QuickBooks File Cleanup in Sacramento, California
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.
- A documented change log your CPA can follow
- Your CPA gets a file they can pick up without a redo
- Duplicates and miscoded transactions corrected
Businesses working on public-sector contracts often try to track those contracts inside their file using whatever tool came to hand — classes for one, customers for another, a naming convention for a third. Each works alone. Together they make contract reporting impossible.
What our service covers in Sacramento
Everything below is part of the engagement — no surprise add-ons.
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.
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.
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.
Receivables & payables reset
Old open invoices from customers who paid, credits never applied and double-entered bills brought back to reality.
Bank feed rules review
Feed rules that made sense once quietly miscode transactions for years. We audit the rules in your file, fix the wrong ones and correct what they already miscoded.
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 Sacramento businesses choose Feather Accounting
This is a good fit if…
- You are behind on sales tax because the figures look wrong
- Duplicate customers and vendors have quietly multiplied
- You are considering starting a fresh file and want advice first
- Balances like undeposited funds or opening balance equity make no sense
One tracking method, applied consistently
Mixed approaches are the most common structural problem we find in contract-funded files. A report can only aggregate on one dimension, so a file tracking contracts three ways cannot report on any of them completely.
We pick the method that fits how you work, apply it across the historical data, and remove the alternatives so nothing is tracked twice.
Attachments are the other gap. Where supporting documents were filed outside the system, we establish the habit of attaching them to transactions, so the evidence and the entry stay together from here on.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
Every account reconciles to its statement, the reports tie out, and you have a change log showing each correction. We walk you through it at handover so you can see the file agrees with reality.
Related services and locations
Nearby cities in CA
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.