Are your QuickBooks records a mess? You're not alone.
Whether your books have fallen behind, your bank accounts won't reconcile, or years of bookkeeping errors have piled up, I can help. As a CPA and QuickBooks specialist, I provide professional QuickBooks cleanup services that restore order to your financial records so you can get back to running your business with confidence.
No matter how complicated your books seem, they can be fixed.
If you're experiencing any of the following, it's time for a professional review:
Bank or credit card accounts won't reconcile
Duplicate or missing transactions
Uncategorized expenses and income
Incorrect GST/HST balances
Accounts Receivable or Accounts Payable doesn't make sense
Financial statements don't look accurate
Your accountant can't prepare your year-end financials
Multiple years of bookkeeping are behind
You inherited a QuickBooks file from someone else and aren't sure it's correct
If any of these sound familiar, I can identify the underlying issues and get your books back on track.
Every cleanup project is different, but services may include:
Reviewing your QuickBooks file for errors and inconsistencies
Cleaning up the Chart of Accounts
Reconciling bank and credit card accounts
Correcting duplicate, missing, or incorrectly posted transactions
Reviewing GST/HST balances and tax settings
Fixing Accounts Receivable and Accounts Payable issues
Organizing uncategorized transactions
Correcting opening balances and historical errors
Ensuring your financial statements accurately reflect your business
Providing recommendations to keep your books organized moving forward
I'm more than just a QuickBooks consultant—I'm a CPA with extensive experience helping small businesses solve complex bookkeeping challenges.
My goal isn't simply to "clean up" your QuickBooks file. I want to make sure your financial information is accurate, reliable, and easy to maintain so you can make better business decisions and avoid future bookkeeping headaches.
Whether your books are a few months behind or several years overdue, I can create a plan to get everything caught up efficiently.
Once your QuickBooks file is clean and accurate, I can also help you:
Develop a bookkeeping process that's easy to maintain
Train you or your staff to use QuickBooks more effectively
Review your books on a monthly or quarterly basis
Provide ongoing QuickBooks support whenever you need it
My goal is to leave you with books you can trust—not just today, but long into the future.