"My QuickBooks is a mess. Something isn't right."
If that's how you're feeling, you're not alone.
Automated bank feeds, connected apps, software updates, and everyday bookkeeping can slowly pull your records out of alignment. Before long, your reports no longer reflect what's really happening in your business.
I specialize in untangling those problems. I'll identify what's causing the issues, correct the underlying errors, and restore confidence in your QuickBooks records so you can move forward with reliable financial information.
Does This Sound Familiar?
Many of my clients come to me because:
Your bank balance doesn't match QuickBooks.
Transactions are duplicated or missing.
Reports don't make sense anymore.
Your books have fallen behind.
You've inherited someone else's bookkeeping.
You're nervous about handing your records to your tax preparer.
You know something is wrong—you just aren't sure where to start.
If any of these sound familiar, you're in the right place.
Common Issues I Resolve
I perform a detailed diagnostic assessment of your QuickBooks records to identify and correct issues such as:
Unreconciled accounts
Duplicate bank transaction feeds
Misclassified income and expenses
Owner equity account errors
Incomplete historical records
Broken account connections
General ledger inconsistencies
Reporting inaccuracies that affect business decisions
What You Gain
When your QuickBooks ledger is restored, you'll have:
✔ Accurate financial records
✔ Clearer visibility into your business
✔ Better confidence in your financial reports
✔ Organized records ready for your year-end tax preparer
✔ A stronger foundation for future bookkeeping
How We Work Together
Step 1: Free 15-Minute Consultation
We'll meet for a brief, no-pressure video call to discuss your business, understand your concerns, and determine whether we're a good fit.
If a deeper analysis makes sense, I'll explain the next step.
Step 2: Accounting System Health Check – $150
Every engagement begins with a comprehensive 25-point diagnostic scan of your accounting records across five key areas.
During this assessment, I'll identify where your records have fallen out of alignment, explain what I find in plain English, and provide a customized estimate based on the scope of corrective work your business actually needs.
This approach ensures you understand the condition of your records before committing to a larger cleanup project.
Frequently Asked Questions
How do I know if I need a ledger cleanup?
If your reports don't seem accurate, your accounts won't reconcile, you've switched bookkeepers, or your books have fallen behind, it's worth scheduling a consultation. Small issues often grow into larger problems over time.
Will I need to start over with a new quickbooks file?
Not necessarily. Whenever possible, I restore and repair your existing records rather than starting from scratch.
Do You Prepare incometax Returns?
No. My role is to restore accurate ledger records and organize your financial data so it's ready for your year-end tax preparer.
Do you only work with businesses in pennsylvania?
No. I work remotely with small businesses throughout the United States.
Ready to get your books back on track?
Messy bookkeeping doesn't fix itself—but it can be fixed.
Let's start with a free 15-minute consultation to discuss your situation and determine the best path forward.