QuickBooks Cleanup and Reconciliation in Miami
Before we change anything in your file you get a ranked written list of what is wrong and a fixed price to put it right. Then we do the work.
- Your CPA gets a file they can pick up without a redo
- Chart of accounts repaired without losing history
- Old open invoices and unapplied credits resolved
Files handling more than one currency go wrong in ways that are difficult to spot, because everything still balances. Rates entered manually and inconsistently, or the multi-currency feature switched on partway through a year, leaving two incompatible treatments in one file.
What our service covers in Miami
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.
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.
Journal entry audit
Every manual adjustment in the period is traced back to what it was meant to do; anything unsupported is listed for your CPA.
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.
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 Miami businesses choose Feather Accounting
This is a good fit if…
- Your accountant bills extra every year to untangle the file first
- You changed bookkeepers and the handover was incomplete
- Your CPA has said the file needs work before they can use it
- The chart of accounts has grown to hundreds of unused lines
Currency handled two ways in one file
Switching multi-currency on mid-year is a decision that cannot be reversed, and it leaves earlier transactions on a different basis from later ones. Reports spanning the change are combining figures that are not comparable.
We establish where the change happened, restate what can be restated, and document the discontinuity clearly so a later reader is not misled by it.
Where rates were entered by hand, we check them against the dates they applied to. Manual rates tend to be approximately right and consistently favourable, which is a bias rather than a random error.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
Yes, and many clients move onto monthly bookkeeping once the file is repaired — it is the reliable way to stop the drift returning. It is optional and quoted separately.
Related services and locations
Nearby cities in FL
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.
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