Reconciliations
Bank and card accounts are checked against the cleanup period so old balances do not quietly carry forward.
QuickBooks cleanup for agencies
Clean up overdue QuickBooks and bring the books current.
QuickBooks cleanup and catch-up bookkeeping for marketing, creative, web, paid media, and PR agencies that need reconciled accounts, missing items documented, and a clear starting point before monthly support begins.
Review first: access, scope, pricing, timing, and reporting availability are confirmed before work starts.
01File reviewed
02Open items documented
03Scope confirmed
04Monthly path clarified
Cleanup reviewA file-first cleanup plan.
- Bank and credit card reconciliations reviewed
- Uncategorized and unclear items documented
- Missing statements or records identified
- Monthly close path mapped after cleanup
No guessed scope.
The file review confirms how many months need work, which accounts need cleanup, and what open items need owner input.
Overview
Cleanup is not just categorizing old transactions.
A good cleanup finds the unreconciled accounts, duplicate transfers, uncategorized activity, missing statements, incorrect vendor or client records, and reporting gaps that make the books hard to trust. The goal is to make the current file usable before monthly support begins.
QuickBooks OnlineAgenciesMonthly closeCleanup first when needed
Service snapshotQuickBooks Cleanup and Catch-Up for Agencies
1–36months can be modeled
$300+monthly level starting point
Reviewbefore final quote
Use this page to understand fit, scope, pricing logic, and the practical next step before sharing sensitive details or committing to work.
What gets clarified
Clear scope before cleanup, monthly work, or reporting.
The review keeps expectations grounded in the actual file, not assumptions.
Categories
Unclear transactions are organized into questions instead of guessed into the wrong buckets.
Missing items
Statements, receipts, owner notes, transfers, and integrations that block cleanup are documented.
Reporting readiness
After cleanup, the file can move toward monthly reports, invoice or bill tracking, and client/project views when records and QuickBooks setup support them.
Boundaries
What a cleanup review protects against.
The review exists so cleanup does not become an open-ended mess. You see what needs attention, what is outside scope, and what can realistically be cleaned before recurring bookkeeping starts.
Old reconciliations
Prior periods can hide mismatched balances, duplicate entries, and unreconciled accounts.
Unclear transfers
Owner draws, reimbursements, credit card payments, and transfers need consistent treatment.
Integration noise
Payment processors, payroll tools, banks, and apps can duplicate or misclassify activity.
Unsupported reports
Client and project views are only useful after the underlying records are clean enough.
Pricing clarity
Public starting levels, then file-based scope.
Monthly pricing uses simple starting levels. Cleanup uses the same level logic multiplied by months behind, with final scope confirmed after review.
For lower-volume agency books: up to 125 transactions and 2 accounts.
For growing agencies: up to 200 transactions, 3 accounts, and stronger monthly visibility.
For higher-volume agencies: up to 300 transactions, 4 accounts, and more reporting needs.
Cleanup pricing
Estimate the starting point before a review.
Cleanup is usually modeled from the monthly level that fits the file, multiplied by the months behind. Final scope is confirmed after access, records, and open items are reviewed.
01Match the level
Based on monthly transactions, accounts, reporting needs, and invoice or bill visibility.
02Choose the months
Use the number of months that need catch-up, cleanup, or reconciliation work.
03Review the file
Missing information, old reconciliations, integrations, and unusual items can change final scope.
Estimate cleanup starting point
Monthly levelChoose the closest activity tier
Estimated cleanup starting point
This is a starting point, not a quote. Final pricing depends on file condition, access, missing information, and cleanup complexity.
Fit
Best fit for agencies that are behind but want a practical path forward.
This page is for agency owners who know the books are not current, are preparing for tax time, need a cleaner monthly close, or want to understand whether reporting by client or project is realistic after cleanup.
Good fitAgencies behind in QuickBooks Online, agencies with unreconciled accounts, or owners who need a file review before monthly support.
Not a fitEmergency tax advice, audits, assurance work, legal advice, or guaranteed financing, savings, or profit outcomes.
Next stepSend the basics so the cleanup period, monthly level, missing information, and reporting options can be reviewed.
Questions
Answers before you request a review.
Short, practical answers about scope, pricing, reporting, and next steps.
ScopeWhat does QuickBooks cleanup include?
Cleanup may include reviewing reconciliations, categories, bank and card accounts, transfers, missing records, open questions, and reporting readiness. Final scope depends on the file review.
PricingHow is cleanup pricing estimated?
Cleanup is generally modeled as the monthly level that fits the file multiplied by the months behind. Missing records, old errors, and unusual complexity can change the final quote.
TimingCan cleanup start right away?
Work starts only after access, scope, pricing, timing, and open items are confirmed. The review helps avoid starting with missing information.
After cleanupCan monthly bookkeeping continue after cleanup?
Yes, when there is a fit. Cleanup often leads into recurring monthly bookkeeping so the file does not fall behind again.
Need a file-based answer?
Send the basics and get the practical next step before anything is quoted.
Request a review