QuickBooks Cleanup for Monthly Bookkeeping
Atkins CPA provides QuickBooks Online cleanup when it is part of an ongoing monthly bookkeeping engagement. Cleanup is scoped after assessment, priced as a separate cleanup fee after assessment when needed, and used to create the baseline for recurring reconciliations, CPA review, and books closed by the 3rd business day starting Month 2.
Delivery Model
Virtual-first QBO bookkeeping for U.S. service businesses
Monthly Close
Books closed by the 3rd business day starting Month 2
Platform
QuickBooks Online with CPA review and automation support
Monthly books that are current, reviewed, and useful.
The engagement is built around recurring monthly service, not a one-time cleanup. Cleanup and onboarding happen first so the close can run on a repeatable cadence.
See the monthly processQuickBooks Online file assessment before cleanup scope is finalized
Bank and credit card reconciliation catch-up for scoped accounts
Chart of accounts review and cleanup recommendations
Transaction reclassification and exception cleanup where source records support it
Separate cleanup fee after assessment when historical catch-up is needed
Transition into ongoing monthly bookkeeping with CPA-reviewed closes
From messy handoffs to a repeatable close.
Assess the file
We review QuickBooks Online access, bank feeds, statements, reconciliation history, chart of accounts, open exceptions, and whether the file can support a monthly close.
Scope cleanup separately
Cleanup is defined after assessment so the project matches the actual condition of the file. Historical catch-up carries a separate cleanup fee when needed.
Move into monthly close
Once the baseline is clean enough, the engagement shifts into monthly reconciliations, CPA review, reporting, and books closed by the 3rd business day starting Month 2.
Good fit
- Businesses already on QuickBooks Online or willing to move to it
- Owners who need historical cleanup before a reliable monthly close can start
- Businesses willing to provide statements, receipts, documents, and answers
- Construction and manufacturing operators who can support a digital QuickBooks Online workflow
Not a fit
- Tax preparation, tax filing, audit, attest, or assurance engagements
- Businesses that refuse QuickBooks Online
- Paper-first or cash-heavy operations that cannot support digital source records
- Businesses missing statements or source documents needed to reconcile the file
- Businesses unwilling to separate personal and business activity
- One-time-only cleanup projects that do not continue into monthly bookkeeping
Pricing path and next step.
Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. The free assessment confirms whether your books, workflow, and service needs match the model before you commit.
Frequently asked questions
Can I hire Atkins CPA for one-time QuickBooks cleanup only?
No. Cleanup is only offered when it leads into ongoing monthly bookkeeping. The goal is a clean baseline plus a repeatable close, not a one-time file repair.
How is cleanup priced?
Monthly bookkeeping is $3,000/month. Historical cleanup is assessed separately and priced as a separate cleanup fee after Hunter reviews the file, statements, missing records, and reconciliation status.
Can you help construction and manufacturing businesses?
Yes, construction and manufacturing can be a fit when the business uses QuickBooks Online, can provide digital source records, and the cleanup can be scoped into a clear ongoing monthly close.
What makes a cleanup not viable?
A cleanup is usually not viable if the business refuses QuickBooks Online, is paper-first or cash-heavy, is missing needed statements, mixes personal and business activity, or only wants one-time cleanup without monthly bookkeeping.