Independent QuickBooks specialists · Remote, nationwide
Your QuickBooks, reconciled and ready for your CPA.
For U.S. small businesses whose QuickBooks is wrong, months behind, broken, or moving from Desktop to Online. A specialist reconciles every account to its statement, corrects what was miscategorized or entered twice, and writes down every change. The scope and the fee are agreed in writing before any work starts.
Not ready to talk? Start with a free, view-only review — we read the file, change nothing, and reply in writing within one business day.
- Every account reconciled
- Fixed scope and fee
- Specialist-led
Change map — reconciliation summary
| Account | Out by, before | After |
|---|---|---|
| Operating checking | 1,904.12 | 0.00 |
| Payroll checking | 312.40 | 0.00 |
| Business credit card | 2,086.55 | 0.00 |
| Equipment loan | 0.00 | 0.00 |
- #012 Deposit entered twice from the bank feed — duplicate removed
- #019 Card payment booked as an expense — moved to the card account
- #027 Sales-tax payment entered as a check — re-tied to the liability
Why you can check us
What you can hold us to
Six commitments, each one either true of an engagement or not. None of them is a statistic we would have to ask you to take on faith.
How the method works · What results look like · How your data is handled
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Fixed scope, fixed fee
The scope and the fee are written down and approved before any work starts. No hourly drift.
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View-only until you hire us
The free review runs on view-only access — we read the file and change nothing. We never ask for bank logins.
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Every account tied to its statement
Bank, credit-card and loan accounts reconciled for the period in scope, the difference driven to zero where the records support it — and explained in writing where they do not.
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A change map your CPA can follow
Every correction is logged with its reason and the report it was checked against, so an outside reviewer can trace it without calling us.
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A specialist, not a pool
One firm and one specialist on your file — never a rotating queue of whoever is free.
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A written reply within one business day
Every message gets a written answer from someone who has read your file, inside one business day.
Start with the symptom
What can we help you fix?
Most files that reach us are in one of five states. Find yours; each page explains what is usually wrong, what you can fix yourself, and when it stops being a do-it-yourself job.
| If this is your file | You probably need |
|---|---|
| The months are in QuickBooks, but the numbers are wrongAccounts that won't reconcile, duplicates, Ask My Accountant piling up | QuickBooks cleanup2–4 weeks · from $1,500 |
| Whole months were never enteredThe file stops partway through the year, and a return or a lender is waiting | Catch-up bookkeeping1–3 weeks · fixed quote |
| The company file is brokenIt won't open, keeps throwing errors, or holds data you no longer trust | QuickBooks rescueScoped first |
| You are moving from Desktop, Xero or SageAnd you don't want the mess to move with you | MigrationCustom fixed quote |
| The books are right and you want them kept that wayA monthly close, reconciliations and a month-end package | Monthly bookkeepingFrom $400/mo |
| You're not sure which of these you haveMost people aren't — that is what the review is for | Free QuickBooks reviewFree · view-only |
Or start from what you are seeing
- My accounts won't reconcile Not reconciling
- The same transaction appears twice Duplicates
- I'm months behind Behind
- My balance sheet doesn't balance Out of balance
- Sales tax owed doesn't match what I filed Sales tax
- Opening Balance Equity won't go away OBE
- Undeposited Funds keeps growing Undeposited Funds
- Payroll liabilities never clear Payroll
- Bank feeds stopped or doubled up Bank feeds
- Inventory quantities or values are wrong Inventory
Every problem we handle · QuickBooks error codes · Fix it yourself or hire it out?
What we do
Five engagements, each with a fixed scope
One of these usually fits. The free review decides which, and nothing obliges the next one along. Floors are published starting points, not a quote for your file.
All services · Pricing, and what moves a quote · Estimate a cleanup
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QuickBooks cleanup
Reconcile every account, fix miscategorized and duplicate transactions, and trace Opening Balance Equity — for books that exist but are wrong.
- Timeline
- 2–4 weeks
- Starts
- From $1,500
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Catch-up bookkeeping
Enter and reconcile the months that were never recorded, oldest first, until the file is current and a year can be filed.
- Timeline
- 1–3 weeks
- Starts
- From $1,500
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QuickBooks rescue
Diagnose and repair a broken or corrupted company file before any bookkeeping is done on it.
- Timeline
- Scoped first
- Price
- Quoted
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Migration
Move to QuickBooks Online from Desktop, Xero or Sage — cleaned first, then converted, then checked against the reports taken before the move.
- Price
- Custom fixed quote
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Monthly bookkeeping
Reconciliation, categorization and a month-end package every month, so a cleaned file stays clean. Always optional.
- Timeline
- Ongoing
- Starts
- From $400/mo
Why QBSpecialist
Why our work is reconciliation-first
We don't call a file clean because the transactions look tidy. A bank statement is evidence; a QuickBooks report is an assertion. So we reconcile each account to its statement first, correct what the reconciliation exposes, and write down every material change — because a number you cannot explain is a liability, and a number with a documented reason behind it is an asset.
How an engagement works
What happens after you contact us
Eight steps, in order. You see the scope and the fee in writing before anyone touches the file, and the last step is optional.
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Free review
Free · view-only
A specialist reads your QuickBooks file view-only and writes back a plain-language health check — what is wrong and what it takes to fix. A written reply within one business day.
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Discovery call
By phone
We walk through what the review found, what your filing or lender deadline actually requires, and which years are worth doing.
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Proposal
Fixed scope
A written scope: what we will fix, what we will not touch, the fixed fee, and the timeline. Nothing starts until you approve it.
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Access set up
No bank logins
The review runs on view-only access. Once you approve the scope, the work runs on QuickBooks' accountant access — Desktop by screen-share or a hosted copy. We never ask for your bank logins.
