QuickBooks Cleanup Services

Catch-Up · Cleanup · Keep Clean

QuickBooks Cleanup Services
Done by a CPA

Months — or years — behind on your books? My QuickBooks cleanup services fix the mess: every account reconciled, every transaction categorized, tax-ready financials delivered. Flat-fee quote before any work begins.

Get a Flat-Fee Cleanup Quote

Or call (954) 604-3411 — David picks up his own phone.

CPA LICENSED FLAT-FEE QUOTE NO JUDGMENT SOUTH FLORIDA BASED
Sound Familiar?

Your Books Didn’t Get Messy Overnight. They Won’t Judge You Here Either.

Every messy QuickBooks file has the same origin story: the business grew faster than the bookkeeping. Someone was doing it on Sunday nights, then an office manager inherited it, then a few months got skipped, and now nobody trusts a single number in the file.

You’re probably here because a deadline is forcing the issue — a tax return, a loan application, a partner or buyer asking for financials. The good news: this is fixable, it’s fixable fast, and it’s a project I’ve done many times.

QuickBooks cleanup services — David Lopez, CPA, South Florida

I’m David Lopez, CPA — former CFO of Xerox Business Solutions Southeast. QuickBooks cleanup services are how many of my long-term clients first found me.

Accounts that haven’t been reconciled in months
Bank and credit card balances in QuickBooks that don’t match reality — the root of every other problem in the file.
A bloated “Uncategorized” or “Ask My Accountant” pile
Hundreds of transactions parked in limbo, personal and business expenses tangled together.
Duplicates, negative balances, and mystery accounts
A chart of accounts that grew by accident — five versions of the same expense, customers with negative balances, journal entries nobody remembers making.
A tax preparer (or banker) who’s waiting on you
The most common trigger. Cleaned-up books turn a painful filing season into a routine one — and often pay for themselves in deductions that were buried in the mess.
How It Works

Brief Scope Call. Flat Quote. Clean Books.

You’ll know exactly what’s wrong and exactly what the fix costs before you commit to anything. No hourly meter, ever.

1
Brief Scope Call
Tell me how far behind the books are, what deadline you are facing, and what does not reconcile. If reviewing the file is necessary to quote accurately, I will explain exactly what access is needed before you provide it.
2
Flat-Fee Quote
You get a written diagnosis and one fixed price for the whole cleanup, based on how many months and transactions need fixing. If you say no, you owe nothing.
3
Cleanup & Handoff
Every account reconciled, every transaction categorized, personal and business separated, chart of accounts rebuilt. You end with tax-ready financials — and a keep-it-clean plan so this never happens again.

Most cleanups finish in two to four weeks, depending on how far behind the books are. Rush timelines for tax and loan deadlines are usually possible — ask.

After the Cleanup

Clean Books Are the Starting Line, Not the Finish

A cleanup fixes the past. What most owners actually want is to never be in this position again — and to finally get something useful out of their books: real margins, cash flow visibility, numbers they can run the business on.

That’s why every cleanup ends with a choice, not an obligation: take your clean file and run it yourself, or hand me the monthly bookkeeping from here — flat fee, month-to-month, done by the same CPA who just rebuilt your file.

No pressure either way. About half my cleanup clients stay on monthly; the other half leave with clean books and a handshake.

2–4
Weeks for a typical cleanup, start to tax-ready finish
1
Flat price for the whole project, quoted in writing before work begins
$34M
Client revenue under management across 9 active South Florida businesses — cleanup is how several of them started. Monthly bookkeeping →
Common Questions

QuickBooks Cleanup Services — FAQs

How much do QuickBooks cleanup services cost?
It depends on how many months are behind and how many transactions need fixing — which is exactly what the free file review determines. You get one flat written quote for the entire project before any work begins. Never an hourly rate.
My books are years behind, not months. Is that too far gone?
No. Multi-year catch-ups are common — usually triggered by unfiled returns or a loan application. Sometimes the right answer is rebuilding from bank statements rather than untangling the old file; the review tells us which.
Will you work with my tax preparer?
Yes — that handoff is usually the whole point. I deliver the clean file and reconciliation reports directly to your CPA so filing season is routine instead of painful. You don’t need to switch tax preparers.
Do I have to sign up for monthly bookkeeping afterward?
No. The cleanup is a standalone, one-time project. If you want the books kept clean going forward, monthly bookkeeping is there — flat fee, month-to-month — but it’s an option, not a condition.
What about Xero or FreshBooks?
Same service, same process. I work in QuickBooks Online, Xero, and FreshBooks — and if you’re switching platforms, the cleanup is the right moment to migrate.
Know the Scope Before You Pay a Dollar

Get Your Flat-Fee Cleanup Quote

A 30-minute scope call, followed by a written diagnosis and one flat price to fix the books. If the quote does not make sense for you, you owe nothing.

Get My Flat-Fee Cleanup Quote

Or call: (954) 604-3411 · david@lopezcfo.com

Serving all of South Florida · Monthly bookkeeping · Fractional CFO services · Pricing

Call (954) 604-3411 Free File Review