Get Your QuickBooks File CPA-Ready in New York
If your QuickBooks numbers no longer add up, we find what is wrong, fix it and give your CPA a file they can actually work in.
- A short walkthrough of what changed and why
- A ranked written list of problems before you commit to anything
- Work sequenced by impact, not by what is easiest
Files kept by consultants, agencies and small property operations tend to hold more than one business. Several income streams, sometimes several legal entities, all recorded in one file because separating them never seemed urgent enough to interrupt the actual work. By the time it does seem urgent, there are years of blended history to unpick.
What our service covers in New York
Everything below is part of the engagement — no surprise add-ons.
Report pack rebuild
We rebuild the profit and loss, balance sheet and cash summary you actually use, so the reports you open each month reflect the repaired file.
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.
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.
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.
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.
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 New York businesses choose Feather Accounting
This is a good fit if…
- You have stopped trusting the reports the file produces
- You need clean books before bringing on a partner or investor
- Duplicate customers and vendors have quietly multiplied
- Balances like undeposited funds or opening balance equity make no sense
More than one business in one file
When distinct activities share a file, no report describes any of them. Overheads are pooled, margins blend, and the question of which activity actually pays cannot be answered from the data.
Where the activities are genuinely separate legal entities, they need separate files, and we handle that migration deliberately rather than by splitting a file in place.
Where they are one entity with several income streams, tracking within the file is enough — applied consistently across the history, not just from the cleanup date onward.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
We work remotely with businesses across New York and the US, so you get the same dedicated bookkeeper wherever you are. Everything is handled over secure, read-only access — no office visit needed.
Related services and locations
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.
New business owner? Ask about our first-year startup rate.