QuickBooks cleanup

Get Your QuickBooks File CPA-Ready in Jacksonville

If closing the month in Jacksonville has turned into detective work, the file is the problem. We diagnose it, repair it and hand it back with every correction documented.

  • Duplicates and miscoded transactions corrected
  • One named bookkeeper on the file from start to finish
  • A documented change log your CPA can follow

Logistics files break in two familiar places. Undeposited funds quietly accumulating because payments were recorded but never matched to the deposit that cleared, and vehicle finance entered as a single monthly expense with the asset and the loan missing entirely.

What's included

What our service covers in Jacksonville

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

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.

Undeposited funds cleanup

The single most common wreck in a QuickBooks file — we work out what the phantom balance is made of and clear it against real transactions.

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.

Duplicate removal

Charges entered twice, feed reconnections that pulled history again, payments booked against the wrong invoice — all found and corrected.

Sales tax liability review

We check what the file says you owe against what was actually collected and filed, and flag the gaps for your CPA. We do not prepare or file the returns.

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 Jacksonville businesses choose Feather Accounting

No hourly meter running while we investigate
A full backup taken before any change is made
Work sequenced by impact, so the biggest problems go first
Prior-year comparisons preserved through chart of accounts changes
A straight answer on whether you need cleanup, catch-up or both
Good fit

This is a good fit if…

  • You have stopped trusting the reports the file produces
  • Opening balance equity holds a number nobody can explain
  • Balances like undeposited funds or opening balance equity make no sense
  • You are preparing for a loan application, a sale or due diligence

Undeposited funds and vehicle loans

Undeposited funds is meant to be a staging account that empties. When it grows month on month, it means payments and deposits stopped being matched, and the balance sheet carries a figure that corresponds to nothing.

We work back through it, matching what can be matched and identifying what was double-recorded.

Vehicle finance is the second correction. Splitting the payment into interest, principal and depreciation puts the truck and the loan onto the balance sheet where they belong and changes the reported profit, usually noticeably.

FAQ

Questions about this service

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

Occasionally starting a fresh file with clean opening balances is genuinely cheaper than unpicking the old one. If we think that is your situation we say so during the diagnostic, explain the trade-offs and let you decide.

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.