QuickBooks Cleanup (QuickTune-Up)
If your QuickBooks file is behind, unreconciled or full of mystery balances, a QuickTune-Up gets it accurate again. We find and fix the problems, then leave you with books you can trust.
How Nelson & Associates handles QuickBooks Cleanup (QuickTune-Up)
Common problems include duplicate transactions from bank feeds, uncategorized expenses, payments not matched to invoices, undeposited funds piling up, incorrect opening balances, unreconciled accounts and sales tax that doesn't match filed returns. Left alone, they produce wrong financial statements and wrong tax returns.
Our cleanup starts with a diagnostic review and a fixed quote. We then reconcile every bank and credit card account, correct categorization, clear out stale balances, match receivables and payables and tie the balance sheet to supporting records. Finally, we recommend process changes, or ongoing bookkeeping, so the file stays clean.
Who this is for
- Businesses months or years behind on books
- Owners preparing for a loan, sale or tax return
- Companies whose bookkeeper left unexpectedly
- Files with unreconciled accounts or odd balances
- Businesses facing an IRS or sales tax audit
- Anyone who doesn't trust their QuickBooks reports
Everything covered in our QuickBooks Cleanup (QuickTune-Up) service
- Diagnostic review and fixed-fee quote
- Bank and credit card reconciliations
- Duplicate and miscategorized transaction correction
- Undeposited funds and A/R/A/P cleanup
- Opening balance and equity corrections
- Sales tax reconciliation to filed returns
- Payroll and loan balance reconciliation
- Recommendations to keep the file clean
The paperwork behind QuickBooks Cleanup (QuickTune-Up)
| Reconciliation reports | Proof each account matches its statements |
|---|---|
| Balance sheet tie-out | Every balance supported by a schedule |
| Adjusting journal entries | Documented corrections |
| Sales tax reconciliation | Books matched to DR-15 returns |
| Catch-up financial statements | Corrected results for prior periods |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- QuickBooks access
- Bank and credit card statements for the cleanup period
- Loan statements
- Payroll reports
- Sales tax returns filed
- Prior tax returns
How it works, step by step
Diagnose
We review the file and quote a fixed fee.
Reconcile
Every account is reconciled to statements.
Correct
Errors are fixed and balances supported.
Hand back
You get clean books and a plan to keep them that way.
Why clients choose us for QuickBooks Cleanup (QuickTune-Up)
Accountants, not just trainers
We set QuickBooks up the way your tax return and financial statements need it.
Industry-specific setup
Charts of accounts tailored to restaurants, contractors, practices and more.
Fast answers
Quick help when you're stuck, so small problems don't become big ones.
Clean books, lower fees
Well-kept books make year-end tax work faster and less expensive.
QuickBooks Cleanup (QuickTune-Up) across the United States
From our Doral office we provide QuickBooks Cleanup (QuickTune-Up) to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
Services clients often pair with this
QuickBooks Setup
QuickBooks Online setup with a chart of accounts, bank feeds, products, sales tax and payroll configured for your business and your tax return.
Learn more Business Accounting & AdvisorySmall Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements that keep your business accurate, tax-ready and easy to manage.
Learn more Tax Preparation & PlanningBusiness Tax Preparation
Corporate, S corporation and partnership returns, plus Florida corporate income tax, prepared from clean books and filed on time.
Learn more QuickBooks ServicesQuickBooks Support (QuickAnswers)
Fast, accountant-level answers to your QuickBooks questions, so small problems never turn into big ones.
Learn moreMore in QuickBooks Services
QuickBooks Cleanup (QuickTune-Up) FAQs
5 answers to the questions clients ask most. Don’t see yours? Ask us directly.
How long does a cleanup take?
It depends on how far behind the books are and the volume of transactions. After our diagnostic review we give you a timeline with the quote.
Will cleanup change my past tax returns?
Sometimes corrections reveal that a prior return was wrong. We explain the impact and whether an amended return makes sense.
Can I keep using QuickBooks during the cleanup?
Usually yes, with some coordination. We'll agree a cutoff so new and corrected entries don't collide.
What happens after cleanup?
You can keep the books yourself with training, or let us handle monthly bookkeeping.
Do you offer QuickBooks Cleanup (QuickTune-Up) outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about QuickBooks Cleanup (QuickTune-Up).
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.