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QB Specialist

Independent QuickBooks specialists

Messy QuickBooks, cleaned up by a senior specialist.

QBSpecialist is an independent QuickBooks cleanup service. A senior specialist reconciles every account to the statement, fixes miscategorized and duplicate transactions, and hands back books you can file and trust — typically in two to four weeks, remote, at a fixed scope. It starts with a free review of your file.

Last reviewed July 2026

  • Every account reconciled
  • Fixed scope, fixed fee
  • A senior specialist, not a pool
The shape of a QuickBooks cleanup A vertical flow: a file of unreviewed transactions is reconciled down to zero unreconciled accounts, then confirmed, ending in books you can file with the difference out by 0.00. Illustrative. 1,240 Unreviewed transactions RECONCILE 0 Unreconciled accounts EVERY ACCOUNT TIED TO STATEMENT CONFIRM Books you can file OUT BY 0.00
An illustrative cleanup: every account reconciled, the difference driven to zero — books you can file.

What it costs

Fixed-scope engagements

Real ranges are set after a free review. The floors shown are published starting points, not a quote for your file.

Engagement pricing
Engagement Typical range Timeline What's included
From $1,500 2–4 weeks Reconcile all accounts, fix categorization, hand-back review.
Custom fixed quote 1–3 weeks Enter and reconcile missing months to current.
Quoted Scoped first Diagnose and repair the file before any bookkeeping.
From $400/mo Ongoing Reconciliation, categorization, month-end package.

Cleanup

Typical range
From $1,500
Timeline
2–4 weeks
Included
Reconcile all accounts, fix categorization, hand-back review.

Catch-up

Typical range
Custom fixed quote
Timeline
1–3 weeks
Included
Enter and reconcile missing months to current.

Rescue

Typical range
Quoted
Timeline
Scoped first
Included
Diagnose and repair the file before any bookkeeping.

Monthly

Typical range
From $400/mo
Timeline
Ongoing
Included
Reconciliation, categorization, month-end package.

Not sure how bad it is?

Get an honest read on your books.

A senior specialist reviews your file view-only and sends back a plain-language health check — what's wrong, what it takes to fix, and a fixed scope. No obligation.

Book a call

Who we help

Small businesses, most industries

Construction Professional services E-commerce Restaurants Nonprofits Real estate Healthcare Agencies

How we document the work

We'd rather show you the work than ask you to trust a badge.

Sample month-end package — an illustrative reconciliation summary with every account out by zero for Sample Company LLC. Watermarked example, not a real client document. Sample workflow — not a specific client’s data

See a sample month-end package

See the exact reconciliation report and statement pack you receive each month.

Our reconciliation methodology

Every account is tied to the statement. Read exactly how we work in our bank reconciliation reference.

Read the reference

Response-time commitment

A written reply within one business day.