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 a process that closes most clients' books by the 3rd business day starting Month 2.
Delivery Model
Virtual-first QBO bookkeeping for U.S. service businesses
Monthly Close
Most clients' 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 a process that closes most clients' books 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.