QuickBooks cleanup for small businesses
Your QuickBooks is up to date, but you don't trust what it says. The profit and loss doesn't match how the year felt, the balance in QuickBooks isn't the one at the bank, and nobody can tell you why. A cleanup fixes the file itself, so your reports mean something again.
From Landon
“I want you to feel like you don't even have to worry about the bookkeeping, the back end of your business.”
Landon Fields, founder of VenduralWhat we fix in a QuickBooks file
Miscategorized transactions
Fuel booked as materials, a truck loan payment booked as an expense, personal purchases sitting in business accounts. We move each one to where it belongs.
Duplicates
Transactions entered by hand and then imported again from the bank feed, or the same bank feed match accepted twice. We find the extras and remove them.
Accounts that were never reconciled
We reconcile every bank and credit card account against your statements, month by month, until the QuickBooks balance matches the bank.
Customer payments recorded as new income
Payments entered as a deposit instead of applied to the invoice count the same sale twice and leave the invoice showing as unpaid.
Money stuck in Undeposited Funds
Payments received in QuickBooks but never matched to a bank deposit, sitting there for months.
A chart of accounts nobody can read
Overlapping accounts like "Supplies", "Materials" and "Job Supplies", and accounts nobody remembers creating.
A chart of accounts for your business
Every cleanup client moves onto a standard chart of accounts for their type of business. Trade businesses get one built around jobs, materials and crews.
How a QuickBooks cleanup works
- 01
Get your price, then book a call.
Get your price in 2 minutes, then book a quick 30-minute call to get set up.
- 02
Give us accountant access.
After your call, we review your QuickBooks file and send the cleanup invoice for you to approve before we start.
- 03
Send your statements.
Bank and credit card statements for the months being cleaned up, so we can reconcile against them. We never ask for your bank login.
- 04
We fix the file.
Recategorize, remove duplicates, reconcile every account, and move you onto a chart of accounts for your type of business. Anything we can't tell from the records comes back to you as a question.
- 05
The monthly plan keeps it clean.
You get a profit and loss statement and balance sheet you can trust, and after that each month's books are closed within the first ten business days of the next month.
What a cleanup costs
Like catch-up, cleanup is $199 for each month on Starter, $349 on Growth and $599 on Established. Custom is priced on the call. After your call, we review your QuickBooks file and send the cleanup invoice for you to approve before we start.
Pricing
Simple monthly pricing
Starter
$249 per month
Catch-up: $199 per month behind. No hourly billing.
- Up to 150 transactions a month
- Cash-basis books, one business
- Every transaction categorized and every account reconciled
- Books closed every month, within the first ten business days
- A short monthly review list, so you only check the transactions that need you
- Profit and loss and balance sheet with a plain-English summary
- Questions come by text or email, and a few words back is enough
- One setup call, then no meetings to schedule
- No QuickBooks Online yet? We set it up for you at no extra cost
Custom: more than 500 transactions a month, or more than one business? We'll price it on the call.
Get my priceIf your books are behind, catch-up is a one-time fee per month behind: $199 on Starter, $349 on Growth and $599 on Established. Custom is priced on the call. You'll see your estimate in 2 minutes, and we confirm it on a quick 30-minute call before anything is billed.
Behind as well as messy?
If your books are also behind, we handle the catch-up and the cleanup together. See how a catch-up works.
Certified QuickBooks Online ProAdvisor
Landon Fields is a Certified QuickBooks Online ProAdvisor. Your QuickBooks file stays yours, so if you ever leave, there's nothing to extract or hand back.
FAQ
Ready for clean books?
Get your price in 2 minutes, book a 30-minute call, then finish sign-up online in a few minutes.
Get my price