Books Cleanup Sprint

Your QuickBooks File Is Telling You Something. We Help You Fix It.

CountWise cleans up messy, outdated, or unreliable books so you can file taxes, apply for financing, make decisions, and move forward with confidence.

The promise

Turn messy QuickBooks into decision-ready books in days, not months.

Messy books are not just an accounting problem. They block tax prep, cash decisions, financing, and growth. We clean the file, reconcile the accounts, and show you exactly what changed.

You may need cleanup if

The books are not just behind. They are blocking decisions.

Books do not become unreliable overnight. They drift. A missed reconciliation. A duplicated transaction. A personal expense coded as business. A bank feed that broke months ago. By the time the P&L looks wrong, the problem has usually been building for a while.

Get My Cleanup Estimate
  • ?Your books are more than 3 months behind
  • ?Bank or credit card reconciliations do not tie out
  • ?Your P&L looks wrong, but you cannot explain why
  • ?Personal and business expenses are mixed together
  • ?Your CPA keeps asking for cleanup before tax prep can move forward
  • ?You need clean numbers for financing, tax season, or a major decision

Why it matters

Messy books create expensive drag.

The cleanup is not only about fixing old transactions. It is about removing the uncertainty that slows down tax prep, cash planning, financing, and the next monthly close.

Tax prep gets slower

Messy books create more questions, more back-and-forth, and more cleanup work before your CPA can rely on the file.

Cash decisions get weaker

If the books are behind, you are making hiring, spending, and distribution decisions from partial information.

Financing gets harder

Lenders and partners need reports that match the business reality. A broken QuickBooks file slows the conversation down.

Monthly bookkeeping stays reactive

You cannot build a clean monthly close on top of old errors, broken reconciliations, and unclear balances.

Fixed-scope packages

Choose the right cleanup sprint.

Every file is reviewed before final scope is confirmed. These ranges make the buying decision clear before the work begins.

1-3 months behind

Quick Fix Cleanup

$950-$1,500

7-10 business days

For lighter cleanup work, missed reconciliations, and files that need a focused reset before monthly bookkeeping can run cleanly.

Most common

4-6 months behind

Backlog Cleanup Sprint

$1,800-$2,800

10-15 business days

For businesses with multiple accounts, broken reconciliations, categorization drift, or several months of catch-up work.

7-12 months behind

Tax-Ready Cleanup

$3,200-$4,800

15-20 business days

For owners preparing for tax season, financing, year-end reporting, or a CPA handoff that needs cleaner books first.

13+ months or complex file

Deep Cleanup / Rebuild

Custom, starting at $5,000

Scoped after review

For deep historical issues involving mixed expenses, payroll, sales tax, loans, inventory, integrations, or multiple entities.

What every cleanup includes

The scope changes by complexity. The operating standard does not. Every cleanup ends with a clearer file and a documented handoff.

  • QuickBooks file review
  • Bank and credit card reconciliation
  • Misclassification review
  • Duplicate, missing, or suspicious transaction flagging
  • Balance sheet tie-out
  • Cleanup summary report
  • CPA-ready handoff notes
  • Recommendation for monthly bookkeeping or AP/AR automation

How it works

A structured cleanup process, not open-ended hourly work.

We inspect the file, map the issues, clean what can be fixed, document what changed, and hand you a cleaner QuickBooks file with a clear next step.

1

Review

We review the QuickBooks file, bank activity, account setup, and current reporting issues.

2

Map

Within 5 business days, you get a written cleanup map showing what is wrong, what is missing, and what the final scope includes.

3

Clean

We reconcile accounts, correct classifications, investigate discrepancies, and rebuild the accounting structure where needed.

4

Handoff

You get a cleanup summary, CPA-ready notes, and a clear recommendation for keeping the books clean going forward.

Why CountWise

Not all cleanup work solves the same problem.

OptionWhat you getRiskBest fit
Cheap cleanupLow-cost transaction workLimited diagnosis, unclear handoff, quality depends on volumeVery simple files
Hourly bookkeeperFlexible support by the hourScope can expand without a clear endpointOngoing help after cleanup
CountWise SprintReview, cleanup map, fixed scope, cleanup report, CPA-ready notesRequires document access and owner responsivenessOwners who need clarity fast

Clarity Guarantee

You know what is wrong before the cleanup goes deep.

Within the first 5 business days, you get a written cleanup map: what is wrong, what we can fix, what documents are missing, and what the final cleanup will include. No vague hourly work. No surprise scope.

Client proof

"They cleaned up past issues without making the process feel overwhelming. Communication was clear, direct, and business-focused."

Sarah T. - Founder, E-Commerce Business

"They brought structure to a bookkeeping process that had become reactive and confusing. For the first time, we could actually trust the numbers."

Michael R. - Owner, Construction Services Company

Common questions

Before you ask your CPA to work around the mess, get the file reviewed.

A cleanup review gives you a practical answer: what is broken, what can be fixed, what is missing, and what it will take to move forward.

Do I need to know exactly how bad the file is?

No. The review exists because most owners do not know where the problem starts. We identify the issues, map the cleanup, and tell you what needs to happen next.

Is this only for QuickBooks Online?

QuickBooks Online is our primary cleanup environment. If you use QuickBooks Desktop or another system, we can still review the situation and tell you whether it fits.

Can you work with my CPA?

Yes. The cleanup summary and handoff notes are built to make your CPA conversation cleaner and faster.

What if documents are missing?

We flag missing documents early in the cleanup map. You will know what is needed, what can still be cleaned, and what limitations remain.

Will this fix every historical issue?

We do not promise magic. We promise a structured cleanup process, clear documentation, and a cleaner file with known limitations instead of hidden problems.

Free cleanup review

Stop carrying messy books into another month.

Book a free cleanup review and find out what it will take to get your numbers clean.

  • We review where the file stands now
  • You get a practical estimate range
  • You know whether cleanup, monthly support, or AP/AR automation is the right next step

We respond within 1 business day. No pressure. No open-ended hourly pitch.