QuickBooks Cleanup & Financial Clarity

When the Books Need More Than a Quick Fix

Sometimes the issue isn’t simply that transactions need to be entered. The underlying records may need to be investigated before anyone can confidently rely on the financial statements.

The numbers don’t look right

Reports don’t seem to match what the owner knows about the business.

Accounts aren’t reconciled

Bank and credit-card balances may be inaccurate or months behind.

The client is confused

They have QuickBooks reports, but don’t understand what the numbers are telling them.

Are You a CPA With a Client Whose Books Need Attention?

You don’t have to take on the cleanup yourself.

Refer your client to Iris for a Financial Diagnostic Review and QuickBooks cleanup when their financial records need a closer look.

[Send a Client Referral]

When to Refer

When Should a CPA Refer a Client?

Refer a client when:

• Their QuickBooks file has fallen behind.
• Bank or credit-card accounts aren’t reconciled.
• The financial statements don’t appear reliable.
• Transactions have been categorized incorrectly.
• The chart of accounts needs attention.
• The client doesn’t understand what their reports are telling them.
  You need someone to investigate the books before you or your client can move forward.

That’s where I come in.

The First Step

Financial Diagnostic Review

A structured review of the QuickBooks file to identify what’s wrong, what’s reliable, what needs attention, and what it will take to get the financials back on track.

Investment
$795

One focused diagnostic engagement designed to replace guesswork with a clear understanding of the books.

Schedule the Diagnostic Review

What Happens After the Diagnostic?

1. I Diagnose
I examine the records and identify the issues affecting the reliability of the financial information.

2. You Get Clarity
You receive a clear explanation of what is wrong, what matters, and what should happen next.

3. We Correct What’s Needed
If cleanup is appropriate, we can move into the next phase to correct the identified issues.

When Should a CPA Refer a Client?

You may want to bring me in when a client:

Services

Financial Diagnostic Review

• • Reconciliation integrity
  • Chart of accounts
  • Classification accuracy
  • Cleanup exposure
  • Reporting reliability
  • Clear remediation plan

I help you stay tax-ready, save time, and make confident business decisions—without the overwhelm.

At IDCollins, I help small business owners clean up messy books, stay organized, and understand their numbers. From monthly bookkeeping to QuickBooks cleanup, I make your financials accurate, clear, and stress-free.

Ready for clean, accurate books?
Let’s get your QuickBooks organized so you can focus on growing your business.