Messy books have a way of getting messier the longer you wait — and tax season doesn't. I diagnose your QuickBooks Online file across 11 zones, hand you a written scorecard of what's wrong, and quote one flat number to fix all of it. No hourly meter. No surprises on the invoice.
Free 20-minute fit call · no obligation
Twenty minutes, no obligation. We look at your QBO file together and I give you my honest first impressions — which zones look rough, what the fix probably involves, and whether we're a fit.
The written review: your file graded across all 11 diagnostic zones, your three biggest automation opportunities, and a flat quote to fix everything. The $149 is credited in full toward your cleanup — or your first month of service — if you go ahead. Most cleanups land between $750 and $2,500.
Reconciled accounts, zeroed suspense balances, and a written summary of everything fixed — delivered in 1 to 4 weeks for most files.
Big cleanup firms quote $2,000 to $18,000 and put junior staff on your file. Budget services advertise $360 specials, then either upsell or skim. Hourly bookkeepers are honest — but you're signing a blank check, because nobody knows the hours until the mess is open.
The scorecard changes that. For a flat $149 you see exactly what's wrong, in writing, with a fixed price to repair it — and the $149 comes off the bill if you hire me. The price never changes mid-job no matter how long it takes, and I'm a QuickBooks Online ProAdvisor who has run companies — payroll, lenders, COGS swings and all — not just categorized their transactions.
You'll know exactly what's broken and exactly what it costs to fix. Before you commit.
Most land between $750 and $2,500 as a one-time flat fee. A few months of light catch-up sits at the low end; multi-year messes with payroll and inventory run higher. Either way the scorecard gives you the exact number in writing before we start — and it doesn't change.
Because it's real work — a full 11-zone review of your actual file, not a sales pitch. Charging a flat $149 keeps it honest: you get a document worth keeping whether or not you hire me, and since it's credited in full toward the engagement, serious buyers effectively pay nothing for it. You pay by card on an emailed invoice after the fit call — no subscription, no surprise charges.
Every scorecard includes the three highest-value places in your back office where modern AI tools would save you real hours — receipt capture that categorizes itself, bank-feed rules, drafting routines. If we work together I set them up and teach you to run them. The goal is technology that improves your work, not replaces you.
Yes. I'm based in the Bitterroot Valley and work with local businesses in person, but QuickBooks Online cleanups happen remotely for clients anywhere in the US.
Some treasurers and volunteers do — and we teach the how-to openly. Start with the free fund-accounting guide. If you get stuck halfway, the flat quote is still here.
Most clients move onto The Monthly Close so the file never degrades again. No pressure either way — the cleanup stands on its own.
Start with the free 20-minute call. If you want the full written scorecard and your fixed price, it's $149 — and it comes off the bill when you hire me.