Services & Approach
Not every difficult QuickBooks Online file requires the same level of support. Some need a complete cleanup or rebuild, some need a written assessment before the firm determines what comes next, and others require focused guidance on a specific issue.
CleanUp Consultants offers several ways to help your firm move forward with a clearer understanding of the file and the work it requires.
Project-Based Services
The TurnKey CleanUp Project, Books Inspection, and Books CheckUp are individually scoped services. Submit a quote request with information about the file and the assistance your firm needs.
Our Flagship Service
TurnKey CleanUp Project
A premium, start-to-finish cleanup engagement for QuickBooks Online files that need to be fully investigated, corrected, and documented.
The project includes a comprehensive file review, organized project start requirements, precise file correction, written findings, a file status report, recommendations, and a strategy wrap-up Zoom session.
Your firm provides client access and communication support. I lead the project using my established processes and work directly with your firm throughout the engagement. You receive a file your team can confidently work from going forward.
Best suited for: Files that require a complete cleanup or rebuild rather than an assessment or assistance with an isolated issue.
Diagnostic Services
Diagnostic services help your firm understand the condition of a QuickBooks Online file before deciding what should happen next. Choose between an in-depth written assessment and a high-level wellness check.
Books Inspection
An in-depth diagnostic assessment for firms that need a clear, documented understanding of the problems within a QuickBooks Online file.
The review includes detailed written findings and a summary of the key issues identified. The completed assessment can be used internally or presented to your client to support a conversation about the file and the work it may require.
A TurnKey CleanUp Project quote can also be provided upon request.
Starting at $400
Best suited for: Firms that need detailed findings before making recommendations, defining next steps, or discussing the file’s condition with a client.
Books CheckUp
A high-level wellness check designed to provide an overall picture of a QuickBooks Online file’s general condition.
The service includes a one-page report card that helps your firm identify areas of concern and guide an initial conversation with the client. It is intentionally narrower than a Books Inspection and is not a detailed diagnostic assessment.
Starting at $250
Best suited for: Firms that need a concise, high-level assessment rather than detailed written findings.
Professional Consultation
A focused, 60-minute working session for accounting professionals who need experienced input on a difficult QuickBooks Online file, cleanup strategy, quality concern, or specific accounting challenge.
During the Zoom session, we can review the file together, work through questions, and discuss practical next steps.
Consultations are commonly used for:
Troubleshooting difficult bookkeeping or accounting issues
Cleanup strategy and project planning
File review and quality-control guidance
Cleanup pricing and scope evaluation
Working through a specific section of a QuickBooks Online file
Session Details
60-minute Zoom session
Live review inside QuickBooks Online
Focused guidance on your questions
Copy of the Zoom recording
No written report or file correction
No ongoing support after the session
$200
An Approach Built for the File and the Firm
A successful cleanup requires more than correcting balances. It requires understanding the business behind the file, investigating how the problems developed, managing the engagement with structure, and leaving your firm with the information it needs to move forward.
Investigate Beyond the Known Issues
A list of reported problems is a starting point, not the limit of the review. I look for related issues, determine root causes, and identify conditions that could continue producing unreliable records if left unresolved.
Review the File as a Whole
I work to understand the business activity, entity structure, and history reflected in the records. I follow the business story across accounts and periods rather than treating transactions, balances, or reported errors as isolated problems.
Manage the Engagement With Structure
Each engagement has a defined scope, organized project start requirements, and a clear completion timeframe. Focused questions and direct communication keep the work moving efficiently. Your firm knows what I need, where the project stands, and what comes next. Timely access and responses are essential to keeping the project on schedule.
Prepare for a Firm-Ready Handoff
I think beyond the corrections to what your firm will need when it assumes responsibility for the file. I document what was wrong, what changed, what remains unresolved, and what your firm or tax preparer should know. You receive both the corrected file and the context needed to move forward with less friction and unnecessary backtracking.
Ready to Get Started?
If you are not an accounting, bookkeeping, or tax firm, please visit our sister company, Books Prep, for more information.