Trust Your QuickBooks File Again — Charlotte, NC
We take QuickBooks files that no longer reconcile and make them reliable again — starting with a written diagnostic rather than a guess, and finishing with a file your CPA can use.
- Optional monthly bookkeeping so it does not drift again
- Work sequenced by impact, not by what is easiest
- Duplicates and miscoded transactions corrected
Fast-growing companies usually accepted the default chart of accounts on day one and never revisited it. Three years later the business has service lines, staff and locations, and the file still describes it as though it were one person with a laptop.
What our service covers in Charlotte
Everything below is part of the engagement — no surprise add-ons.
Opening balance equity cleanup
A balance sitting in opening balance equity means something was set up without a counterpart. We work out what, then post it where it belongs.
Class and location tagging repair
If you track departments, sites or funds, we repair the tagging so segment reports stop disagreeing with the totals.
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.
Post-cleanup walkthrough
A call at the end covering what changed, what caused it and what to watch for, so the same problems do not rebuild themselves.
Bank feed rules review
Feed rules that made sense once quietly miscode transactions for years. We audit the rules in your file, fix the wrong ones and correct what they already miscoded.
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 Charlotte businesses choose Feather Accounting
This is a good fit if…
- You changed bookkeepers and the handover was incomplete
- Month-end takes days because nothing ties out
- The file was migrated from Desktop and something broke in transit
- You need clean books before bringing on a partner or investor
Still set up for the first year
A default structure is fine for a business with one activity. Once there are several, it cannot separate them, so the reports show a single blended margin that conceals which line carries the company.
We restructure to reflect the business as it is now and reclassify the history into it, so prior periods are comparable rather than starting a new basis from today.
The first year's mixed personal and business spending, common in companies that grew quickly, gets separated in the same pass rather than left as a permanent oddity in the early periods.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
That is normal. The diagnostic ranks problems by impact, so you can pick a scope — reconciliations only, say — and we quote that. We will tell you if fixing one thing without another would leave the file inconsistent.
Related services and locations
Nearby cities in NC
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.