QuickBooks Health Check & Cleanup

If your QuickBooks file feels messy, duplicates keep popping up, or your reports don’t make sense - I can help.

  • Comprehensive file review and diagnostic
  • Correction of mis-categorized transactions and chart-of-accounts structure
  • Reconciliation errors identified and resolved
  • Duplicate vendors, customers, and items merged or deleted
  • Bank feed clean-up and transaction rules streamlined
  • Final report showing the issues found, actions taken, and recommendations for maintaining clean books

Why Work With Logical Imagination

  • Certified Expertise - As a QuickBooks ProAdvisor and Intuit Certified Bookkeeper, I understand both the software and the bookkeeping principles behind it.
  • Personalized Approach - Every business is different; your QuickBooks setup should reflect that.
  • Modern Tools - I use the latest features and integrations to keep your system fast, secure, and efficient.
  • Collaborative Support - I work alongside you and your CPA or tax preparer to ensure accurate, organized books year-round.
  • Transparent Pricing - No surprise fees - you’ll always know the rate and deliverables up front.

How to Get Started / Schedule a Session

  1. Book your initial consultation (no obligation) - Use the scheduling link below to pick a 30-minute “intro & discovery” session. In this call we’ll discuss your business, current bookkeeping/QuickBooks situation, goals, pain-points, and whether we’re a good fit.
  2. Proposal & engagement - After the discovery call, I’ll send you a tailored engagement letter outlining the scope, timeline, deliverables and rate.
  3. Onboarding - We’ll gather access to your QuickBooks file, bank/credit card feeds, vendor lists, open invoices/bills; set up your chart of accounts (or refine it); and begin the process.
  4. Execution & review - Depending on the package we agree, I’ll perform the bookkeeping tasks and/or QuickBooks consulting, deliver monthly (or periodic) reports, and schedule check-in meetings.
  5. Ongoing support - You’ll have access (via email/phone) to ask questions about your books or QuickBooks. We’ll revisit the engagement periodically to adjust scope as the business evolves.