A clean file in days — not a do-over.

Files drift: a busy season, a bookkeeper transition, a few creative workarounds — and suddenly the balance sheet has negative balances and nobody trusts the P&L. You don't need to start over. You need a tune-up.

What the tune-up covers

1. Diagnostic review — we sweep the whole file: balance sheet integrity, A/R and A/P aging, Undeposited Funds, payroll liabilities, sales tax, inventory.
2. Reconciliation repair — every bank and credit card account reconciled to statements, discrepancies traced to their source.
3. Recoding and cleanup — miscategorized transactions fixed in bulk; duplicate customers, vendors and accounts merged; the chart of accounts rationalized.
4. Structural fixes — the workflow errors that caused the mess corrected so it doesn't rebuild itself.
5. A written summary — what we found, what we fixed, and the two or three habits that will keep it clean.

When to schedule one

• Before tax season — clean books make a cheaper, faster, more deduction-complete return.
• Before a loan application — lenders read your QuickBooks reports; make them credible (see Bank Financing).
• After a bookkeeper change — start the new person on a verified file.
• Any time you've stopped trusting the numbers — that feeling is data.