Complete Check

sPECIALIZING IN QUICKBOOKS ONLINE CLEANUP

Let’s Tackle Those Messy Books—Step One Starts Here
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No more confusion. No more chaos.

The Complete Check process begins now.

Our Complete Check process is designed to give you clarity and control over your QuickBooks Online records. This step sets the foundation for transforming your financials into an organized, tax-ready system.

Once you submit the form and grant access, we’ll start our review and deliver a detailed findings report along with a custom cleanup proposal. Your $500 investment will be credited toward the cleanup if you choose to move forward with us.

  • Purpose

    Your books should give you clarity, not confusion. Our cleanup process fixes errors, reconciles transactions, and organizes your financials so that your QuickBooks is accurate, tax-ready, and a reliable tool for your business.

    By the end of this process, you’ll have clear, organized books that make sense—whether you’re preparing for tax season, applying for a loan, or just need to get back on track.

  • What Happens?

    Here’s how we take your books from chaos to clarity through the Complete Check Process:

    The Complete Check Form – Getting Started: Before anything else, you’ll fill out The Complete Check Form, where you’ll:
    ~ Provide details about your business and bookkeeping situation. Securely upload financial documents needed for the review.
    ~ Follow step-by-step instructions on granting us access to QuickBooks Online.
    ~ Pay the $500 diagnostic fee upfront.
    This ensures we have everything we need to assess the extent of the mess before diving into the work.

    The Complete Check Review – Your Full Financial Diagnosis Once we complete the review, you’ll receive The Complete Check Review, a comprehensive report outlining:
    ~ All findings from our deep dive into your QuickBooks file—errors, missing transactions, duplicate entries, misclassified accounts, and more.
    ~ A detailed action plan on what needs to be fixed, along with a step-by-step checklist of tasks.
    ~ Recommendations for cleanup based on our findings.

    The Complete Check Project Proposal (Tied to Your Review Report) At the end of your Complete Check Review, you’ll find The Complete Check Project Proposal—a custom quote for us to complete the cleanup for you.
    ~There’s no obligation to move forward—you can take the report and fix things yourself if you prefer.
    ~ If you choose to work with us, simply sign and pay directly from the proposal to kick off the cleanup.

    The Cleanup Project – Bringing Your Books Back to Life If you move forward with us, the cleanup is managed inside Asana with full transparency. You’ll see:
    ~ Real-time updates on progress.
    ~ A dedicated checklist to track every correction.
    ~ A secure place to upload additional documents if needed.

    The Complete Check Finished Report – Closing the Loop: Once the cleanup is done, you’ll receive The Complete Check Finished Report, which ties the entire project together. This includes:
    ~ Final financial statements and a summary of all corrections.
    ~ Notes to your CPA for tax season.
    ~ Notes to you as the client with key takeaways.
    ~ Our W-9 Form for your records.
    ~ Links to the final invoice and completed project documentation.

    At this point, your books are 100% reconciled, organized, and tax-ready. If we’re a great fit, we’ll also provide a Bookkeeping Proposal for ongoing services—so you never have to deal with messy books again.

  • Outcome

    By the time we’re done, you’ll have:

    A fully cleaned and reconciled QuickBooks file that actually makes sense.
    A system that’s tax-ready—so your CPA can file without headaches.
    A detailed record of all changes and corrections for your reference
    A clear understanding of your business’s financial health, ready for tax filings or strategic planning.
    Options for ongoing bookkeeping services if additional support is needed.

    With organized books and accurate numbers, you’ll finally have confidence in your financials and a clear picture of where your business stands.

  • What's Next?

    Once your QuickBooks file is cleaned up, you have two options:

    You take over and maintain your own bookkeeping, now that everything is clean and accurate.
    We take over as your full-charge bookkeeper—handling everything from reconciliations and payroll to tax prep coordination. If we’re a great fit, we’ll provide a Bookkeeping Services Proposal for ongoing financial management.

