The Better Books Reset · Maui & Hawaii

QuickBooks cleanup and catch-up bookkeeping in Hawaii

If your books are behind, messy, or you're not sure the numbers are right, I fix the foundation first. You end up with accurate, reconciled books your CPA can work from and a clean starting point for monthly bookkeeping. Resets start at $1,500 and are quoted after your Diagnostic.

Start With a Free Fit Check See Pricing

Signs you need a cleanup

  • Bank or credit card accounts haven't been reconciled in months
  • Your Profit & Loss doesn't match what you see in the bank
  • A long list of uncategorized or "Ask my accountant" transactions
  • Personal and business expenses are mixed together
  • Revenue looks doubled, or deposits and invoices don't line up
  • Your CPA keeps sending the books back with questions

What cleanup covers

Reconciliations

Bank and credit card accounts reconciled back to statements.

Revenue corrections

Duplicated or miscoded revenue found and corrected.

Categorization

Uncategorized transactions coded, and transfers reclassified correctly.

Separation

Personal and business expenses separated so your books reflect the business.

How it works

1

Free Fit Check and Diagnostic

A free 15-minute Fit Check, then a Better Books Diagnostic of your QuickBooks file to find reconciliation gaps, inconsistencies, and structural issues. The Diagnostic is free when you start: $350 upfront, credited in full if you begin within 14 days.

2

Clear scope and quote

You see what needs fixing and what it costs before any work starts. Resets start at $1,500.

3

Cleanup and handoff

I stabilize the books, fix what is off, and deliver accurate financials. From there, monthly bookkeeping keeps them that way.

Frequently asked questions

How far behind can my books be?

Months or years. The Better Books Diagnostic shows how much catch-up is needed so the scope and quote are clear before any work begins.

What does cleanup include?

Cleanup can include bank and credit card reconciliations, correcting duplicated or miscoded revenue, categorizing uncategorized transactions, reclassifying transfers, separating personal and business expenses, and organizing the books so they are accurate and CPA-ready.

Do I have to switch to monthly bookkeeping afterward?

No. Monthly bookkeeping is optional, but it keeps the books clean so the same problems don't come back.

Do you work in QuickBooks Online?

Yes. I'm a QuickBooks Certified ProAdvisor and cleanup work is done in QuickBooks Online.

Find out where your books stand

Start with a free Fit Check and get a clear plan to get current.

Start With a Free Fit Check