Financial Management
Professional QuickBooks Cleanup Services for Small Business Owners
Miscategorized transactions, unreconciled accounts and months of backlog do not have to stay that way. We clean it up so your financials make sense again.
- Service area
- Financial Management
- Buying shape
- One time project, fixed scope and fixed price
- Typical timeline
- Two to four weeks from the day we get access
- Starts with
- A free 15 minute look at your file
The real cost
A QuickBooks file you do not trust is a decision you cannot make.
Inaccurate or disorganized QuickBooks data does not just cause headaches at tax time. It quietly affects every financial decision you make in between. You price a job from a margin that is wrong. You hold off on a hire because the cash position looks worse than it is. You pay your preparer to sort out twelve months of guesswork in April.
Balances in QuickBooks do not match your bank statements.
Expenses sit in Uncategorized, Ask My Accountant, or the wrong account entirely.
The same transaction appears twice, or a deposit appears as income and as a transfer.
Prior year numbers change every time somebody opens the file.
If the file cannot be trusted, every report built on it is fiction.
What a cleanup is
We rebuild the file until the numbers are correct, then we prove it.
A cleanup is a defined project with a start, a finish and a fixed price. We work through your QuickBooks Online file account by account and month by month, correct what is wrong, document what we changed, and hand you back a file that reconciles to the bank.
Every bank and credit card account reconciled to the statement, month by month
Including the months nobody has touched.
Transactions recategorized against a chart of accounts that fits your business
Not the default chart QuickBooks installed on day one.
Duplicates, mis-posted transfers and orphaned journal entries removed
Opening balances, undeposited funds and the AR and AP aging corrected
Prior periods closed and locked so the history stops moving
A written summary of what was wrong, what we changed and why
What you get at the end
Accounts that reconcile to the bank, every month, with no unexplained difference.
Financial statements you can hand to a lender or a preparer without apologising for them.
A chart of accounts that reflects how your business actually earns and spends.
A written record of every correction, so the changes are auditable.
A file that is ready for your tax professional rather than one that creates work for them.
A clean starting point, whether you carry on yourself or hand the books over.
Clarity. Confidence. Control.
Better businesses begin with better decisions.
Accurate books are the start. What you do with them is the point.
Owners who had exactly this problem
I highly recommend this company! Dom and his staff helped me out fast when I needed it the most! Top notch service, attention to detail and great communication along the way. Thank you!!
I was referred to Dom and his team with a 30 day application deadline and wasn’t able to focus on the financials. Their diligence, professionalism and level of communication is outstanding. I gave them two of my entities to start and will be giving them everything moving forward.
I recently had the pleasure of working with KWM Consulting for our company’s accounting needs, and I am thoroughly impressed with the service they provided.
TODAY
Book a 15 minute review
Tell us what happened and how far back it goes. Nothing is prepared in advance and nothing is judged.
ON THE CALL
We look at your file
We open QuickBooks with you, or take read only access, and find out what is actually broken rather than guessing from a description.
WITHIN 48 HOURS
You get a cleanup plan and a flat rate
A written scope, a fixed price and a finish date. No hourly billing, and no obligation to proceed.
Where cleanup sits
QuickBooks cleanup is a project inside Financial Management, the area where KWM runs the recurring financial work of a business. Most owners who start with a cleanup move into ongoing monthly work afterwards, because the file only stays clean if somebody keeps it clean. You are not required to.
Financial Management
Ongoing service levels
Foundation, Advanced and Strategic, compared side by side.
Answered before you ask.
Messy or Inaccurate?
Inaccurate or disorganized QuickBooks data doesn’t just cause headaches at tax time, it quietly affects every financial decision you make. We clean up the mess, fix the errors, and get your books back to a place where you can actually trust what you’re seeing.
QuickBooks cleanup for Palm Beach County businesses
We clean up QuickBooks Online and QuickBooks Desktop files for businesses across Palm Beach County, from West Palm Beach to Boca Raton. The work happens remotely through secure access to your file.
The result is a set of books that reconciles to the bank, with a record of every change we made, ready for your tax professional or your lender.
Fix your QuickBooks the right way.
Fifteen minutes on a call, a written plan within two business days, and a price before anything starts.