Books behind? We'll get them current.
If your QuickBooks Online account is behind, inconsistent, or hasn't been reconciled in months, we scope a one-time cleanup and catch-up project to get your books accurate and current — before moving you to ongoing monthly bookkeeping.
Signs Your Books Need a Cleanup
Most businesses don't plan to fall behind — it happens gradually. These are the most common reasons clients come to us for a cleanup project.
- Your bank and credit card accounts haven't been reconciled in several months
- Transactions are miscategorized or sitting in "Uncategorized Expense"
- You don't trust the numbers QuickBooks is showing you
- Your books don't match what your tax preparer filed last year
- You switched bookkeepers and inherited a mess
- The balance sheet has duplicate, negative, or unexplained balances
- Payroll isn't recording correctly against the right accounts
- You're growing fast and the books never caught up
What a Cleanup Project Covers
Every cleanup is scoped to the specific condition of the books. Depending on what we find, a project typically includes some or all of the following.
Reconciliation Catch-Up
Bringing bank, credit card, loan, and payroll liability accounts current and reconciled to statements.
Transaction Review
Correcting miscategorized, duplicate, or uncategorized transactions so the chart of accounts actually reflects the business.
Chart of Accounts Cleanup
Removing duplicate accounts, fixing structure, and setting up a chart of accounts that supports clear reporting going forward.
Balance Sheet Correction
Investigating and correcting incorrect balances in accounts receivable, accounts payable, loans, and equity.
From Assessment to Current Books
A cleanup starts with a review of where things stand, not a blind commitment. You'll know the scope before the work begins.
We Get Access
You grant QuickBooks Online access so we can see the actual condition of the books.
Diagnostic Review
We assess reconciliation status, account structure, and how far back the issues go.
Scope & Proposal
We tell you what we found and what it will take to fix it before any cleanup work starts.
Cleanup Work Begins
Reconciliations, corrections, and chart of accounts work proceed against the agreed scope.
Review With You
We walk through what changed and answer questions before closing the books.
Handoff to Ongoing Bookkeeping
Once current, your books move into regular monthly bookkeeping so they stay that way.
What Affects the Price of a Cleanup
Cleanup projects are quoted individually after the diagnostic review — there's no flat rate, because the condition of the books varies too much from business to business. The factors below are what typically drive scope and price.
How Far Behind
A few unreconciled months is a different project than a few years of untouched books.
Transaction Volume
More monthly transactions and more accounts generally means more time to review and correct.
Number of Accounts
Bank, credit card, loan, and payroll accounts each add to the reconciliation workload.
Data Quality
Duplicate entries, missing records, or inconsistent categorization take longer to untangle than simple backlog.
Payroll Complexity
Multi-state payroll, contractors, or benefits add review steps beyond basic transaction cleanup.
Prior Bookkeeper Handoff
Whether records and access transfer cleanly from a previous bookkeeper affects how much reconstruction is needed.
We'll give you a clear, scoped proposal after the diagnostic review — before any cleanup work begins.
Clean Books Aren't Just About Looking Organized
Accurate Tax Filing
Your tax preparer works from what's in QuickBooks. Inaccurate books create inaccurate returns.
Real Decision-Making
You can't price jobs, manage cash flow, or plan hiring off numbers you don't trust.
A Foundation to Build On
Job costing, forecasting, and CFO-level reporting all depend on clean, current books underneath them. See a worked example of how this plays out in from messy books to real decisions.
Cleanup Projects for Every Type of Business
Cleanup and catch-up work is one of the most common ways clients start with AmpleX Consultants, regardless of industry.
Cleanup & Catch-Up Questions
How far back can you clean up my books?
It depends on the condition of the records and how far back reliable source documents (bank statements, invoices, payroll records) are available. We'll tell you what's realistic after the diagnostic review.
How long does a cleanup take?
Timelines vary based on how far behind the books are and how complex the business is. We'll give you an estimated timeline as part of the scoped proposal, not before.
What does a cleanup cost?
Cleanup projects are priced individually after we review the actual condition of your books — there's no standard flat rate. See the cost factors above for what typically drives the scope.
Will this change what I already filed with the IRS?
A bookkeeping cleanup corrects your QuickBooks records. If cleanup work identifies issues that affect a previously filed return, that's a tax question we'll flag for discussion with your tax preparer — AmpleX Consultants works in partnership with Hogberg Tax for tax preparation and planning.
Do I need to switch to ongoing bookkeeping after a cleanup?
No, but most clients do, since a cleanup only fixes the past — it doesn't keep the books current going forward. We're happy to discuss what fits your situation.
What if I'm switching from another bookkeeper?
This is one of the most common reasons clients start a cleanup project. We'll work with whatever records and access you're able to provide, and let you know early if anything is missing.
Do you work with businesses outside Arizona and Iowa?
Yes. Because QuickBooks Online is cloud-based, AmpleX Consultants provides cleanup and bookkeeping services to businesses across the United States.
Let's see what your books actually need.
Two ways to start — pick whichever fits where you're at.
Ready to talk now
Book a free 30-minute clarity call. No pitch.
Just a real look at where your books stand and whether we're a fit.