Real-world QuickBooks cleanup and reconstruction reviews where multiple structural failures intersect.
These case studies document how compounding breakdowns across a file distort reporting, obscure risk, and undermine financial decision-making over time. The focus is not on isolated mistakes, but on how structural failures interact and escalate.
Each case centers on diagnostic findings, system behavior, and decision risk rather than cosmetic fixes or before-and-after comparisons. The goal is to illustrate how structural failure patterns present in real files and why cleanup is not always the correct solution.
Case study When Cleanup Becomes Transaction-Critical This file did not unravel because of a single mistake. It drifted over time after a properly rebuilt system lost consistent stewardship. By the time the business entered a sale process, cleanup was no longer about fixing errors for internal reporting. It was about…
Full Cleanup Case Study Resolution When Cleanup Restores Control This file did not require replacement. It required disciplined cleanup, restored oversight, and coordinated correction under transaction pressure. The outcome was not perfection. It was stability, clarity, and trust in the numbers. Start With a Diagnostic In this post Context and…
Case study When Cleanup Is No Longer the Right Answer This file did not fail because of one mistake. It failed because multiple structural failures were allowed to coexist for too long. By the time it was reviewed, cleanup was no longer corrective. It was risky. Start With a Diagnostic…
Case Studies When QuickBooks Lies to Your CPA A consulting firm learned the hard way that “looking fine” is not the same as accurate. Their QuickBooks file was hiding seventy five thousand dollars in errors that would have caused a tax season disaster. You hire a CPA to protect your…
QuickBooks Cleanup Case Study: Fixing a Washington Marketing Agency’s Books When Creative Chaos Bleeds Into the Books… Why Was My QuickBooks Such a Mess? And How We Fixed It for a Washington Marketing Agency Scaling a marketing agency is exciting. You’ve got clients, campaigns, and a growing remote team. But…
Summit Transfer and Environmental had unreconciled accounts, untracked liabilities, misclassified payroll, and over 1.3 million in fixed assets without depreciation. This case study shows how FTLOBS rebuilt their entire financial structure.
Seaboard Equipment and Supply struggled with mismatched books and tax filings, disorganized records, and a broken chart of accounts. This case study shows how FTLOBS rebuilt their financials and aligned their data with their CPA.
Summit Claims & Adjusting had a QuickBooks file that did not match reality. Bank feeds were missing, the chart of accounts was a maze, and taxes were filed on the wrong method. Here is how FTLOBS rebuilt their file the right way.
Case Studies The Complete Check That Rebuilt Blue Harbor Design Co.’s QuickBooks File Blue Harbor knew their QuickBooks file wasn’t telling the truth. Revenue didn’t match the work performed. Deposits didn’t line up. Reports contradicted their actual projects. The Complete Check uncovered the structural failures underneath the transactions and rebuilt…
Misclassified income, duplicate payments, and overlapping revenue categories inflated revenue beyond reality. This case study shows how structural cleanup restored accuracy.
A case study explaining how redundant expense accounts, scattered subaccounts, and misclassification created confusion and how restructuring the chart of accounts restored clarity.
A transaction review case study showing how 186 unmatched Amazon Business transactions distorted purchasing records and how cleanup restored structure and accuracy.
A case study showing how incorrect owner equity accounts, duplicate owner pay accounts, and missing contribution and distribution structure created inaccurate reporting and how cleanup restored the correct equity framework.
A detailed case study showing how a negative Washington State Department of Revenue balance and a misclassified prior year check indicated structural liability errors and how cleanup corrected them.
A detailed case study showing how misposted sales receipts, incorrect partner loan balances, and uncategorized asset errors distorted a marketing company’s balance sheet and how cleanup restored accuracy.
Case Studies When Payment Processors Aren’t Reconciled, Nothing Makes Sense: A Cleanup Case Study Payment processors are not set and forget accounts. When Stripe, Square, and PayPal are ignored, the balances drift, the reports distort, and the financials stop telling the truth. This marketing company relied on multiple payment processors…
Case Study When Revenue Stops Matching Reality in QuickBooks A marketing agency’s QuickBooks file revealed a breakdown in revenue behavior, mismatched timelines, and balances that no longer reflected how money actually moved inside the business. The issue wasn’t one mistake. It was a structural pattern. When revenue starts behaving strangely…
A deep dive into the structural accounting failures inside a staging and design firm’s QuickBooks file, including missing documentation, misclassified expenses, sales tax issues, and reconciliation inconsistencies.
Ahoy, tech enthusiasts and financial adventurers! Are you strapped in and ready for a deep dive into the thrilling world of QuickBooks Online cleanup? Today, we’re spotlighting our legendary “Complete Check” at Not the Droids Tech Solutions, where we unearthed some hidden financial treasures (and a few ghostly ghouls) lurking…