Working Together
How we work through your QuickBooks cleanup
You do not need to have your books sorted out before we talk. We start with a diagnostic, work out what needs attention, and agree on the cleanup before corrections begin.
Here is what you can expect at each stage, whether you are bringing your own business records or looking for cleanup support for a client.
What this work is
A defined project, with a clear place to begin
New engagements focus on diagnostic reviews and cleanup projects.
This is project work for businesses and accounting teams that need to understand and correct complicated records.
I review the setup, historical activity, reconciliations, and supporting records. The findings help us decide whether the file needs targeted corrections or a broader reconstruction.
You receive the findings and can ask questions before deciding how to move forward.
How the work unfolds
What happens at each stage
Phase 1 · The Diagnostic (Complete Check)
You complete a structured intake, upload supporting documents, and grant QuickBooks access. During this phase, nothing is changed.
Cleanup corrections start after the diagnostic. Keeping the records unchanged during review helps preserve the history we need to investigate.
You receive a report explaining the findings, open questions, and recommended next steps. You can keep it, share it with your CPA or bookkeeper, or ask me to handle the cleanup.
Phase 2 · Cleanup or Rebuild
If you would like me to do the cleanup, you receive a proposal defining the work, covered periods, price, and anticipated timeline. Corrections begin after we agree on the engagement.
The timeline reflects the work involved and the supporting records available. If a question or missing document affects the project, we talk through what is needed and how it affects the next steps.
Phase 3 · Cleanup Completion and Handoff
We review the work completed within the agreed scope. You receive the covered-period reports, supporting documentation, and notes your ongoing bookkeeper or CPA needs for the handoff.
Any unresolved items or ongoing tasks are identified, so you know what still needs attention and who will handle it.
Phase 4 · Fractional Controller Support (Optional)
Some businesses need temporary oversight or coordination after the cleanup. Where appropriate and available, we can discuss a separate engagement for that transition.
This support is optional and scoped separately. New engagements remain focused on diagnostic and cleanup projects.
Important context
When activity crosses between companies
If money, payroll, expenses, assets, or loans move between your companies, tell me during intake. Those connections may be relevant to more than one set of books.
I review how activity moves between entities as well as the individual records.
Intercompany activity can affect balances in more than one file. Where records are incomplete, I explain what remains uncertain and what information would help.
Working with me
You can ask questions along the way.
I personally investigate your file, document the findings, and explain the next steps. Tell me when something does not make sense, or when there is business context the records do not show.
If you already work with a CPA or bookkeeper, we can coordinate on the cleanup and handoff. The aim is a clearer accounting foundation for the people continuing the work.
You can read more about my background and the work I enjoy on the About page.
Where this starts
Start with the Complete Check, or book a call if you want to discuss whether this is the right fit. You do not need all the answers before reaching out.
Begin the Complete Check