Trusted by Small Businesses and CPAs Nationwide

Clean Books. Seamless CPA Handoff.

Streamlined Setup. Thorough Cleanup. Always Tax-Ready Books.

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Behind on Your Books?

Your books may need cleanup if:

Accounts haven’t been reconciled
Transactions are uncategorized or incorrect
Financial reports don’t look accurate
Your CPA asked you to clean up the books before tax filing

We specialize in QuickBooks cleanup and catch-up bookkeeping, helping businesses bring their financial records up to date and ready for tax preparation.

We frequently partner with CPAs to organize and clean up client books so tax preparation can be completed smoothly and accurately.

Book a Free 15-min Consultation

QuickBooks Cleanup & Catch-Up Specialists

Helping Businesses Become Tax-Ready.

Our Cleanup Process

With our comprehensive experience spanning over 20 years in small business accounting, we understand the challenges that small businesses face in maintaining accurate and up-to-date bookkeeping.

We offer more than just bookkeeping services; we provide peace of mind, we educate and empower you with understanding using your financial reports to make informed business decisions.

How We Get Your Books Back on Track

1. Diagnostic Review

We review your QuickBooks file, identify what’s working and what needs attention, and provide a clear report outlining our findings and next steps.

2. Cleanup & Catch-Up

We don’t just clean up your books—we identify and correct root issues, align your financials with best practices, and deliver accurate, CPA-ready reports you can rely on. This ensures your numbers are not only clean, but truly reflect your business performance.

3. Tax-Ready Financials

Your books are not just organized—they are fully reconciled, structurally sound, and aligned with tax-ready standards, providing accurate financial reports and a seamless, efficient handoff to your CPA.Your books are not just organized—they are fully reconciled, structurally sound, and aligned with tax-ready standards, providing accurate financial reports and a seamless, efficient handoff to your CPA.

4. Ongoing Bookkeeping

We maintain your books through a consistent monthly close process—reviewing transactions, reconciling accounts, identifying issues, and delivering accurate, timely financial reports you can rely on. This ensures your books stay clean year-round, not just at tax time.

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Ready to get your finances in order without having to lift a finger?

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TESTIMONIALS

What Our Clients Say

★ ★ ★ ★ ★

Sunita is extremely good to work with and I have referred her to several of my clients. Her expertise and especially her availability, are way above average. I plan to continue to work with her. Services Received Accounting, Book cleanup, Bookkeeping, Consulting, QuickBooks consulting

John Thornton CFO

★ ★ ★ ★ ★

I have spoken with multiple bookkeepers, CPA's, and exhausted QB's customer support and no one could help me let alone understand my problem. Within 5 minutes of explaining my situation to Sunita, she understood immediately what the issue was, what was incorrect, and researching a way forward. Sunita is extremely knowledgeable within QBO's and its processes. 5 stars!!

Billy

★ ★ ★ ★ ★

The first session with Sunita was excellent. I am managing the bookkeeping for a small self-managed co-op in NYC. Sunita asked the right questions in a methodical and informed manner. She was able to quickly assess my needs and start to help me configure QBO to meet the specific needs of the co-op's financial records. I am excited about follow-on tutorials to ensure that all the records are correctly set-up and information reconciled, ready for year-end close and tax filings. I am very happy to recommend Sunita.

Terrance

★ ★ ★ ★ ★

I can't say enough about Sunita and the invaluable assistance she provided me with QuickBooks. Sunita is not only kind but also incredibly patient, which made all the difference in the world for someone like me who was dealing with a real QuickBooks mess. I was facing numerous challenges in sorting out my QuickBooks accounts, and I was feeling overwhelmed. Sunita, however, stepped in and expertly guided me through the process. She patiently navigated the areas where I was struggling, helping me untangle the financial knots that had built up. What sets Sunita apart is her dedication to teaching and sharing her knowledge. She not only helped me fix immediate issues but also took the time to teach me how to reconcile accounts effectively.

Michelle

★ ★ ★ ★ ★

She explained the basics of how to use QuickBooks. She also directed me to some helpful steps to understand how to process clients'; orders. She referred me to a Bookkeeping program to explore which I think will be helpful in the future with my Bookkeeping business.

Messianic

★ ★ ★ ★ ★

Very professional, detail-oriented, dedicated and knowledgeable QuickBooks Online - Book cleanup, Bookkeeping, Consulting,

Freskogrille

★ ★ ★ ★ ★

My QuickBooks tutor was fantastic! Their expertise and tailored lessons helped me grasp essential accounting concepts quickly. I highly recommend them for nyone needing to navigate QuickBooks effectively.

Armando