Behind on the books? Start without judgment. Plutus organizes overdue QuickBooks records, reconciles each period, and gives you a clear path back to reliable financial reports.
Every cleanup starts with the records you actually have—without blame or embarrassment. We identify what is missing, determine which periods need work, and build a clear project scope before corrections begin.
We review the chart of accounts, bank feeds, prior reconciliations, opening balances, and financial statements to identify incomplete periods and obvious inconsistencies.
Bank, credit-card, loan, and other balance-sheet accounts are reconciled period by period to available statements so the ending balances agree to supporting records.
Duplicate entries, uncategorized activity, misclassifications, and outdated accounts are addressed carefully. Questions are documented rather than resolved through assumptions.
Cleanup work is quoted as a project because the effort depends on the number of months outstanding, account count, transaction volume, available statements, and the condition of the QuickBooks file. You receive the scope and fee before work begins.
At completion, you receive reconciled records and updated financial statements. You can take the file back to your tax professional or continue with monthly or quarterly bookkeeping to keep it current.
The project is organized into defined stages so you know what is being reviewed and what information is still needed.
We identify the periods, accounts, statements, and bookkeeping issues that must be addressed and provide a project quote.
Transactions and balances are reviewed period by period. Missing information and unusual items are sent to you as focused questions.
We complete the agreed periods, provide updated reports, and explain any remaining items your tax professional should review.
Transactions have imported but were never reviewed, accounts were not reconciled, or financial statements have not been produced for several periods.
Bank balances disagree with statements, loans or credit cards show incorrect amounts, or the balance sheet contains old and unexplained accounts.
Your independent tax professional needs dependable reports, but the QuickBooks file contains missing activity, duplicate entries, or uncategorized transactions.
There is no responsible flat price for every cleanup because the work can range from a few unreconciled months to several years of incomplete records. The initial review is used to define the periods, accounts, available support, and expected deliverables.
The practical limit depends on the records available. Statements and supporting documents are needed to reconcile historical periods accurately.
No. Plutus is a bookkeeping-only firm and does not prepare or amend tax returns or provide tax advice. We provide organized records and reports for you to share with your independent tax professional.
Yes. Once the agreed cleanup periods are complete, monthly or quarterly service can begin from a clean and reconciled starting point.
Cleanup projects are overseen directly through Plutus, with attention to reconciliations, balance-sheet support, unusual transactions, and the records your independent tax professional may need.
Full founder credentials are available on the About page. Plutus provides bookkeeping services only; tax-return preparation and tax advice are not offered.