Embedded Files
Free 15-Minute Consultation. Lets Get Your Books In Order!
Is your QuickBooks file messy, outdated, or difficult to understand?
I'll review your QuickBooks Online file, identify what needs attention, clean up the books, and help you get accurate financial records you can rely on.
Serving business owners in Denison, Sherman, Pottsboro, Whitesboro, Van Alstyne, and across North Texas.
Is Your QuickBooks File Trying to Tell You Something?
If your QuickBooks account doesn't look right, you're not alone.
You may be wondering:
Why don't my bank balances match?
Are my transactions categorized correctly?
Can I trust my Profit & Loss?
Why doesn't my Balance Sheet make sense?
How far behind are my books?
What needs to be fixed before I give this to my CPA?
Do I need a full cleanup, or are there just a few issues?
Before recommending a cleanup, I start by understanding what is actually happening inside your QuickBooks file.
QuickBooks Diagnostic Review
Know What Your Books Need Before You Invest in Cleanup
Not every QuickBooks problem requires the same solution. Our QuickBooks Diagnostic Review is a detailed review of your QuickBooks Online file designed to identify what's working, what needs attention, and what should happen next.
The review may include:
✅ Bank and credit card reconciliation status
✅ Chart of Accounts review
✅ Accounts Receivable review
✅ Accounts Payable review
✅ Profit & Loss review
✅ Balance Sheet review
✅ Unusual or concerning account balances
✅ Bookkeeping issues and inconsistencies
✅ Areas that may require cleanup or correction
✅ Recommended next steps
You'll receive:
A clear picture of the current condition of your QuickBooks file and a recommended path forward.
This allows us to determine whether you need a cleanup project, ongoing bookkeeping, or simply a few targeted corrections.
One-Time Diagnostic Review Starting at $350
If you choose to move forward with a cleanup or ongoing bookkeeping services after the review, the diagnostic fee may be applied toward your engagement.
How Our QuickBooks Cleanup Process Works
Step 1: Schedule a Free Consultation
We'll spend about 15 minutes learning about your business, your bookkeeping challenges, and what you're hoping to accomplish.
Step 2: QuickBooks Diagnostic Review
You'll securely invite us into your QuickBooks Online account as your accountant. We'll review the file and identify the areas that need attention.
No passwords are shared.
Step 3: Receive a Fixed-Price Proposal
Once we understand the condition of your books, you'll receive a clear scope of work, fixed price, and estimated timeline.
Your proposal is based on your actual QuickBooks file, not a one-size-fits-all estimate.
Step 4: We Clean Up Your Books
Once you approve the proposal, we'll organize your books, reconcile accounts, correct bookkeeping issues, and prepare accurate financial reports.
Step 5: Keep Your Books Organized
Once your cleanup is complete, you can continue with ongoing monthly bookkeeping so your QuickBooks file stays current and useful.
Catch-Up Bookkeeping
Behind on Your Books? No Judgment. Life gets busy. Businesses grow. Bookkeeping falls behind.
Whether you're a few months behind or have years of overdue bookkeeping, we can help you get caught up.
Starting at $150 per month of backlog
Base pricing includes:
One bank account
One credit card account
Up to 25 transactions per month
Businesses with additional accounts or higher transaction volume receive a custom quote.
Your actual project price is based on the age of the books, transaction volume, number of accounts, and complexity of the cleanup.
Need Help Learning QuickBooks?
QuickBooks Confidence Session
Not every business owner wants to outsource their bookkeeping.
Sometimes you simply want an experienced bookkeeper to look at your QuickBooks file, answer your questions, and show you how to manage it correctly.
One-Time Session: Starting at $400
Includes:
✅ 60-minute Zoom meeting
✅ Review of your QuickBooks file
✅ Personalized bookkeeping recommendations
✅ Live QuickBooks coaching
✅ Questions answered in real time
✅ Written action plan
You'll leave with a better understanding of your bookkeeping and a clearer plan for managing your QuickBooks file.
Want Someone to Handle Your Books?
If you'd rather spend your time running your business instead of keeping up with bookkeeping, we also offer ongoing monthly QuickBooks bookkeeping services.
Monthly bookkeeping includes:
✅ Bank and credit card reconciliations
✅ Transaction categorization
✅ Monthly financial reports
✅ Monthly financial insights
✅ Sales tax tracking and support
✅ Payroll support
✅ Ongoing bookkeeping maintenance
Monthly bookkeeping starts at $350.
Many business owners begin with a QuickBooks cleanup and then transition into monthly bookkeeping to keep their financial records organized year-round.
Why Choose NTX Local Booster?
Bookkeeping isn't just about recording transactions. It's about helping you understand what your numbers are telling you.
When you work with us, you'll receive:
✅Accurate bookkeeping
✅Organized, tax-ready financial records
✅Clear monthly reporting
✅Monthly financial insights
✅Honest communication
✅Secure cloud-based collaboration
✅Guidance from an Intuit Certified Bookkeeping Professional
Our goal is simple:
Help you spend less time worrying about your books and more time running your business.
Frequently Asked Questions
How long does a QuickBooks cleanup take?
Every cleanup is different. The timeline depends on how far behind your books are, the number of accounts, transaction volume, and the complexity of your business.
After reviewing your QuickBooks file, we'll provide an estimated timeline.
Can you clean up several years of bookkeeping?
Yes. We can help businesses catch up on months or years of overdue bookkeeping. The scope and pricing will depend on the condition of the QuickBooks file.
Will I lose any of my QuickBooks data?
We work within your existing QuickBooks Online file and take care to preserve your financial history while correcting and organizing the books.
Do you work with my CPA?
Absolutely. We can prepare organized financial records for your tax professional and coordinate with your CPA when needed.
Do I need a Diagnostic Review before a cleanup?
The review helps us understand the condition of your QuickBooks file and determine the appropriate scope of work. It also allows us to provide a more accurate fixed-price proposal rather than guessing at the cleanup cost.
What if I decide I want monthly bookkeeping afterward?
Many clients start with a cleanup and transition into monthly bookkeeping so their QuickBooks file stays current and organized going forward.
Ready to Get Your QuickBooks Back on Track?
Messy books don't have to stay messy.
Whether you're behind on bookkeeping, preparing for tax season, applying for financing, or simply want financial records you can trust, we'll help you understand what needs to be done and create a clear path forward.
Schedule your free 15-minute consultation today.
Let's take a look at your books and determine the right next step for your business.
Serving Businesses Throughout North Texas
NTX Local Booster provides QuickBooks cleanup, catch-up bookkeeping, QuickBooks setup, and monthly bookkeeping services for businesses in:
Denison • Sherman • Pottsboro • Whitesboro • Gainesville • Van Alstyne • Howe • Anna • Melissa • McKinney • Frisco • Plano • Dallas
We also work with businesses nationwide through secure cloud-based bookkeeping.
Report abuse