QuickBooks Cleanup, Setup, Catchup & Training Services
Whether you’re starting fresh or digging out of a backlog, I provide hands-on support to organize your books, fix past errors, and help you understand how to move forward with confidence.
Payroll
Services
Include
Cleanup Services
Identify and correct errors in your existing QuickBooks file—including duplicates, miscategorized transactions, unreconciled accounts, and inconsistent reporting. Your financials will be cleaned up and ready to support better decisions (and less stress).
Catchup Services
Behind on your bookkeeping? I’ll help you get caught up quickly and accurately—whether it’s months or even years of missing data. Includes categorization, reconciliation, and support for getting tax-ready.
QuickBooks Setup
From Chart of Accounts customization to banking connections, we’ll set your QBO up right from the start. You’ll have a system that fits your industry, works for your brain, and produces the reports you actually need.
1-On-1 QuickBooks Training
Need to feel confident using QuickBooks? I offer guided training with how-to support, real-time Q&A, and on-demand materials (if applicable). Whether you're DIY-ing your books or delegating later, you’ll understand the core functions.
You might need cleanup, setup, or catchup help if:
Your books are a mess and you’re too overwhelmed to start
You’ve are using spreadsheets
You’re starting a new business or switching systems
You want to hand off your books—but need them cleaned up first
You need financials ready for taxes, loans, or grants
Who is
this for?
"Amazing job! Sorting out my mess is a nightmare for me. You are a blessing to work with. Thank you!!!"
Erin P., Owner of The Living Room
How Cleanup
& Setup
Works
Step 1: Diagnostic Review
Whether your books are a little messy or way behind, I start with a diagnostic review to understand exactly what’s going on. From there, I create a clear action plan to fix what’s broken and build a system that works for you.
Step 2: Action & Plan
Based on what I find, I get to work. I clean up transactions, reconcile accounts, and restructure your Chart of Accounts if needed—always keeping reporting accuracy and future ease in mind.
Step 3: Setup or Restructure
If you're starting fresh or transitioning from spreadsheets, I’ll set up your QuickBooks account from the ground up. If your system just needs tuning, I’ll optimize your current setup so it’s easier to use and maintain.
Step 4: Support or Handoff
Whether you prefer to take the reins or need occasional support, I’ll ensure you’re confident moving forward. After setup or cleanup is complete, you’ll receive clear documentation and the option for ongoing assistance, so you’re never left in the dark.
Yes, these services can be offered as standalone projects or bundled with ongoing support. Whether you’re just looking to get caught up, start fresh, or learn QuickBooks basics, we’ll tailor the engagement to meet your current needs.
If your books are inaccurate (with errors, duplicates, or confusing reports), that’s a cleanup issue. If your books are incomplete or months behind, you likely need a catchup service. Many clients need a combination of both—and that’s totally normal!
Setup includes customizing your Chart of Accounts, connecting bank accounts, setting preferences, creating templates (like invoices), and getting your system ready to use. Everything is built to fit your industry and the way you run your business.
Not necessarily—but some clients like to understand the basics before outsourcing. If you want to feel more confident reviewing reports, tracking cash flow, or simply communicating better with your bookkeeper, training is a smart investment.
No judgment here—seriously. Many of my clients come to me feeling overwhelmed and behind. My job is to get things sorted, not to shame anyone. You’ll be surprised how much relief comes with just getting started.
Frequenty Asked Questions
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John Doe
Designer