QuickBooks cleanup

Get Your QuickBooks File CPA-Ready in Milwaukee

Your QuickBooks file should tell you what the business actually did last month. If it does not, we find out why, fix it in order of impact and document every change.

  • A short walkthrough of what changed and why
  • A full diagnostic of your file before anything changes
  • Your CPA gets a file they can pick up without a redo

Manufacturing files break where the plant meets the ledger. Raw material, work in progress and finished goods all sharing a single account, assemblies recorded without consuming their components, and an inventory figure that has not matched a physical count in years. Each problem quietly compounds the next one.

What's included

What our service covers in Milwaukee

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

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.

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.

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.

Chart of accounts repair

We merge duplicate accounts and restructure the chart, then remap history so your prior-year comparisons still work.

Class and location tagging repair

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

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 Milwaukee businesses choose Feather Accounting

Plain-English explanations rather than accounting shorthand
Experience with files other bookkeepers have given up on
A written diagnostic you keep whether or not you hire us
A walkthrough at handover so you know exactly what changed
Work sequenced by impact, so the biggest problems go first
Good fit

This is a good fit if…

  • You need clean books before bringing on a partner or investor
  • Balances like undeposited funds or opening balance equity make no sense
  • The file was migrated from Desktop and something broke in transit
  • You are behind on sales tax because the figures look wrong

One account doing three jobs

With all three inventory categories merged, movement between them is invisible. A build-up of unfinished work looks identical to a build-up of sellable stock, and those mean entirely different things about the state of production.

We separate the categories, correct the build records where components were not consumed, and recalculate the valuation forward.

The valuation basis is agreed with you and your accountant first, then applied across the whole file. A file where the basis changed partway through cannot support the period comparisons anyone wants to make from it.

FAQ

Questions about this service

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

Yes. Each file gets its own diagnostic and its own fixed quote, since they are rarely broken in the same way. If they share a chart of accounts we will keep the structure consistent across them.

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.