What the review looks at
- Which months are reconciled, and which aren't
- Balances that don't tie to statements or loan records
- Income recorded twice from payments and deposits
- Customer deposits and unapplied payments
- Equipment purchases and financing
- How invoicing and payment apps feed the books
Behind on QuickBooks? Get a clear catch-up plan.
Start with a free consultation. With your permission, we review the file and quote the months, records and work involved before making changes. Monthly bookkeeping can follow once opening balances are agreed.
Cleanup is priced separately from monthly bookkeeping, as a fixed quote for a defined scope.
Cleanup is priced separately. Prefer email? Request a written quote.
Four steps to current books.
Clear scope first, then steady progress you can see.
Look at the file
After your approval, we review the books through access you grant. Nothing is changed during the review.
Fixed quote
The months covered, the deliverables, the records we need and a fixed price.
Month by month
Each month is tied to its statements before the next one starts. Missing records move the schedule, in writing.
Hand over
You get the catch-up reports and a list of every fix. Monthly service starts once opening balances are agreed.
New books or new software
Starting fresh, or moving from desktop software or spreadsheets? Setting up the books properly is part of the setup or cleanup quote. Software subscriptions stay in your name.
What it costs
Always a fixed quote for a defined scope, never an open-ended hourly bill. The price depends on the months involved, the number of accounts and how complete your records are.
Work directly with Mitt
Mitt reviews the file with you, writes the quote and does the catch-up work, month by month.
Mitt Patel, owner · Certified QuickBooks ProAdvisor
Find out what a cleanup would involve
Start with a free consultation. If the books are behind, the next step is a look at the actual file before any quote.