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.
Who This
is for
Your books are a mess and you’re too overwhelmed to start
Misclassified transactions, unreconciled accounts, and inconsistent data? Cleanup will fix the chaos and get your QuickBooks in shape for tax time, audits, or monthly support.
You’ve fallen behind and need to get caught up
If you’re months behind on categorizing or reconciling, Catchup services will bring everything current—so your financials reflect where you actually stand.
You’re just getting started or switching to QuickBooks
Whether it’s a brand-new business or you're moving from spreadsheets or another system, Setup ensures you begin with a clean structure tailored to your needs.
You want to manage your own books — but do it with confidence
You’re not ready to outsource, but you’re also done guessing your way through QuickBooks. Personalized training gives you the skills, structure, and clarity to handle your bookkeeping the right way—without the overwhelm.
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: Cleanup, Catchup, Setup
Based on what I find in the Diagnostic, I get to work — whether that means cleaning up transactions, reconciling accounts, or setting up QuickBooks from scratch. If you’re behind, I’ll catch your books up to date. If you’re starting fresh or switching from spreadsheets, I’ll build your QBO file with clarity and structure in mind. Whatever the path, the goal is the same: clean, accurate financials and a system you can rely on moving forward.
Step 3: 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.
How It
Works
"Amazing job! Sorting out my mess is a nightmare for me. You are a blessing to work with. Thank you!!!"
Erin P., Owner | The Living Room
Specialty One-Time Services
Not sure what your books need—or even what condition they’re in? This one-time diagnostic service gives you a professional evaluation of your current QuickBooks Online setup and a clear plan for what to do next.
I follow a structured review process that examines everything from your Chart of Accounts and transaction history to reconciliation gaps, miscategorized activity, and missing reports. I look for the issues that throw off your numbers and slow down your decisions—then show you how to fix them.
You’ll receive:
A written summary outlining what’s working and what’s not
A video review walking you through the main problem areas
Clear, actionable steps to correct or improve your file
Whether you’re planning to DIY or pass the books off, this review gives you a confident, informed starting point.
Investment: $275 | Click on image above to purchase.
Whether you’re starting from scratch, switching from spreadsheets, or catching up after months of delay, this service gets your QuickBooks® Online account set up and back on track—accurately and efficiently.
For Setup: I’ll build your QBO file from the ground up (or rebuild it if needed), including a clean Chart of Accounts, connected bank feeds, and settings tailored to your nonprofit or service-based business.
- For Catchup: I’ll bring your books current for up to 12 months of activity to include:
- Adding and categorizing up to 700 transactions
- Reconciling month-by-month up to 2 financial accounts
You’ll come away with clean books, accurate reports, and a QuickBooks system structured to support your next steps—whether that’s managing things on your own, working with me monthly, or teaming up with your tax pro.
Investment: $500 | Click on image above to purchase.
Frequantly Asked Questions
Setup is for businesses starting fresh or transitioning to QuickBooks Online. I’ll create a tailored Chart of Accounts, connect bank feeds, and configure settings specific to your needs.
Catchup involves bringing your books up to date by entering and reconciling past transactions.
Cleanup focuses on correcting existing errors, such as miscategorized transactions or unreconciled accounts, to ensure your financial data is accurate and reliable.
The Diagnostic Review is a professional evaluation of your current bookkeeping system—whether you’re using QuickBooks® Online or spreadsheets. I follow a structured checklist that covers:
Chart of Accounts structure and alignment
Bank and credit card reconciliation status
Transaction categorization consistency and accuracy
Accounts receivable and payable balances
Undeposited funds and stale transactions
Signs of miscategorized, duplicate, or missing entries
Basic review of vendor and customer setup
Accuracy and formatting of key financial reports
Use (or misuse) of classes/tags if applicable
Potential compliance gaps, especially for nonprofits
You’ll receive a written summary of what’s working and what’s not—plus a short video review walking you through the main issues I’ve found and how to fix them.
Absolutely. Once the setup is complete, you’ll have full access and control over your QuickBooks Online account. I’m here to assist with the initial setup and provide ongoing support as needed.
The standard service includes:
Up to 2 bank or credit card accounts
Up to 700 transactions
Up to 12 months of historical data
If your needs exceed these limits, we can discuss a customized plan to accommodate your situation.
The standard turnaround time is 5–10 business days after I receive full access to your QuickBooks® Online account and any necessary documentation. This ensures I have enough time to accurately set up or catch up your books while addressing any issues that come up along the way.
If you need a quicker turnaround, expedited service may be available for an additional fee—just reach out before booking to discuss availability.
Because both services involve time, analysis, and hands-on work, I don’t offer a blanket money-back guarantee. That said, I stand behind the quality of my work. If you believe something was missed or not delivered as expected, I’ll do what I can to address the issue and make it right. My goal is to leave you with clean, accurate books and/or a clear path forward.