QuickBooks Cleanup – Frequently Asked Questions

What exactly is a QuickBooks Cleanup?

A QuickBooks Cleanup is a structured process of reviewing and correcting your existing file to ensure it is accurate, reconciled, and properly organized.
This includes fixing misclassifications, reconciling accounts, correcting structural issues, and making sure your financial reports reflect reality — not assumptions.

Cleanup is about accuracy and clarity, not just “catching up.”

How do I know if I need a cleanup?

You may need a cleanup if:

• Your reports don’t match your bank balances

• You’re unsure whether your numbers are accurate

• Accounts haven’t been reconciled consistently

• Your CPA or lender has raised concerns

• You feel uncertain making decisions based on your reports

If you’re unsure, that’s exactly what the Cleanup Review is for.

Is this the same as catch-up bookkeeping?

No.
Catch-up bookkeeping focuses on entering missing transactions.
Cleanup focuses on correcting errors, structure, and reporting issues that impact accuracy and decision-making.
Sometimes catch-up is part of cleanup — but cleanup goes deeper.

How long does a cleanup take?

It depends on the complexity of your file, the time period involved, and the condition of your books.
After the Cleanup Review, you’ll receive a clear scope and timeline so you know exactly what to expect.

Do I need to switch bookkeepers to work with you?

Not necessarily.
Some clients return to their existing bookkeeper after cleanup is complete. Others choose ongoing support to maintain accuracy.
Cleanup can be a standalone project or the foundation for continued services.

What happens during the Cleanup Review?

The Cleanup Review is a short, focused call where we:

• Assess the structure of your QuickBooks file

• Identify reconciliation and reporting issues

• Determine whether cleanup is needed

• Outline what correction would involve

You leave with clarity — not pressure.

How much does cleanup cost?

Cleanup is scoped based on the complexity and condition of your file.
After the review, you’ll receive a clear proposal outlining the work required. There are no generic packages because no two cleanup situations are identical.

What if my books are already in good shape?

Then I’ll tell you.
If your books are accurate and properly structured, there may be no need for cleanup — and that’s a good outcome.
The goal is clarity, not unnecessary work.

Will cleanup fix tax issues?

Cleanup ensures your financial records are accurate and properly categorized, which supports correct tax filings.
For specific tax advice or filings, collaboration with your CPA or tax professional may be recommended.

What do I need to prepare before the review?

Very little.
You’ll need access to your QuickBooks file and a basic understanding of your current concerns. We’ll guide the rest.

Closing Reinforcement

If you’re unsure whether your books can be trusted, the safest first step is clarity.

👉 Start with a QuickBooks Cleanup Review