QuickBooks cleanup

Sort Out Your QuickBooks File in Dallas, Texas

Inherited a messy QuickBooks file in Dallas? We diagnose it, correct every error and hand it back CPA-ready — with a documented log of what changed.

  • Manual journal entries traced back to their purpose
  • Chart of accounts repaired without losing history
  • Optional monthly bookkeeping so it does not drift again

Property and development businesses frequently run several entities through one file, or several files with no consistency between them. Costs paid by whichever entity had cash, transfers recorded as expenses, and inter-company balances that have never agreed in either direction.

What's included

What our service covers in Dallas

Everything below is part of the engagement — no surprise add-ons.

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.

Class and location tagging repair

If you track departments, sites or funds, we repair the tagging so segment reports stop disagreeing with the totals.

Vendor and customer dedupe

The same supplier entered three ways splits your reporting three ways. We merge duplicates carefully so history and open balances survive the merge.

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.

Documentation handover

You get the change log, a note of every decision that needed judgement, and the open questions we could not answer without you.

How it runs

What happens after you get in touch

Only the first step needs anything from you.

1

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.

2

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.

3

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 us

Why Dallas businesses choose Feather Accounting

A straight answer on whether you need cleanup, catch-up or both
US-based team that knows QuickBooks Online inside out
A named bookkeeper who owns your account, not a rotating queue
Records kept to a standard your CPA can pick up without a redo
Fixed project fee agreed up front after a free diagnostic
Good fit

This is a good fit if…

  • Balances like undeposited funds or opening balance equity make no sense
  • The same expense lands in a different account depending on who entered it
  • Opening balance equity holds a number nobody can explain
  • Duplicate customers and vendors have quietly multiplied

Entities that were never really separate

Money moving between entities under common ownership is a balance, not an expense. Recorded as an expense it vanishes from the balance sheet, and the two entities' positions are both wrong in opposite directions.

We identify those movements across the history, reclassify them and reconcile the inter-company balances so each side agrees with the other.

Where entities genuinely need separate files, we set that up deliberately rather than splitting an existing file, which tends to leave fragments on both sides.

FAQ

Questions about this service

Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.

They can, in either direction, and prior years may need another look. We give your CPA the restated figures and the documented change log so they can decide what needs amending. We do not prepare or file returns.

Free consultation

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

No spam, no commitment. We'll reach out to schedule your free consultation.

Free consultation

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.