QuickBooks cleanup & catch-up
Bring overdue or unreliable books back to a clean, reconciled, tax-ready position—without losing the history behind the numbers.
Discuss this serviceQuickBooks specialists · 10+ years of experience
Axis Consulting helps U.S. businesses clean up QuickBooks, reconcile every account, and turn monthly numbers into decisions you can trust.
SERVICES
Focused bookkeeping and reporting support for owners who need accuracy, clarity, and a reliable close—not more financial noise.
Bring overdue or unreliable books back to a clean, reconciled, tax-ready position—without losing the history behind the numbers.
Discuss this serviceMatch every account to its statements, investigate old differences, and resolve duplicates, missing entries, and uncategorized activity.
Discuss this serviceStay current with consistent categorization, reconciliations, AP/AR review, and financial statements you can actually use.
Discuss this serviceTurn clean data into class, location, project, and cash-flow reporting that shows what is working and what needs attention.
Discuss this serviceINDUSTRY EXPERTISE
Generic categorization misses the operational story. We build the books around the way your industry bills, collects, pays, and measures profit.
Matter-level clarity, operating and trust-account reconciliation, IOLTA support, and clean Clio-to-QuickBooks workflows.
IOLTA · CLIO · MATTER REPORTINGJob-costing structure, project profitability, contractor and material tracking, and cleaner class or project reporting.
JOB COSTING · PROJECTS · MARGINSReliable sales and fee mapping across Shopify, Stripe, PayPal, and other channels—with deposits tied back to the books.
SHOPIFY · STRIPE · PAYPALProperty-level books, tenant-ledger support, deposits, owner activity, and mapping from Yardi or AppFolio workflows.
TENANT LEDGERS · YARDI · APPFOLIOTHE PROCESS
You always know what is being reviewed, what was corrected, and what still needs a decision. No black box and no vague cleanup label.
Start with a books reviewReview the file, statements, integrations, old balances, and reporting structure. Then define the real scope.
Correct the chart, organize transactions, resolve discrepancies, and reconcile every agreed account.
Run quality checks and deliver a clear P&L, balance sheet, reconciliation status, and issue summary.
Move into a dependable monthly close, or hand over documented books that your CPA can work with confidently.
RELEVANT EXPERIENCE
Complex cleanup experience, translated into practical confidence.
A large catch-up file brought into a structured, reviewable bookkeeping workflow.
Historical records rebuilt, reconciled, and prepared for better reporting and CPA review.
Remote bookkeeping delivered for international clients through trusted freelance platforms.
WORK YOUR WAY
Work directly with Axis Consulting, or use the freelance platform your business already trusts.
START WITH CLARITY
Tell us what is behind, what feels unreliable, or what reporting you need. We will identify the highest-risk issues and outline the cleanest path forward.