QuickBooks Online Cleanup Services
QuickBooks Online cleanup services is our specialty. (especially for S-Corps!)
But, this page will help you choose the right firm rather than solely promoting our services. (Although we’re proud of our work!)
There are a few crucial things you need to know first.
Your bookkeeping is your business’s scoreboard
Signs that you have a successful business with messy books:
- You look at your bank account to see how your business is doing.
- You are using a spreadsheet to keep track of who owes you because your QBO invoices are a mess.
- You price jobs based on a rule of thumb, but you don’t know if the math really works.
- You don’t know if you set aside enough money for taxes this year.
Your business might be crushing it despite all this, but orderly books can help you take it to the next level.
The most important part of bookkeeping cleanups
It’s the scope of work! You wouldn’t hire a remodeler until you know the exact work they are going to do, right?
If their plan to move the kitchen sink includes non-licensed plumbing work that might leak or need to be ripped out a few years later, you had better know that upfront.
It’s similar in bookkeeping. If you gave the same set of books to multiple firms, some would make a handful of “adjustments” and be done in 24 hours just like they promised.
Others would spend a week understanding the root causes, which should be addressed first/last, and providing a detailed explanation with facts supporting their scope of work so that you can fact-check them before a single change gets made. QBO doesn’t have an “undo” button…
Why the lowest bidder often costs more
Remember that handyman who moved the sink without a license or permit and now you can’t sell your house thanks to the pesky inspector who put that in their report? They might have seemed great, at first.
The most complicated cleanups that we do are typically after at least one other firm got paid to clean them up. One bookkeeper doing things incorrectly in a predictable way is easier to fix – unless they made one of a few major mistakes.
Worse yet, by the time the business owner notices that their books are a mess, it’s often right before a tax deadline or when they urgently need a loan.
S-Corps need an accurate balance sheet
We specialize in S-Corps, and a primary reason that folks reach out is their tax professional says they need the books cleaned up first.
S-Corps, Partnerships, and C-Corps must maintain an accurate balance sheet, which ultimately gets reported to the IRS on the Schedule L. S-Corps also report their basis to the IRS, which is calculated based on accurate bookkeeping.
Payroll issues are common in small businesses, especially new S-Corps.
It’s not as simple as coding the ACH payments for “wages” and “payroll taxes,” and the books should match the payroll tax returns you’re filing each quarter.
Is QBO even the right fit for your business?
QBO is the accounting system that we use for our clients, but it is a corporate accounting system – not an app to send invoices and tally up expenses.
QuickBooks Online is overkill for many small businesses that aren’t making enough profit in their business to afford a professional.
Too many budding entrepreneurs waste their time trying to figure out QBO, make bad decisions based on inaccurate reports, and waste money paying for generalists to create an even bigger mess by making a few adjustments to “clean things up.”
QBO is a great fit for established businesses, S-Corps, Partnerships, and C-Corps, as well as sole proprietorships with W2 employees, liabilities other than credit cards, and fixed assets.
How much do we charge?
Our pricing is customized for each client based on complexity and the time required to do the job right. We start every engagement with a short call and then a paid review of the QuickBooks Online account.
Once we have reviewed the books and understand your needs, we go through our findings together. We’ll explain everything without the accounting jargon, but you’ll also get a ~10-20 page report for your CPA to review as well.
You get our flat-rate pricing upfront – no open-ended hourly billing. We know what we’re getting ourselves into so that we can complete the job correctly for a fair price. It’s a win win, and if you decide to work with us, there’s no annual contract.
What happens next?
Accurate bookkeeping is the first step towards tax strategy and strategic planning to grow your business. Monthly financial statements and reporting help you understand your business’s health over time.
As our clients grow, their needs change over time, so we review things together periodically. Contractors often start off wanting their books simple and clean, but over time they may want to drill further into project profitability. E-commerce analytics can get extremely complicated as well.
Your business’s accounting will change as your business changes, but you and your tax professional will have one less thing to worry about when you have orderly bookkeeping.
What made you read this page? It’s a big decision to switch bookkeepers or hire a professional for the first time, but we’d love to hear from you. Click the link below to get started.
Why hire Orderly Bookkeeping?
If you read this far, you’re looking for a firm that you can trust and has expertise. New clients start by scheduling a free call with our founder, Jacob.
If it makes sense, we do a paid review of your QuickBooks so that you know the price and scope of work upfront.
The amount of cleanup or catchup work is detailed in a ~15+ page report that you can go through with your CPA before deciding whether to hire us.
We focus on working with clients over the long run, so if you’d like to learn more, click the button below to schedule an appointment:
If you’re not ready yet, check out Jacob’s TikTok where he goes live every day: https://tiktok.com/@jacobbookkeeping
You can drop in, ask questions, and get a feel for his approach and expertise. (Bonus points if you comment “C-Corp all the way” to raise his blood pressure.)