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QB Specialist

Independent QuickBooks specialists

Messy QuickBooks, cleaned up by a senior specialist.

We reconcile every account to the statement, fix miscategorized and duplicate transactions, and hand back books you can file and trust — typically in two to four weeks, remote, at a fixed scope.

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 we do

Five ways we fix QuickBooks

QuickBooks cleanup

Reconcile, recategorize, and correct months of messy books.

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Catch-up bookkeeping

Enter and reconcile missing periods, back to current.

QuickBooks rescue

Diagnose and repair a broken or corrupted company file.

Migration

Move to QuickBooks Online without losing history.

Monthly bookkeeping

Reconciliation, categorization, and a real month-end package.

Free QuickBooks review

A senior specialist looks at your file and tells you what it needs.

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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.
From $1,500 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.

Not sure how bad it is?

Get an honest read on your books.

A senior specialist reviews your file read-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 you can verify us

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

A real 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

You hear back from a real specialist within one business day, in writing.