QuickBooks CleanUp Bookkeeping for Accounting Professionals
High-Integrity · Collaborative Execution · Trusted Results
Partnering with accountants & bookkeepers to resolve complex files, protect client relationships, & restore trust in the numbers.
Our CleanUp Bookkeeping Solutions will…
Streamline your workflow & increase efficiency
Accelerate onboarding for messy client files
Free up internal capacity & reduce bottlenecks
Keep you Focused on growing your business
Deliver results with our expertise, proven processes, & technical precision
Give you Peace of Mind
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A premium, start-to-finish cleanup engagement.
Includes thorough review, precise file correction, a written summary report, and a 45-minute strategy wrap-up Zoom.
You provide client access and communication support - we handle the rest. -
Detailed written assessment - ideal for presenting to your client
Thorough review of the file for a specified period, with a clear summary of key issues and findings.
Includes a required Needs List and a formal quote for a TurnKey CleanUpFee starts at $400
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A high-level wellness check
Includes a one-page report card assessing the general condition of the books to guide client discussions
Fee $250
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Collaborative support to guide your cleanup project
Includes a 30-minute recorded Zoom session to map out the engagement, a tailored Needs List, workflow suggestions, client communication prompts, and a final error review with feedback.
60 additional minutes via Zoom and email support throughout the project.
Wraps up with a 30-minute recorded Zoom session to answer questions and finalize deliverables.
fee starts at $1000 -
Written review to include errors, inconsistencies, and issues related to the bookkeeping file
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A tailored engagement designed to address your specific, unique needs.
Please contact us directly to discuss scope, structure, and availability. -
This is an add-on service for a TurnKey, Books Inspection, or Books CheckUp
Includes the estimated range of hours needed for cleanup work (DIY); a suggested "retail" price for the Project; and a suggested "retail" monthly fee for ongoing bookkeeping
Let’s Get Started with a Tailored Quote
Submit the form below to begin your custom project evaluation.
***if you are not an accounting/bookkeeping/tax firm please use the Books Prep link in the menu for a quote***
I am a Certified Digital Bookkeeper, and Master Fixer at CleanUp Consultants, a virtual bookkeeping firm specializing in QBO cleanup project work for bookkeeping, accounting, and tax professionals.
At CleanUp Consultants, I run a unique bookkeeping practice, as our services are focused solely on the untangling and sorting of untidy books. Clients/Colleagues benefit from my proven strengths in strategic thinking and execution and find that I’m skilled at - and energized by - creating custom solutions for each unique situation. I am a natural learner, always striving to find new and more efficient ways of assisting clients, and am driven by achievement, which means I always show up for my clients, going over and above their expectations.
I graduated from the University of Texas with a degree in Business Management, and after over twenty years in the field of residential real estate, I turned my focus to business accounting and advisory services. I’m a Certified Digital Bookkeeper, as well as a QuickBooks Online Advanced ProAdvisor. I am a member of the Digital Bookkeepers Association (DBA), and I receive continuing education throughout the year to stay up to date in the latest industry and cloud accounting technology developments.
In my spare time, I enjoy British television, keeping physically fit, and spending time with my family. I live in Austin, Texas, with my spoiled dachshund, Lucy, and am a proud mom to my adult son, Graham, a recent grad in business marketing from Texas A&M.