Reconciliations do not agree
Statement balances and QuickBooks balances remain different or prior periods were not completed cleanly.
QuickBooks cleanup
Messy QuickBooks file? Let’s make it usable again.
LedgerCrew reviews the file, identifies the problems affecting the numbers, and scopes the cleanup needed before dependable monthly bookkeeping can begin.
LedgerCrewFile review
Work in view
01Reconciliations checked
02Duplicates investigated
03Transfers reviewed
04Scope documented
Where to start
A cleanup starts by separating visible symptoms from the work the file actually needs.
The review looks for the issues affecting reliability, then defines what can be corrected with the records and access available.
Reports do not make sense
Categories, transfers, duplicate activity, or setup choices distort the P&L or balance sheet.
The file cannot support a close
Ongoing monthly bookkeeping cannot begin reliably until the underlying file problems are addressed.
What LedgerCrew handles
What the initial review looks for
Reconciliation problems
Open differences, missing periods, and balances that do not match available statements.
Duplicate or missing activity
Transactions that may be repeated, omitted, or incorrectly matched.
Transfers and owner activity
Movement between accounts, contributions, draws, and activity needing clarification.
Category structure
Accounts and categories that no longer represent how the business operates.
Opening and historical balances
Existing balances that affect whether current reports can be used.
Readiness for monthly work
The specific corrections needed before a recurring close can begin.
Scope
Typical cleanup work—and its limits
Correct supported transaction treatment
Update categories, matches, and transfers where statements and source information support the correction.
Reconcile usable periods
Complete or repair reconciliations where the required statements and activity are available.
Organize the account structure
Improve clearly confusing account usage without promising a final result before review.
Document unresolved items
Identify missing records or decisions that prevent a responsible correction.
How it works
A clear path from access to usable books.
Review the file
Inspect the visible issues, reconciliation status, available records, and current setup.
Confirm the cleanup scope
Define the corrective work, dependencies, and separately priced project before work begins.
Stabilize and transition
Complete the supported corrections and confirm readiness for recurring monthly bookkeeping.
Important scope note
Cleanup is not a blanket promise to correct everything.
Cleanup is separately priced and excluded from the first-month-free offer. It does not include tax filing or an audit, and final scope depends on the file and available records.
QuickBooks ownership
Your books stay in your QuickBooks file.
LedgerCrew works inside the QuickBooks Online file you control, so you keep ownership, admin access, and a clean handoff if your needs change.
Subscription note: QuickBooks Online is billed separately. If you need a subscription, LedgerCrew can provide it and include it on your bill.
FAQ
Questions, answered plainly.
How do I know whether I need cleanup?
Cleanup may be appropriate when reconciliations do not agree, categories are unreliable, transfers or duplicates distort the file, or reports no longer reflect the underlying activity.
Is cleanup included in a monthly plan?
No. Cleanup is reviewed and priced as a separate project before dependable recurring bookkeeping begins.
Will every problem be fixed?
LedgerCrew first reviews the file and scopes the work supported by the available records. No correction should be promised before that review.
Does cleanup include tax filing or an audit?
No. QuickBooks cleanup does not include tax filing, an audit, a review, a compilation, or an assurance engagement.
Who owns the QuickBooks file?
You do. LedgerCrew works inside the client-owned QuickBooks Online file.
What happens after cleanup?
When the file is usable and current, LedgerCrew can confirm the appropriate recurring monthly bookkeeping plan.
Next step
Turn an unreliable file into a clear scope.
Start with a review of the QuickBooks Online file you own and the problems affecting the numbers.