QuickBooks Cleanup and Catch-Up Bookkeeping for Boston Businesses
A fixed-fee project that gets your QuickBooks Online file reconciled, corrected, and tax-ready. CPA-led and delivered remotely for owner-led companies in Boston and across Massachusetts.
Signs Your Books Need Cleanup
If two or more of these are true, a monthly retainer will not fix the file on its own. The history has to be corrected first.
- Bank or credit card accounts that have not reconciled in months
- Large balances in Uncategorized Income, Uncategorized Expense, or Ask My Accountant
- A balance sheet that does not tie to bank, loan, or payroll statements
- Undeposited Funds that keeps growing
- Months of transactions that were never entered
- A tax preparer who keeps sending questions you cannot answer
What the Cleanup Covers
Every cleanup ends with a file you can run a monthly close on, and a written record of what changed.
- Every bank, credit card, and loan account reconciled through today
- Chart of accounts rebuilt into something you can actually read
- Uncategorized and miscategorized transactions corrected
- Balance sheet cleaned so the numbers tie to something real
- Massachusetts sales and use tax liability reconciled to your MassTaxConnect filings
- Massachusetts PFML contributions reconciled in payroll liabilities
- Prior years closed and handed to your tax preparer
- Written summary of what was wrong and what changed
How a Cleanup Works
Books Assessment
$500. A CPA reviews your chart of accounts, reconciliations, balance sheet, and close process. You get a written findings memo and a firm fixed quote.
Sign
50% of the fixed fee is due at signing. If you sign within 30 days of the assessment, the $500 comes off the price.
Cleanup
Accounts reconciled through today, transactions corrected, and prior years closed. No hourly meter.
Handoff
A written summary of what changed, and books handed to your tax preparer. Most clients then move to a monthly retainer.
Cleanup Projects Start at $1,750
The price is quoted flat after the $500 Books Assessment, based on how many months are behind and how far the balance sheet is from the bank and loan statements. 50% is due at signing.
We do not prepare tax returns. We keep the books tax-ready and work with your CPA or tax preparer.
Book a 20-Minute Fit Call
Fit call
We talk about your business, where the books actually stand, and whether this is a fit. No review, no deliverable, no pitch.
Book the fit callBooks Assessment
A written findings memo on your QuickBooks file and a firm fixed quote for the cleanup. If you sign a cleanup within 30 days, the $500 comes off the price.
Book a Books Assessment ($500)+1-508-439-7116 · ryan@nomadbooks.ai