Bookkeeping for contractors and service businesses in MetroWest and Greater Boston.

Call or Text: (774) 277-8683

Can someone clean up my QuickBooks for me?

Yes. Cleaning up QuickBooks is one of the most common requests bookkeepers handle. If your file has unreconciled accounts, miscategorized transactions, or months of neglected entries, someone with QuickBooks experience can work through the backlog and get your books accurate again.

Cleanup usually starts with bank reconciliation. The bookkeeper compares your QuickBooks records against actual bank and credit card statements to find missing transactions, duplicates, and incorrect amounts. Unreconciled accounts are the main reason financials don’t match reality, so this work has to happen before anything else makes sense.

Next comes reviewing how transactions were categorized. Common problems include personal expenses mixed with business, vendor payments in wrong categories, deposits recorded as income when they were actually transfers, and a chart of accounts cluttered with duplicate or vague categories. A good catch-up bookkeeping project consolidates your chart of accounts into something that reflects how your business actually operates.

You’ll need to provide bank and credit card statements for the period being cleaned up. Any invoices, contracts, or notes that explain unusual transactions help speed things along. Some transactions require your input because the bookkeeper can’t tell from the bank description alone whether a charge was materials, a subcontractor payment, or something else.

Timeline varies by how far behind you are. A few months of backlog might take a week or two of work. A year or more of neglected books could take longer, but even the worst messes can be sorted out with enough documentation.

The payoff is financials you can actually trust. Clean books matter when you’re preparing taxes, applying for a loan, bringing on a new accountant, or simply trying to understand whether your business made money. Rather than spending weekends trying to untangle it yourself, working with bookkeeping services in MetroWest usually gets the job done faster and catches problems you might miss.

Greater Boston's Trusted Bookkeeping Partner

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More Questions

How much does a bookkeeper cost for a small business?

Small business bookkeeping typically costs $200 to $600 per month for basic services. Actual pricing depends on transaction volume, how many accounts need reconciling, and whether your industry requires specialized accounting like job costing.

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How do I set up payroll for my small business?

Setting up payroll requires a federal EIN, Massachusetts state registrations for withholding and unemployment, and a system for calculating and depositing taxes on time. Massachusetts also requires Paid Family and Medical Leave contributions that many new employers miss.

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What's the difference between a bookkeeper and an accountant?

Bookkeepers record and organize your financial transactions on an ongoing basis. Accountants analyze that information, prepare tax returns, and provide strategic advice. Most small businesses need both, but you'll work with your bookkeeper more frequently.

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How do HVAC companies track service calls and jobs?

Service calls need dispatch software for technician time and parts tracking. Installation jobs require job costing to compare estimated versus actual costs. The key is getting both types of data to flow correctly into your accounting system.

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Do I need to issue 1099s to subcontractors?

Yes, if you paid them $600 or more during the calendar year by cash, check, or ACH. The form is the 1099-NEC, and the deadline is January 31 for both the contractor copy and IRS filing.

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How do I manage retainage in my construction accounting?

Retainage requires a dedicated receivable account separate from regular accounts receivable. Track withheld amounts by job, record them on each progress billing, and monitor release dates so nothing gets lost when projects close out.

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Full-service bookkeeping firm serving contractors and small businesses in MetroWest and Greater Boston. From monthly bookkeeping to job costing and payroll, we bring 20 years of hands-on business experience to your back office. Locally owned in Bellingham, Massachusetts.

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