QuickBooks Cleanup, Conversion & Training Services
QuickBooks done right, by top ProAdvisors.
Behind on reconciliations? Stuck on QuickBooks Desktop? We untangle it.
- Unreconciled accounts
- Uncategorized & duplicate transactions
- Desktop → Online conversions
- POS, payroll & app integrations
- Cash-to-accrual conversion
- Untrained staff & messy workflows
FOUR WAYS WE HELP
Everything QuickBooks, under one roof
“Great team, very pleased with their attentiveness and quality of work! 5-stars!”
BEFORE & AFTER
What a cleanup changes
BEFORE
- Unreconciled bank and credit card accounts
- A backlog of uncategorized transactions
- Books months behind
- Revenue recorded on cash basis
- No idea which clients are profitable
AFTER BLUJAX
- Every account reconciled and tied out
- 0 uncategorized transactions
- Books current to last month
- Accrual basis with deferred revenue scheduled
- Profit by client available every month
THE PROCESS
Clean books, with an hours estimate up front.
01
Assessment
02
Hours estimate
03
Fix & convert
04
Train & review
05
Stay clean
CLIENT REVIEWS
From mess to trust
“We didn't know where we stood with our financials, now we can trust our systems and move forward.”
“BluJax Accounting has done a great job training and assisting our small business with our day-to-day accounting. It is a great comfort to have someone I can reach out to with any questions with our bookkeeping.”
What's included in QuickBooks cleanup services
QuickBooks cleanup — sometimes called catch-up bookkeeping — brings a file that has fallen behind or drifted out of balance back to accurate, reconciled books you can rely on. As a QuickBooks Online Elite ProAdvisor firm with two of the Top 100 QuickBooks ProAdvisors in the U.S. on staff, we’ve seen nearly every way a QuickBooks file can go wrong. A typical cleanup includes:
- Reconciling every bank, credit card and loan account to its statements
- Categorizing uncategorized transactions and removing duplicates
- Clearing undeposited funds, stale invoices and bills that don’t belong
- Rebuilding a chart of accounts that matches how your business actually runs
- Correcting payroll, sales tax and POS entries that post incorrectly
- Delivering a balance sheet and profit & loss you and your tax preparer can trust
QuickBooks bookkeeping after the cleanup
Once your file is clean, you can keep it that way yourself with training from our ProAdvisors, or hand ongoing QuickBooks bookkeeping to our outsourced accounting team, which reconciles and closes your books every month.
QuickBooks Desktop to QuickBooks Online conversions
Moving from QuickBooks Desktop, Xero or spreadsheets? We migrate your history and balances, verify the trial balance against your old system, reconnect bank feeds and apps, and train your team on the new workflow.
Why work with an Elite ProAdvisor firm
Elite is the highest membership level in Intuit’s QuickBooks ProAdvisor program, earned through a firm’s QuickBooks Online client work and its team’s certifications. It means your file is handled by people who work in QuickBooks Online every day. We’re headquartered in Fruitland Park, Florida, and work with businesses in The Villages, Leesburg and across Lake and Sumter counties — and with owners nationwide through secure cloud tools and video meetings.
Frequently asked questions
It depends on how far behind you are and how many accounts you have. The assessment gives you an hours estimate, so you know the expected scope before we start.
It depends on how far behind the books are and how complex your file is. A few months of catch-up moves quickly; years of backlog or a full conversion takes longer. After we review your file, you get an hours estimate and a realistic timeline up front, before any work starts.
No. You invite us as an accountant user, and you can remove our access at any time.
Yes. We migrate history and balances to QuickBooks Online, verify the trial balance and reconnect your apps.
Yes. We set up integrations so sales, fees, tips and payroll post correctly every day.
Yes — hands-on training is part of every engagement, and you can call us when questions come up.
Yes. BluJax Accountants is a QuickBooks Online Elite ProAdvisor firm, with two of the Top 100 QuickBooks ProAdvisors in the U.S. on our team.
Yes. After a cleanup, our outsourced accounting team can reconcile and close your books every month so they stay current.
Related services
Controller & Accounting
Fractional CFO
Strategic Financial Assessment
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