trained experts, we ensure your records are tax-ready. We can even coordinate directly with your tax preparer to close gaps, correct errors, and reduce the risk of penalties or extended prep fees.

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Signs It’s Time for a QuickBooks Cleanup

Here are some of the most common signs that your bookkeeping needs professional help:

  • Bank accounts haven’t been reconciled in months
  • Financial reports change every time you run them
  • There are transactions sitting in “Ask My Accountant”
  • You’re behind on taxes because your books aren’t ready
  • Your CPA won’t file until cleanup is complete
  • Your cash flow and net income never match up



If any of this sounds familiar, a cleanup could be the first step toward regaining control.

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What You Can Expect Once It’s Clean

Once we’ve completed your cleanup and catch-up project, you’ll receive:

  • Accurate, audit-ready financials

  • Updated QuickBooks data with reliable reporting

  • Clear documentation of what was corrected

  • Peace of mind for tax season or growth planning

And if you want to keep it that way, we offer ongoing monthly bookkeeping services to help maintain clean records going forward.

  • What is QuickBooks cleanup?

    QuickBooks cleanup is the process of reviewing and correcting past bookkeeping errors in your QuickBooks file, reconciling accounts, fixing categorization, and ensuring accurate financial statements.

  • How far back can you go with cleanup?

    We can clean up several months or multiple years of historical records, depending on your business needs. The earlier we start, the easier it is to resolve missing data and file accurate tax returns.

  • Can you coordinate with my CPA or tax preparer?

    Yes. We work directly with your existing CPA or tax professional to ensure your books are fully tax-ready and eliminate duplicate work or expensive adjustments.

  • What if I’m not using QuickBooks Online?

    We support both QuickBooks Online and Desktop. Our team can work with your current setup or help you transition to QBO if that’s the right move for your business.

  • How much does cleanup cost?

    Pricing depends on how far behind your books are and the complexity of your accounts. We start with a diagnostic review and provide a flat-fee quote so you know what to expect.

Let’s Fix the Books So You Can Focus on the Business

If your QuickBooks is disorganized, incomplete, or just overwhelming, we can help. Schedule a diagnostic review, and let’s get you a quote for cleanup and catch-up support tailored to your business.