When your books are months behind or you no longer trust what QuickBooks is telling you, we reconcile every account, fix what is wrong, and hand you a P&L and balance sheet you can actually use. You get a flat quote before any work starts.
Messy books rarely happen all at once. A few missed reconciliations turn into a few missed months, and the reports stop meaning much. If any of these sound familiar, a cleanup is usually the fastest way back to numbers you can trust.
The number in QuickBooks does not match what the bank says, and nobody is sure which one is right.
Hundreds of transactions are waiting, and too many of them landed in Uncategorized Expense or Ask My Accountant.
Customers show as owing you money they already paid, so your receivables and your P&L are both overstated.
The books stopped getting done when the business got busy, and now catching up feels bigger than it is.
Your CPA sends questions back every year, or you are not confident the numbers on your return are right.
Lenders and investors want financials they can trust. Clean books are usually the first thing they ask for.
We reconcile each account to its statements month by month, so QuickBooks finally matches the bank.
We code every transaction to the right account and set up bank rules so the pile does not come back.
We remove duplicates, apply payments to the right invoices, and clear Undeposited Funds.
We check Opening Balance Equity, loans, owner draws, and payroll liabilities so the balance sheet actually balances.
We rename and merge accounts so your P&L reflects how you run the business.
You receive a clean P&L and balance sheet, plus a plain-English summary for your CPA of what we found and fixed.
You give us read-only access to QuickBooks. We look at how far behind the books are and what needs fixing, then walk you through it on a short call.
You get one price for the full cleanup, with the scope written out. No hourly surprises and no work starts until you say go.
We reconcile, recode, and correct everything in the agreed scope, and we text you if a question comes up that only you can answer.
We walk you through your clean P&L and balance sheet and what changed. If you want to keep it that way, monthly bookkeeping picks up from there.
"Erick is the man. I have known him for so long and he has helped me countless times with my finances with small business ventures. He is beyond helpful with specific guidance on managing and tracking expenses along with guiding me to make smarter decisions with my money and tracking everything I need to make sure I stay profitable and productive."
"Erick helped us out a ton by going through and cleaning up our books from 2024 thru 2026 and was able to tell us exactly where we were spending too much money and where we had opportunities to grow. Definitely recommend!"
"These guys are literally THE BEST consultants I've worked with in my career. They are thorough, quick, logical, efficient, and kind. They are solution oriented and don't waste time. Very fair pricing for the mountains they move for you."
One flat price for the full cleanup, quoted after we look at your books. What moves the price:
Once the past is clean, monthly bookkeeping starts at $300 to $350 a month for solo owners. See every plan on our bookkeeping and fractional CFO services page, or read what a bookkeeper costs in Arizona.
Tell us a little about your business and how far behind things are. We will look at your QuickBooks, tell you what needs fixing, and give you a flat quote. It is free, and there is no pressure. We reply within one business day.
Want to skip the form? Text or call (480) 430-2772.