CLEANING UP QUICKBOOKS CAN BE CONFUSING
WE MAKE IT SIMPLE

Everything You Need to Know About Our No-Stress Cleanup Process

QuickBooks Cleanup FAQ

You’ve got questions, we’ve got answers! Whether you’re wondering about our process, pricing, or what happens next, we’re breaking it all down so you know exactly what to expect.
It’s a thorough review and correction of your QuickBooks file to fix errors, reconcile accounts, and ensure your financials are accurate and tax-ready.
If your books are disorganized, unreconciled, or contain errors, a cleanup ensures accuracy, aids in informed decision-making, and prevents issues during tax time.
We start with The Complete Check ($500), where we assess your books and provide a detailed report. If cleanup is needed, you’ll receive a proposal outlining the scope and cost.
Depending on the complexity, cleanup can take from a few days to several weeks. After The Complete Check, we’ll provide a specific timeline.
Yes, the Complete Check Report includes a comprehensive checklist, allowing you or another bookkeeper to handle the cleanup independently.
The cost varies based on your books’ condition. After The Complete Check, we’ll provide a flat-rate quote. Payment is 50% upfront and 50% upon completion.
Yes, but it’s best to avoid making changes during the cleanup to prevent errors or duplicate entries.
No, cleanup is a standalone service. If you’re interested in ongoing bookkeeping afterward, we can discuss that separately.
You’ll receive The Complete Check Finished Report, summarizing all corrections, along with final financial statements and notes for your CPA.
All fees are non-refundable. The Complete Check Report is a valuable deliverable you can use regardless of whether you proceed with our cleanup services.
It’s never too late to clean up. We can assess the situation and develop a plan to bring your books up to date, ensuring accuracy moving forward.
Yes, cleaning up your books is crucial for accurate financial reporting, informed decision-making, and tax compliance.

Proof is in the Numbers
And Our Clients Have Plenty to Say.

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Books Messy? Start Here
Rave Reviews for For The Love of Bookkeepers LLC

Hear What Our Clients Have to Say

Discover why clients can’t stop singing our praises. From timely responsiveness to expert guidance, our personalized approach to bookkeeping has earned us glowing testimonials from satisfied customers.

01.

Exceptional Expertise
Clients consistently commend our responsiveness, attention to detail, and dedication to getting the job done efficiently and effectively. Whether it’s tackling a tough financial challenge or providing ongoing support, we go above and beyond to exceed expectations.

02.

Expert Guidance
With years of experience and expertise, we offer more than just bookkeeping services. Clients value our knowledge and guidance, as well as our ability to explain complex financial concepts in a way that’s easy to understand. From QuickBooks setup to payroll assistance, we’re here to help navigate the financial landscape.

03.

Streamlined Solutions
Our streamlined and efficient systems make managing finances a breeze for our clients. From organizing messy books to setting up custom processes, we tailor our services to fit their unique needs, leaving them feeling confident and reassured about the state of their business finances.

Drop us a line, shake up the digits, let's connect and work our bookkeeping magic together

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Books Messy? Start Here

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Hit us up, we promise we're not accountant-y

Ready to connect? We’re here to make it easy for you. Whether you’re exploring our services, looking for answers, or seeking expert guidance, we’re just a click away. If you prefer direct communication, you can schedule a phone call or video call using the buttons below. However, if you’d rather dive straight into the workflow process without a conversation, feel free to complete the form at your convenience. Our team is ready to assist you, whichever way you choose to reach out.

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QuickBooks Cleanup Services, Bookkeeping Services, Financial Tune-Up, QuickBooks Revitalization, Professional Bookkeepers, Small Business Financial Management, QuickBooks Online Specialists, Financial Cleanup and Catchup, Custom Bookkeeping Services, Bookkeeping for Small Business Owners, Financial Reporting and Analysis, Accounting Solutions for Small Businesses, Bookkeeping Efficiency, Bookkeeping Best Practices, Comprehensive Bookkeeping Services.