QuickBooks Cleanup Services
If your QuickBooks file feels “technically working” but the numbers don’t match reality, you’re not alone. Certum cleans up messy QuickBooks data, reconciles accounts, and rebuilds financial reports you can trust; without disrupting your day-to-day operations.
What Certum Fixes in Messy QuickBooks Files
Cleanup is not just “categorizing transactions.” We restore the integrity of your books so your reports reflect reality, and you can finally trust your financial decisions.
✔️ Bank + credit card reconciliations brought current
✔️ Duplicate, uncategorized, and misapplied transactions corrected
✔️ Chart of accounts simplified and standardized
✔️ Payroll, loan, and owner distribution issues identified and corrected
✔️ Sales tax and clearing accounts reviewed for common misposting patterns
✔️ Financial statements rebuilt: P&L, Balance Sheet, Cash Flow
✔️ Month-end close checklist + controls so it stays clean
Who This Is For
This service is best for founder-led and operations-heavy businesses that are too complex for DIY but don’t need big-firm overhead.
Best-fit signals:
✔️ Books are 2+ months behind
✔️ Reconciliations haven’t been done consistently
✔️ Reports look “off,” margins don’t make sense, or cash doesn’t match
✔️ You’re preparing for lending, taxes, or investor conversations
✔️ You’re moving from reactive bookkeeping to real financial management
Our Cleanup Process
We use a structured, audit-style workflow so cleanup isn’t guesswork; it’s measurable progress.
Steps:
Assessment + Scope: identify error patterns, missing reconciliations, reporting gaps
Stabilize: reconcile accounts, correct high-impact posting issues, fix COA structure
Rebuild Reporting: re-run financials and validate against source activity
Lock in Controls: rules, workflows, close checklist, and handoff documentation
Next Steps: monthly bookkeeping, advisory support, or operational reporting
What You Get
Best-fit signals:
✔️ Clean reconciliations and corrected transactions
✔️ A clear chart of accounts structure aligned to how you run the business
✔️ Reliable month-by-month financial statements
✔️ A “stay clean” workflow for your team
✔️ Optional: monthly bookkeeping plan and reporting cadence
QuickBooks Rescue for $1–10M Operational Businesses
Many growing businesses between $1M and $10M revenue assume their QuickBooks problems mean they need ERP.
In reality, most issues stem from:
✔️ Inconsistent reconciliations
✔️ Poor chart of accounts structure
✔️ Improper inventory or job costing setup
✔️ Reporting not aligned to operations
✔️ Post-implementation workflow breakdown
Our QuickBooks Rescue approach focuses on stabilization first:
✔️ Full reconciliation cleanup
✔️ Reporting rebuild and validation
✔️ Workflow redesign
✔️ Control implementation
✔️ Clear decision guidance on ERP timing
This allows growing businesses to regain control before making expensive platform decisions.
Client Results:
"They are transparent and honest. Unlike other companies that will simply nod and say they can do it all, Certum will ensure that the client is aware of limitations or incompatibilities early on, further helping establish expectations before the project is afoot."
– James Frey,
IT Consulting Business Review
“Not only do I trust your team to be doing the work accurately for me behind the scenes, but also to be consistently training me up on how I can use the tools.”
– Michael Reddington, Professional Services Business Review
“Katie and Nicole stood out to me, they guided me through every step, helped with chart of accounts setup, and made the entire process manageable.”
– Vicki Carnes, Nonprofit Business Review
FAQs About QuickBooks Cleanup Services
-
We can typically clean up anywhere from a few months to multiple years depending on data quality, account access, and whether reconciliations were completed.
-
Yes, reconciliations and validation require bank/credit card statements or online access so we can confirm accuracy.
-
Cleanup improves accuracy, but tax strategy and filing requirements depend on your tax preparer and your business situation. We can align your books to support clean tax prep and reporting.
-
Yes. We streamline and standardize the COA so reporting is clear, consistent, and usable for decision-making.
-
Most cleanups run from 1–6 weeks depending on how far behind the books are and the complexity of your transactions.
-
You’ll have an option to transition into monthly bookkeeping and reporting, or we’ll hand off a “stay clean” workflow your team can follow.
-
QuickBooks cleanup services are offered by professionals who help organize your QuickBooks files. These services involve thoroughly reviewing your data files, examining your income statements, balance sheets, and other details, and then fixing any errors they find.
QuickBooks cleanup can include reconciling accounts, correctly categorizing transactions, and verifying that all of your financial records are correct. Cleanup can identify corrupt data, features being used incorrectly, or features you can use to get more out of QuickBooks.
-
The cost of QuickBooks cleanup services can vary widely, depending on several factors, including:
size of the quickbooks file
how long you’ve been using the file
age of the file and whether it’s been updated
whether you have multiple companies
how many third party apps are integrated with the file
QuickBooks cleanup services at Certum Solutions charges a flat fee or an hourly fee.
-
If your business is between $1M and $10M in revenue and QuickBooks feels stretched but not broken, you may not need a full ERP system yet. Many operationally complex businesses can stabilize and scale on QuickBooks with proper cleanup, controls, and workflow structure.
-
Yes, in many cases. The issue is rarely QuickBooks itself — it’s how the file is structured and maintained. With cleanup, proper reporting, and process controls, QuickBooks can support growing U.S. SMBs effectively.
-
We frequently work with businesses whose QuickBooks setup or redesign created reporting issues or workflow friction. Our cleanup and stabilization process focuses on correcting structural problems and restoring reporting integrity without requiring a full system migration.
Join thousands of businesses who trust Certum Solutions with their books
Whether you’re currently using QuickBooks and need professional quickbooks cleanup services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.
✓ Certified QuickBooks Solutions Provider
✓ Certified QuickBooks Partner
✓ Serving Nationwide in The U.S.
Looking for Next Steps? Explore QuickBooks Implementation Services Here