QuickBooks cleanup in Miami

The QuickBooks problems we find most

Fast-growing businesses add a payment processor, a second bank account, a new bookkeeper, then a bank rule that files everything from one vendor in the wrong place. Each change is small; together they leave money in Undeposited Funds that never reached the bank, income counted twice, and a balance sheet nobody trusts.

Our free audit reads your QuickBooks in seconds and shows the biggest of these before you commit to anything.

How a QuickBooks cleanup works

1. Step 1

   Connect QuickBooks

   Read-only to start. A free audit shows what is off before you commit to anything.

2. Step 2

   Find what is wrong

   Undeposited Funds that never reached the bank, Uncategorized Income and Expense, Opening Balance Equity, duplicate vendors and customers, bank rules that misfile every month.

3. Step 3

   Fix it in QuickBooks

   Corrections made in your own QuickBooks file, each one approved by you, so the books stay yours and nothing lives in a system you cannot see.

4. Step 4

   Keep it clean

   The same checks run every month afterwards if you stay on with us, so the next cleanup is a handful of items instead of another year.

Who we work with in Miami

• ›Businesses on QuickBooks Online
• ›Owners with more than one bank or processor
• ›Companies that switched bookkeepers
• ›Restaurants and retail with daily deposits
• ›Agencies paid per project

Questions

Do you work in QuickBooks Desktop?

We work in QuickBooks Online and Xero. If you are on Desktop, we can help you move to Online as part of the cleanup.

How long does a cleanup take?

It depends on the period and how quickly statements come in. You will know the size of the job from the audit before you pay.

Is this tax preparation?

No. We fix the books; your CPA files from them.