Cleanup & Setup

QuickBooks Cleanup
for Contractors

Your QuickBooks is supposed to tell you how your business is doing. If it's not — if you're making decisions based on bad data or no data — it's time for a cleanup.

Signs Your QuickBooks Needs a Cleanup

Your P&L doesn't match reality — you made money but the report says otherwise

Uncategorized transactions piling up month after month

You can't tell which jobs are profitable and which are losing money

Your CPA asks for the same information every year because your books are a mess

Bank reconciliations haven't been done in months (or ever)

You have duplicate entries, personal expenses mixed in, or accounts you don't understand

Your chart of accounts wasn't set up for construction — it's generic retail/service

You're behind on sales tax, payroll tax, or 1099 reporting

Our QuickBooks Cleanup Process

Assessment & Diagnosis

We review your current QuickBooks file, identify issues (miscategorized transactions, missing reconciliations, broken job costing), and create a cleanup plan with a fixed timeline and cost.

Chart of Accounts Restructure

We rebuild your chart of accounts for construction. Proper income categories by trade/project type, cost of goods sold broken into labor/materials/subs/equipment, and overhead accounts that give you meaningful reports.

Transaction Cleanup & Reconciliation

We categorize uncategorized transactions, fix misclassifications, complete bank reconciliations, and ensure every dollar is in the right place. Personal expenses get separated. Duplicates get removed.

Job Costing Setup

We configure QuickBooks for proper job costing — projects/customers mapped to jobs, cost codes aligned with your estimating categories, and classes set up for meaningful reporting by division or trade.

Training & Handoff

We train your team on the new structure — how to code transactions correctly, how to run the reports that matter, and what to look for each week. Or we transition into ongoing controller-level oversight.

QuickBooks