Get your QuickBooks Online books properly cleaned up, categorised and reconciled — with accurate financial reports delivered by a Certified QuickBooks Advanced ProAdvisor with 15+ years of bookkeeping and accounting experience.
I Will Clean Up, Categorise and Reconcile Your QuickBooks Online
QuickBooks Online clean-up, categorisation and reconciliation for 1 entity and 2 accounts, with financial reports and 1 consultation session.
- 1 business entity covered
- 2 bank/credit card accounts reconciled
- Full transaction categorisation and clean-up
- Financial statement preparation (P&L and Balance Sheet)
- Internal controls execution
- 1 consultation session included
Expanded clean-up for 1 entity across 3 accounts, with financial reports and 2 consultation sessions for deeper review.
- 1 business entity covered
- 3 bank/credit card accounts reconciled
- Full transaction categorisation, duplicate removal and clean-up
- Financial statement preparation (P&L and Balance Sheet)
- Internal controls execution
- 2 consultation sessions included
Comprehensive clean-up for 1 entity across 4 accounts with full financial reports and 2 in-depth consultation sessions.
- 1 business entity covered
- 4 bank/credit card accounts reconciled (including subcards and loans)
- Full transaction categorisation, duplicate removal and account clean-up
- Financial statement preparation (P&L and Balance Sheet)
- Internal controls execution
- 2 consultation sessions for comprehensive review and handover
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Scope of Clean-Up
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What You'll Receive
Full Description
Messy books cost you money, delay decisions and create real stress come tax season. This service gives you a fully cleaned, accurately categorised and bank-reconciled QuickBooks Online file — complete with reliable financial reports you can actually use to run your business.
Working with a Certified QuickBooks Advanced ProAdvisor who holds a Bachelor of Science in Accounting and Business Management, is an IRS PTIN Holder, and brings over 15 years of hands-on bookkeeping and accounting experience, you are in expert hands from day one. Based in London, England, this service is built around precision, clear communication and a genuine understanding of what small business owners need from their numbers.
**What is included in every package:**
— Accurate categorisation of all income and expenses
— Clean-up of mis-posted transactions
— Removal of duplicate entries and unnecessary accounts
— Bank and credit card reconciliations (including parent cards, subcards and loans)
— Clearing of undeposited funds
— Financial statement preparation (Profit & Loss, Balance Sheet)
— Internal controls execution
— A consultation session to walk through findings and answer your questions
Packages differ in the number of accounts reconciled and the number of consultation sessions included — so you can choose the scope that fits your business size.
**Who this is for:**
Business owners, sole traders and entrepreneurs who use QuickBooks Online and whose books have fallen behind, contain errors, or have never been properly set up. Whether you are catching up on the current year or getting everything in order before handing things to an accountant or tax preparer, this service delivers clean, trustworthy financials.
**Important — please read before ordering:**
This service requires QuickBooks Online access (not QuickBooks Desktop). All monthly bank and credit card statements must be provided on time to keep the project on schedule. Any questions about categorisation or statements must be answered within 24 hours to avoid delays.
Please note this service does not cover: entering invoices, paying bills, managing accounts receivable, or running payroll.
If you are unsure which package is right for you, send a message before ordering and the scope can be confirmed in advance.
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Compare Packages
| Feature | Essential Clean-Up | Boost Clean-Up | Premium Clean-Up |
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 30 days |
| Revisions | 0 | 0 | 0 |
| 1 business entity covered | ✓ | ✓ | ✓ |
| 2 bank/credit card accounts reconciled | ✓ | ✕ | ✕ |
| Full transaction categorisation and clean-up | ✓ | ✕ | ✕ |
| Financial statement preparation (P&L and Balance Sheet) | ✓ | ✓ | ✓ |
| Internal controls execution | ✓ | ✓ | ✓ |
| 1 consultation session included | ✓ | ✕ | ✕ |
| 3 bank/credit card accounts reconciled | ✕ | ✓ | ✕ |
| Full transaction categorisation, duplicate removal and clean-up | ✕ | ✓ | ✕ |
| 2 consultation sessions included | ✕ | ✓ | ✕ |
| 4 bank/credit card accounts reconciled (including subcards and loans) | ✕ | ✕ | ✓ |
| Full transaction categorisation, duplicate removal and account clean-up | ✕ | ✕ | ✓ |
| 2 consultation sessions for comprehensive review and handover | ✕ | ✕ | ✓ |
Portfolio
Examples of the seller's work related to this Zinn.
Clean Up, Categorise and Reconcile Your QuickBooks Online
Clean Up, Categorise and Reconcile Your QuickBooks Online
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Frequently Asked Questions
You will need to grant QuickBooks Online access to the account and provide all relevant monthly bank and credit card statements. Any questions about categorisation or transactions must be answered within 24 hours to keep the project on schedule.
No — this service is designed specifically for QuickBooks Online. If you are using QuickBooks Desktop, please get in touch before ordering to discuss your situation.
A QuickBooks Advanced ProAdvisor is certified at the highest level to work within QuickBooks Online, optimise your setup and ensure your bookkeeping is handled correctly. Combined with 15+ years of accounting experience and a degree in Accounting and Business Management, this means your books are in thoroughly qualified hands.
Yes, absolutely. Fixing errors, re-categorising transactions, removing duplicates, clearing undeposited funds and reconciling accounts is exactly what this service is designed to do.
Updates within the project are typically made within 3 business days, though this may vary depending on transaction volume and how promptly statements and answers are provided.
This service does not include entering invoices, paying bills, managing accounts receivable (A/R) or running payroll. If you need those services, please reach out before ordering.
Before your consultation, prepare a list of questions or concerns — for example, anything you are unsure about in your books, processes you want to improve, or specific reports you need. The clearer your goals, the more you will get from the session.
Choose the Essential package if you have 2 or fewer accounts and want a single review session. The Boost package suits businesses with 3 accounts or those who want a second session to go through the results in detail. The Premium package is best for businesses with 4 accounts, including subcards and loans, requiring the most thorough clean-up and two full consultation sessions.
Customer Reviews
See what our customers say about this Zinn
Neil J was truly impressed with her exceptional attention to detail and professionalism in accounting, going above and beyond what was expected. Her polite demeanour and fluency in communication made collaboration effortless and enjoyable.
Neil was excellent! Her work saved me much time and money, and I would EASILY partner with her again for my business needs.
Service was quick and delivered as promised.
I feel honoured to have had the opportunity to work with such an EXCEPTIONAL provider like Neil! Her professionalism and attention to detail in accounting exceeded my expectations, and her deep understanding and proactive communication made collaboration seamless. Working with her truly helped get my books back on track—what a fantastic experience!
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