Behind on Your Business Books or Need QuickBooks Cleanup?
★★★★★ 5.0 on Google from 32 reviews
Whether the books are months behind, accounts are unreconciled, or QuickBooks Online is messy or unreliable, MBS can help identify what needs attention and the next practical step toward getting caught up.
Ask bookkeeping questions and find out what to do next.
You do not need to clean up the books before the first conversation.
What We Can Help You Figure Out
- How far behind or incomplete the books may be
- What needs cleanup in QuickBooks Online or the underlying records
- The next practical step toward getting caught up and staying current
The work needed, pricing, and timing are confirmed after review.
Business Owners Trust Morton Bookkeeping Services With Their Books
These public Google reviews describe careful reconciliations, organized books, and dependable bookkeeping support.
“She's meticulous with reconciliations, fast with month-end closes, and great at explaining what the numbers actually mean.”
“…always goes above and beyond to keep my books accurate and organized.”
“We don't have to worry about our books and will continue to highly recommend them to others.”
Getting Caught Up Usually Takes More Than Data Entry
Books may be behind because records are missing, accounts are unreconciled, transactions are duplicated or uncategorized, or the QuickBooks Online file no longer matches the underlying activity.
- Bank and credit-card accounts may need to be reconciled
- Transactions may need to be corrected, categorized, or reviewed for duplicates
- Payroll, merchant, loan, or owner activity may need supporting records
What the Bookkeeping Review Helps You Understand
The review is designed to turn a messy or overdue bookkeeping situation into a clearer plan.
How Far Behind the Books Are
Identify the likely catch-up period, current bookkeeping system, records available, and gaps that may affect the project.
What Needs Cleanup
Determine whether QuickBooks Online, account reconciliations, transactions, balances, or outside records need review or correction.
What Happens Next
Clarify whether the next step is gathering records, catch-up bookkeeping, QuickBooks Online cleanup, migration, tax-preparation coordination, or monthly bookkeeping.
What Happens During the Bookkeeping Review
The first conversation is used to understand where the books stand and identify the most practical next step.
Start With What You Know
Share how far behind the books may be, the current bookkeeping system, records available, important deadlines, and the concerns that need attention first.
Identify Missing Records and Cleanup Work
We review what access, statements, reports, explanations, and bookkeeping periods may still be needed.
Choose the Next Step
The next step may be gathering records, beginning catch-up bookkeeping, cleaning up QuickBooks Online, organizing information from another system, coordinating tax preparation, or moving into monthly bookkeeping.
Cleanup Work Is Built Around QuickBooks Online
MBS performs cleanup and ongoing bookkeeping in QuickBooks Online. If records are somewhere else, they may need to be exported and organized before review or migration.
Already Using QuickBooks Online
An existing file may still need reconciliation review, duplicate cleanup, transaction categorization, balance review, or bank-feed correction.
Using Another System
Records from spreadsheets, QuickBooks Desktop, Wave, Xero, FreshBooks, or another system may need to be exported and organized before MBS can evaluate migration or cleanup in QuickBooks Online.
After the Backlog Is Addressed
Cleanup can create more usable records for tax-preparation review. Monthly bookkeeping can help keep the books current. Tax preparation and monthly bookkeeping are separate services unless included in the engagement.
Is This the Right Next Step?
This review is designed for business owners whose books are behind, messy, incomplete, or unreliable.
This May Be a Good Fit When
- The books may be months or years behind
- QuickBooks Online may be messy, incomplete, unreconciled, or unreliable
- You need the books prepared for tax review or clearer financial reporting
- You can provide records, access, and answers to bookkeeping questions
- You use or are willing to move into QuickBooks Online
What to Expect
- The first conversation focuses on the backlog, current system, records available, and urgency
- Cleanup scope, pricing, timing, and engagement acceptance are confirmed after review
- Catch-up work may need to be completed before monthly bookkeeping or tax preparation can begin
- Tax preparation, payroll, sales tax, representation, and other services require separate scope unless included
Frequently Asked Questions
Yes. You do not need to know the exact number of months or years before the first conversation. We can start with the information available and help identify the likely catch-up period and what may need attention.
Projects may involve unreconciled bank or credit-card accounts, uncategorized or duplicate transactions, unclear balances, bank-feed issues, missing statements, merchant deposits, payroll entries, loans, or owner transactions. The exact cleanup scope is confirmed after review.
MBS performs cleanup and ongoing bookkeeping in QuickBooks Online. If your records are in another system, they may need to be exported and organized before MBS can review or migrate the information. Continuing with MBS generally requires using or moving into QuickBooks Online.
Start with whatever you have, such as bank and credit-card statements, loan statements, merchant processor reports, payroll reports, prior financial statements or tax returns, receipts, invoices, and explanations for unclear activity. Do not send sensitive documents through this landing page. Secure sharing instructions are provided later.
Pricing and timing depend on the number of months or years involved, the condition of the QuickBooks Online file, number of accounts, transaction volume, missing records, reconciliation issues, complexity, urgency, and how quickly questions are answered. MBS reviews the situation before confirming a quote or schedule.
Yes. Cleanup can create more reliable records for tax-preparation review and can lead into monthly bookkeeping. Tax preparation, filing, and monthly bookkeeping are separate services unless included in the engagement, and books are not treated as tax-ready until reviewed.
Get Help Getting Your Business Books Caught Up
Call with general questions or choose a time online. You do not need to fix the books before the first conversation.
Ask bookkeeping questions and find out what to do next.
The work needed, pricing, timing, and engagement acceptance are confirmed after review.