Your 2026 QuickBooks, cleaned up — $999 flat.
AI sorts and matches every transaction. A real bookkeeper double-checks it. You get clean, reconciled, tax-prep-ready books in days — or free when you keep us on.
- AI speed — a real human reviews every file
- $999 flat for all of 2026 — most firms charge $2,500+
- Done in days · QuickBooks Online · remote, nationwide
Muted — tap the speaker to hear it
Three steps from a mess to numbers you can stand behind.
Connect & tell us the basics
Give us view-only access to your QuickBooks, answer a few quick questions, and upload your bank and credit-card statements. That's all we need to start.
AI does the heavy lifting
Our assembly line sorts and matches every transaction, clears out Uncategorized and Ask-My-Accountant, removes duplicates, and reconciles each account to your statements.
A human signs off
A real bookkeeper reviews the whole file before it's delivered. You get clean, reconciled, tax-prep-ready books in days — plus a handoff memo for whoever does your taxes.
AI matches every line to your statements; a human signs off before delivery.
Limited slots each week — because a human reviews every file. Start with a free Health Scan and we'll show you exactly where your books stand and what it'll cost.
Start your free Health Scan ↗Every file runs the same 16-point data-quality scan.
Your free Health Scan runs all sixteen and shows you exactly what's off — before you pay a cent. Hover any check to see what it catches.
- Uncategorized & Ask-My-Accountant
- Undeposited Funds that never cleared
- Unapplied customer payments
- Past-due receivables
- Overdue & duplicate bills
- Chart-of-accounts clutter
- Opening Balance Equity activity
- Journal entries that don't balance
- Duplicate customers & vendors
- Bills paid by journal entry
- Round-dollar entries
- Future-dated transactions
- Owner draws with no explanation
- One name as customer and vendor
- Negative inventory
- Sales-tax liability drift
If any of this sounds like your QuickBooks, that's exactly what we fix.
Uncategorized transactions
Hundreds of lines sitting in “Uncategorized” or “Ask my accountant.” Sorted to the right accounts.
Accounts that don't reconcile
Bank and credit-card accounts that haven't matched your statements in months. Reconciled, line by line.
A chart of accounts gone sideways
Duplicate, unused, and miscategorized accounts cleaned into something that actually reports.
Undeposited funds piling up
The classic QuickBooks trap — payments stuck in Undeposited Funds inflating your balances. Cleared out.
A/R and A/P that aren't real
Invoices marked open that were paid, bills double-entered. Your receivables and payables made honest.
Books months (or years) behind
Way behind? That's the normal starting point here. Caught up to current, cleanly.
The $999 gets your books clean. The add-ons handle whatever else your file is hiding.
Add only what your books actually need — hover any item to see what it does. You'll get your exact price in the order builder.
Accounts & structure
- Each additional bank / credit-card account
- Payment processor (Stripe, Square, Shopify, PayPal, Toast)
- Extra volume (per additional 150 txns/mo)
- Multi-currency accounts
- Intercompany reconciliation
- Chart of accounts redesign + remapping
- Class / location / department setup
Basis & schedules
- Accrual-basis conversion
- Prepaid + accrued-liability schedules
- Revenue recognition / deferred revenue
- Fixed assets + depreciation (up to 25 assets)
- Loans / interest (per loan)
- Equipment / vehicle financing & leases (each)
- Shareholder loans, distributions & equity rollforward
- Owner draws / personal-expense separation
A/R & A/P
- A/R cleanup (up to 100 open invoices)
- Undeposited Funds cleanup
- A/P cleanup (up to 100 open bills)
- A/R–A/P aging + bad-debt recommendations
Inventory & job costing
- Inventory cleanup + COGS true-up
- QBO perpetual inventory reconciliation
- Job costing setup + WIP review
Payroll & tax liabilities
- Payroll mapping & liability reconciliation
- Sales-tax liability reconciliation (first state)
- 1099 vendor prep (up to 15 vendors)
CFO & deal-ready analysis
- Monthly trend + KPI pack
- DSCR / lender package
- 13-week cash-flow forecast
- Budget vs. actual setup
- Normalized working-capital analysis
- QoE-Lite (2 years + TTM)
EBITDA add-backs (for owners preparing to sell)
- Add-Back Finder (1 year)
- Adjusted EBITDA Schedule (up to 15 adjustments)
- Each additional year
- TTM on top of fiscal years
- Multi-Year package (3 years + TTM)
- Deal Defense Pack
Not sure which you need? The free Health Scan tells you — and the order builder prices it instantly.
Build your order →Every quote is fixed after the free Health Scan — you see the price before any work starts. Individual timelines vary with file size and how fast we get your statements.
The things people ask before they send us their file.
Is the Health Scan really free?
Yes. We review your file and show you a health score, how far behind you are, what's broken, and an instant quote — cleanup-only or free with a Clean + Keep plan. No charge, no obligation.
Is it done by AI or by a person?
Both. AI does the bulk of the sorting, matching and reconciling, so it's fast and cheap. Then a real bookkeeper reviews every file before it's delivered. We are not a CPA firm and this is not tax advice or an audit — it's clean, tax-prep-ready books.
How much does a cleanup cost?
A full year of 2026 is $999 flat — that's our minimum, even if you're only a month behind, because it's real work (and it's already a deal; most firms charge $2,500–$6,000). Need earlier years? Add any prior quarter for $399. Add-ons are extra, only if your file needs them — or get the whole 2026 cleanup free when you keep your books with us on an annual plan.
Do I have to switch accountants or bookkeepers?
No. We clean the file and hand it back with a memo for whoever prepares your taxes. Many clients keep their existing bookkeeper — the cleanup just gives them a clean starting point.
How long does it take?
Most cleanups are delivered in 3–7 business days once we have access and your statements. Waiting on missing statements pauses the clock.
Is my financial data safe?
You grant view-only or accountant access — never your banking passwords — and can revoke it any time. Everything is handled confidentially.
Let's get your books clean.
Tell us a little about your QuickBooks and we'll come back with your Health Scan — a health score, how far behind you are, and your flat price before you commit.
- Free Health Scan, no obligation
- Flat price — quoted up front
- Human-reviewed · view-only access · no card