QuickBooks File Cleanup in Austin, Texas
If closing the month in Austin has turned into detective work, the file is the problem. We diagnose it, repair it and hand it back with every correction documented.
- Work sequenced by impact, not by what is easiest
- Optional monthly bookkeeping so it does not drift again
- Your CPA gets a file they can pick up without a redo
Companies that scaled quickly tend to have files that several people can edit and nobody owns. Different conventions from different hands, transactions changed after periods closed, and no reliable way to establish why a prior month's figures no longer match what was reported at the time.
What our service covers in Austin
Everything below is part of the engagement — no surprise add-ons.
Loan and asset account review
Loan balances that never amortize and assets that were expensed instead of capitalized get identified and corrected, with the reasoning documented.
File diagnostic
We review the file account by account and give you a written, ranked list of what is actually wrong before touching anything.
Credit card and processor matching
Stripe, Square and PayPal deposits arrive net of fees. We match the payouts to the underlying sales and book the fees where they belong.
Uncategorized expense triage
We work through whatever has been parked in uncategorized or "ask my accountant", assign what we can identify and give you a short list of what needs your answer.
Receivables & payables reset
Old open invoices from customers who paid, credits never applied and double-entered bills brought back to reality.
What happens after you get in touch
Only the first step needs anything from you.
Free diagnostic call
We get read-only access to your file, review it and come back with a written list of what is wrong and what it takes to fix. The findings are yours either way.
One fixed quote
A single project fee for the agreed scope, set before work starts. If we find something substantial, we come back to you rather than adding to the invoice.
We repair and hand back
Corrections are made in order of impact, each documented as we go. You get the repaired file, the change log and a short walkthrough of what changed and why.
Why Austin businesses choose Feather Accounting
This is a good fit if…
- The same expense lands in a different account depending on who entered it
- Duplicate customers and vendors have quietly multiplied
- Your CPA has said the file needs work before they can use it
- You are considering starting a fresh file and want advice first
Several hands, no convention
When multiple users enter transactions without an agreed approach, similar costs land in different accounts and the reports stop being comparable across periods.
We establish one convention, reclassify the history to match and set the file so closed periods cannot be edited without a deliberate step. That last part prevents the most damaging version of the problem, where reported figures change after the fact.
Contractor records are the other frequent gap in companies that scaled on contract labour, usually inconsistent enough that the year-end information has to be assembled from scratch.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
Mid-year is usually better. Waiting for year end means another six months of entries built on top of the same problems, and a tighter window when your CPA needs the file.
Related services and locations
Nearby cities in TX
Get your free consultation
Tell us about your business and we'll show you how we can simplify your QuickBooks bookkeeping.
What you get
- Free 15-minute consultation
- No long-term contracts
- Dedicated QuickBooks expert
- Books delivered monthly, on time
- Flat-rate, transparent pricing
Prefer to talk? Call us directly at (803) 757-4800
Let's get your books current
Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.
New business owner? Ask about our first-year startup rate.