QuickBooks Cleanup — Fixed-Scope Options

 

Lite Cleanup

Best for: Minor issues, recent activity, books mostly intact

Typical scope:

• 1–2 months of activity

• Bank & credit card reconciliations

• Clear uncategorized / misposted transactions

• Fix obvious duplicates

• Bring balances back to reality

What it avoids:

• No historical reconstruction

• No inventory or job costing rebuilds

• No payroll corrections
   

Outcome: Books are usable again for day-to-day decisions.
 

Standard Cleanup

Best for: Ongoing drift, incomplete reconciliations, reporting confusion

Typical scope:

• 3–6 months of activity

• Full reconciliation of bank & cards

• Correct account mapping

• Clean opening balances (where possible)

• Fix common QuickBooks errors (undeposited funds, suspense misuse, etc.)

What it avoids:

• No multi-year reconstruction

• No forensic payroll work
   

Outcome: Clean, reliable financials you can trust.
 

Deep Cleanup

Best for: Long-standing issues, tax prep problems, lender concerns

Typical scope:

• 6–12+ months of activity

• Rebuild reconciliations from break point

• Correct chart of accounts structure

• Resolve historical misclassifications

• Repair reports for CPA / lender use

What it avoids:

• No forensic fraud investigation

• No system migrations
   

Outcome: Books suitable for tax filing, financing, and strategic decisions.

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Rescue Cleanup

Best for: Crisis situations, audits, failed handoffs, “nothing matches”

Typical scope:

• Severe reconciliation failure

• Multi-year drift

• Payroll & liability mismatches

• Sales tax / trust account issues (where applicable)

What to expect:

• Diagnostic phase first

• Written recovery plan

• Fixed fee only after scope is confirmed
   

Outcome: Stability restored. A clean foundation for moving forward.

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How Pricing Works

• All cleanups are fixed-fee, based on scope

• Scope is confirmed during the $95 File Review

• No hourly surprises

• No upselling games
   

Cleanup is required before monthly bookkeeping begins. 
This protects both you and your books.