QuickBooks Cleanup & Catch-Up Tulsa

A: Cleanup projects typically range from $1,500-5,000 depending on months behind, transaction volume, and complexity. After reviewing your QuickBooks file and bank statements, we provide a fixed quote so there are no surprises. Most 12-month cleanups for small businesses cost $2,000-3,000.

A: Most cleanup projects are completed within 2-4 weeks once we have all necessary access and documents. Simple cleanups can be done in 1-2 weeks, while complex multi-entity situations may take 4-6 weeks. We'll provide a timeline with your quote.

A: We need: (1) QuickBooks access (accountant user), (2) bank and credit card statements for the cleanup period, (3) any tax returns filed during that period, (4) major vendor invoices and customer contracts if applicable, and (5) access to your point-of-sale or e-commerce platform if relevant.

A: Yes, our CPAs ensure everything is categorized properly for tax purposes. We document any assumptions or decisions made during cleanup and can work directly with your tax preparer to ensure smooth filing. Many clients have us handle both cleanup and tax preparation.

A: Once caught up, we can transition you to monthly bookkeeping services to stay current, or train your in-house team on proper maintenance. We provide a cleanup summary report and best practices guide to prevent falling behind again.