QuickBooks cleanup

QuickBooks Diagnostic and Cleanup in Kansas City, Missouri

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.

  • Undeposited funds and suspense accounts cleared
  • A ranked written list of problems before you commit to anything
  • Opening balance equity traced back and cleared

Practice files break around progress invoicing. An estimate is raised, invoiced in stages, revised mid-project, and the file ends up holding a mixture of estimates, partial invoices and adjustments that no longer add up to any single agreed figure. The amount still left to bill becomes a number nobody in the practice is willing to rely on.

What's included

What our service covers in Kansas City

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

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.

Duplicate removal

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

Prior-period close and lock

Once a period is correct we close and lock it, so a stray entry cannot quietly reopen a year you already reported on.

Payroll clearing cleanup

Payroll wired in through an integration often leaves a clearing account that never zeroes. We trace what is stuck in it and clear it against the real runs.

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.

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 Kansas City businesses choose Feather Accounting

No hourly meter running while we investigate
Fixed project fee agreed up front after a free diagnostic
A walkthrough at handover so you know exactly what changed
A named bookkeeper who owns your account, not a rotating queue
Prior-year comparisons preserved through chart of accounts changes
Good fit

This is a good fit if…

  • Balances like undeposited funds or opening balance equity make no sense
  • You changed bookkeepers and the handover was incomplete
  • You are preparing for a loan application, a sale or due diligence
  • Your accountant bills extra every year to untangle the file first

Estimates, revisions and partial invoices

When a project is revised and the original estimate is not, the file carries two versions of the truth. Progress invoicing then bills against a figure that is no longer current, and the amount left to invoice becomes unreliable.

We reconcile each active project back to the agreement actually in force, so what remains to be billed is a real number.

We also check that revenue recognition matches progress rather than invoicing, since that is the difference between a report describing the practice and one describing its billing schedule.

FAQ

Questions about this service

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

We use accountant or read-only access wherever QuickBooks supports it, so you never hand over your own credentials. We never need the ability to move money.

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.