QuickBooks is a powerful tool for managing your business finances—but if your books aren’t set up or maintained properly, it can quickly become overwhelming. At Lopez Accounting & Tax Solutions, we specialize in QuickBooks cleanup services to help business owners get their financial records back on track. Whether your books are months (or years) behind, incorrectly categorized, or simply overwhelming, we’ll organize and streamline your QuickBooks file so you can have accurate, reliable financial data.
What Our QuickBooks Cleanup Services Include:
- Review & Assessment – Analyzing your existing QuickBooks file to identify errors, duplicates, or missing entries.
- Chart of Accounts Cleanup – Restructuring and streamlining your accounts for accuracy and ease of use.
- Transaction Reconciliation – Matching bank and credit card transactions to ensure your books align with your statements.
- Expense Categorization – Correcting and properly classifying expenses for accurate reporting and tax preparation.
- Duplicate & Error Corrections – Removing unnecessary or duplicate entries and fixing common mistakes.
- Payroll & Sales Tax Adjustments – Ensuring payroll and sales tax entries are recorded correctly.
- Catch-Up Bookkeeping – Updating months or years of incomplete records so your books are current.
- Training & Guidance – If desired, we’ll provide guidance on how to maintain clean records moving forward.
Why QuickBooks Cleanup Matters:
- Provides accurate financial reports for better decision-making.
- Prevents tax filing errors and reduces the risk of audits.
- Saves time and money during year-end accounting and tax preparation.
- Restores confidence in your business’s financial health.
- Gives you a clean slate to manage your books going forward.
Our Promise:
At Lopez Accounting & Tax Solutions, we understand that messy books can create unnecessary stress. Our QuickBooks cleanup services are designed to give you clarity, accuracy, and confidence in your financial records. Whether you’re preparing for tax season, applying for financing, or just need peace of mind, we’ll ensure your QuickBooks is organized, accurate, and ready to support your business growth.