Cleanup
What a QuickBooks cleanup involves
How far back it goes, what gets fixed, how it is quoted, and what keeps the books current afterward.
Read the guide: What a QuickBooks cleanup involvesQuickBooks cleanup & catch-up bookkeeping in Massachusetts Months behind? Years? The books can come back.
Behind on bookkeeping? We take a QuickBooks Online file that has fallen behind, or quietly gone wrong, catch up the missing months, and make it accurate, organized, and ready for tax time.
Request a free consultation
Tell us how far back it goes, even if the answer is a shoebox. Prefer to call? 781-924-1489
- QuickBooks Online
- The start of monthly bookkeeping
- Quoted before work begins
What a cleanup covers
Verify what's there, fix what's wrong, and leave it organized.
Whether it's a few months of missing entries or years of miscategorized expenses, the process is the same, and it ends with more than a tidy file.
- Missing months entered, so the books cover everything that happened.
- Accounts reconciled until the books match the bank again.
- Expenses categorized correctly, all the way back to where the problems started.
- A file your tax preparer can use without a scramble at tax time.
Is this you?
Signs a cleanup is the right first step.
Behind
Months of transactions never made it into the books, and the file stopped matching the bank a while ago.
Messy
Everything got entered, but not correctly: expenses in the wrong categories and accounts never reconciled.
Uncertain
The books exist, but you can't say whether they're right, so every tax season turns into a research project.
“Filled with gratitude and appreciation for Larsen Bookkeeping Services. LBS has taken Classic Tractor Services, LLC, sand & gravel excavation business, to that of a high level, efficient, up to date, organized bookkeeping model over the last 4 months. Reasonable/fair pricing, they are always available for questions.”
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Getting started
How a cleanup gets started.
Talk it through
A free consultation about where the books stand and how far back the problems go.
Get a quote
We scope the cleanup and quote it before any work begins.
Get a clean file
Entries corrected, accounts reconciled, and the file left organized. Monthly bookkeeping keeps it current from there.
Questions about cleanup
As far back as necessary. Sometimes that’s only to the year your last tax return was prepared, which keeps the cost down. The scope is set in the quote, before work begins.
Yes. A cleanup is how monthly bookkeeping with us begins, so the books we put right stay that way. The cleanup is scoped and quoted separately, and the monthly work starts once it’s done.
That's the goal: a reconciled, correctly categorized file your preparer can work from.
A cleanup is scoped and quoted on its own, before work begins. It goes back as far as necessary, sometimes only to the year your last tax return was prepared, which keeps the cost down. Monthly bookkeeping starts once it’s done. How pricing works.
Catching up the months that were missed, sometimes called back bookkeeping, so the books are current again. It’s the heart of a cleanup: the missing months entered, the accounts reconciled to the bank, and the expenses recategorized, going back as far as necessary.
Guides
Worth reading before we talk.
Short, practical guides by Liliane Larsen, written for owners who want the useful version.
Warning Signs
Five signs your books are quietly falling behind
From bank app accounting to the annual tax scramble: the early signals that the books are slipping.
Read the guide: Five signs your books are quietly falling behindThe Basics
What a bookkeeper actually does at month end
The quiet ritual that separates books you can trust from books you merely have, explained pass by pass.
Read the guide: What a bookkeeper actually does at month endFree consultation
Tell us how far back it goes.
In a free consultation, describe where the books stand. You'll get an honest read on what a cleanup involves, with no obligation.
- Send the form
- We arrange a time
- Talk it through
Prefer to call? 781-924-1489 · Pricing is quoted before any work begins.
For general inquiries, you’ll speak with Liliane Larsen, founder of Larsen Bookkeeping.