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Cleanup
2–4 weeks typical
Reconciliation, categorization, duplicates, and opening balances, worked in passes. Every correction is written down before it is made.
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Verification
Every account
Each account is tied back to its statement, and your saved reports are re-run and compared against the snapshot taken before we started.
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Delivery
Change map included
You receive the corrected file, the change map, and a month-end package you can hand to a CPA.
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Optional monthly bookkeeping
From $400/mo
If you want the books kept clean, the same specialist runs the monthly close. Entirely optional — the cleanup stands on its own.
What you receive at hand-back
- Reconciled accounts — every bank, credit-card and loan account tied to its statement for the period, the difference driven to zero.
- A corrected chart of accounts — duplicated, misused and orphaned accounts merged or retired, so the profit and loss reads like the business.
- Duplicates cleared — double-entered bills, doubled bank-feed matches and duplicated deposits removed, and listed rather than hidden.
- A month-end package — the reconciliation summary and statement pack for the closed period.
- A change map — every correction, why it was made, and the report snapshot it was checked against.
- A cleanup summary — one page in plain language on the state the file arrived in and what changed in the numbers you read.
- Open issues, written down — a missing statement, a balance only you can explain, a decision that is your CPA's to make. Named, not buried.
- Next steps — what to change so the same mess does not rebuild, honest about what you can do yourself.
QuickBooks Live or a specialist?
Is QuickBooks Live enough, or do you need a specialist?
It depends on the state of your file, not the brand. QuickBooks Live is Intuit's own bookkeeping service, an add-on to QuickBooks Online staffed by Intuit's bookkeepers. For books that are already current and simple, it is often a sensible, low-cost way to keep them that way — and we will tell you so.
It is not built to reconstruct reconciliations, repair a beginning balance nobody trusts, or catch up years of drift. A file that is wrong, behind or complex needs fixing before it needs maintaining, and that is the work we do. Neither QuickBooks Live nor QBSpecialist files tax returns. For Live's current pricing, check Intuit's QuickBooks Live page — we don't quote it.
| QuickBooks Live | QBSpecialist | |
|---|---|---|
| Who provides it | Intuit | An independent firm — not Intuit |
| Built for | Keeping current, simple books maintained | Books that are wrong, behind, broken or moving |
| Messy or years-behind files | Not what it is designed for | Cleanup and catch-up at a fixed scope |
| Who works on your file | Intuit's bookkeeping team | One firm, a specialist on your file |
| QuickBooks product | An add-on to QuickBooks Online | QuickBooks Online and Desktop |
| Files your tax return | — | — |
| Price | Set by Intuit | Cleanup from $1,500 · monthly from $400/mo |
| Fits best | Current, simple books | Wrong, behind or complex books |
Is QuickBooks Live worth it? · QuickBooks Live vs. a bookkeeper · QuickBooks Live vs. a ProAdvisor
By business
Where the books work differently
Most bookkeeping is the same everywhere. The parts that are not — job costing, trust accounts, restricted funds, marketplace payouts — are where a generalist gets it wrong. Each page covers what actually differs.
- Construction Job costing, retainage
- Law firms Client trust accounts
- Medical practices Insurance remittances
- E-commerce Payouts net of fees
- Real estate Property-level tracking
- Nonprofits Restricted funds
- Restaurants Daily sales, tips payable
- Trucking Miles by state
Not listed? The work is the same underneath — all industries · where we work
Do it yourself
Guides, checklists and tools, free to use
The cleanup checklist we work from is published, along with the references behind it. If a gap is small enough to fix yourself, start here.
Questions people ask before they hand over a file
How long does a QuickBooks cleanup take?
Two to four weeks is typical for a cleanup, and one to three weeks for a catch-up. The variables are how many months are open, how many accounts have to be reconciled, and how fast statements and answers come back to us. You get the timeline in writing in the proposal, before any work starts.
How much bookkeeping history can be recovered?
There is no fixed limit. Books can be caught up as many years back as your records support, whether that is a few months or a decade — QuickBooks imposes no cap. What governs how far you go is whether the source records still exist, what your filing obligation actually requires, and whether reconstructing an older year is worth the cost. We tell you which years are worth doing and which are not.
Do I need QuickBooks Online, or do you work in Desktop too?
Both. QuickBooks Online we work through view-only accountant access for the review, then accountant access for the work. QuickBooks Desktop we work by screen-share or on a hosted copy of the file. You do not need to migrate to Online to get your books cleaned up — and if migration is the right move, that is its own engagement with its own scope.
Can I keep working in QuickBooks while the cleanup is happening?
In QuickBooks Online, yes — we can work in the file at the same time you do, so you keep invoicing and entering as normal while we work behind you in the periods being cleaned. On Desktop it depends on how we access the file: by screen-share we schedule around you, and on a hosted copy we agree a cut-off first so nothing you enter afterwards is lost. We tell you which applies before any work starts.
Will anything be deleted from my file?
Nothing is combined, retyped, or deleted on our judgment alone. Corrections are written down before they are made, approved by you, and executed one change at a time so cause and effect stay visible. At the end you receive a change map — the written record of every correction and why it was made.
What access do you need to my books?
The free review runs on secure, view-only access: we can read the file but change nothing, and we never ask for your bank logins. If you hire us, the same hands work in the file using QuickBooks' accountant access — Desktop by screen-share or a hosted copy. Access is set up with you, and it takes a few minutes.
More answers: how fast a cleanup runs · how many years back you can go
Not sure how bad it is?
Talk to a QuickBooks specialist.
Describe the file and a specialist will tell you which of these you are dealing with — including when the answer is that you don't need us.