QuickBooks Cleanup That Turns
Messy Books into Clear Decisions
If your QuickBooks feels unreliable, you’re not alone. Cleanup work is what we do when the numbers can’t be trusted yet, and you need them to guide real decisions.
At Hines Bookkeeping, we clean up QuickBooks Online so your books are accurate, organized,
and built around how you actually operate. You get clean financials, clear reporting, and a system you can maintain going forward.
We work best with:
Real estate investors with multiple properties or entities
Service-based businesses that need tax-ready books year-round
If you own rentals or want property-level reporting, explore our Real Estate Investor Bookkeeping.
Signs You Need a QuickBooks Cleanup
You may need a cleanup if any of these are true:
Your bank accounts do not reconcile
Transactions are uncategorized or miscategorized
Personal and business spending are mixed together
Your chart of accounts has duplicates or “misc” categories
Your reports do not match what you feel is happening in real life
Your CPA keeps asking questions you cannot answer quickly
You are behind multiple months and trying to catch up
What You Get (Outcomes)
This is not just “tidying up” your bookkeeping. Cleanup creates the foundation for profitability.
You can trust your Profit and Loss and Balance Sheet
You can see what is really happening month to month
You stop guessing and start making decisions with confidence
Your books become tax-ready, with less stress at deadlines
If you are an investor, your portfolio performance becomes clear at the property level
What’s Included in QuickBooks Cleanup
We tailor cleanup to your situation, but most cleanups include:
Financial review and issue identification
Bank and credit card reconciliations for the cleanup period
Transaction categorization and rules setup for consistency
Duplicate vendor, customer, and account cleanup
Chart of accounts improvement for better reporting
Fixing common balance sheet issues (when applicable)
Clean Profit and Loss and Balance Sheet delivered at completion
Simple system recommendations so the mess does not come back
Investor add-ons (when needed):
Property-level tracking setup
Entity separation guidance (so each LLC stays clean)
Schedule E friendly reporting structure (support, not tax filing)
Our 3-Step System
Analyze
We review what’s broken and why. We identify where
QuickBooks is unreliable and what needs to be corrected.
Customize
We rebuild your bookkeeping structure around
how you operate, so the reporting is actually useful.
Optimize
We set up simple systems so your books stay clean
going forward and your numbers become a growth strategy.
Timeline and What We Need From You
Cleanup timelines depend on how far behind you are and how complex your accounts are.
To start, we typically request:
QuickBooks access
Bank and credit card statements for the cleanup period
Any loan statements relevant to the period
A quick intake call to confirm goals and reporting needs
If your rentals are the main source of complexity, our Short-Term Rental Bookkeeping service may be the best fit.
Frequently Asked Questions
Question 1: How long does a QuickBooks cleanup take?
Most cleanups are completed once we have access and the necessary statements, but timing depends on how many months are behind and how complex your accounts are.
Question 2: Can you clean up QuickBooks if my books were handled by someone else?
Yes. Cleanup is common when prior bookkeeping was inconsistent or when QuickBooks was not set up for accurate reporting.
Question 3: Do you work with QuickBooks Online?
Yes. Our cleanup process is built for QuickBooks Online.
Question 4: Will cleanup make me tax-ready?
Cleanup organizes and reconciles your books so your CPA has clean, consistent financials to work from at tax time.
Question 5: Do you provide ongoing bookkeeping after cleanup?
Yes. Many clients move into monthly bookkeeping after cleanup so the books stay clean and useful. After cleanup, most clients move into Monthly Bookkeeping to keep everything consistent.
Question 6: Can you set up property-level tracking for real estate investors?
Yes, when property-level reporting is part of your needs, we structure QuickBooks to track income and expenses by property.
Copyright © 2026 Hines Bookkeeping, LLC
Chesapeake, VA | (757) 707-9070
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Copyright © 2023 Hines Bookkeeping, LLC
Chesapeake, VA | (757) 707-9070