Quickbooks Clean-Up / Ready For Taxes

Is your financial data in need of a refresh? Are you gearing up for tax season and want your books to be in impeccable order? Look no further! At 406 Consulting, we specialize in QuickBooks account clean-up services, ensuring that your financial records are accurate, organized, and tax-ready.

QuickBooks Account Clean-Up:

Thorough Review:

Our experienced team will conduct a comprehensive review of your existing QuickBooks account to identify and rectify discrepancies, errors, and inconsistencies.


We’ll reconcile your accounts, ensuring that bank statements, credit card transactions, and other financial data match up accurately within QuickBooks.

Transaction Cleanup:

From duplicate entries to uncategorized transactions, we’ll clean up your data to present a clear and accurate financial picture.

Chart of Accounts Optimization:

If needed, we’ll optimize your chart of accounts to better align with your business needs, ensuring that your financial reporting is both meaningful and insightful.

Getting Your Books Ready for Taxes:

Tax-Ready Financials:

Our experts will prepare your financials to meet the requirements of tax authorities. This includes organizing income and expense categories, ensuring all deductions are captured, and generating relevant reports for tax filing.

Year-End Closing:

We’ll guide you through the year-end closing process to ensure your financial records are accurate and ready for tax preparation.

Quickbooks Clean-Up / Ready For Taxes



  • Review and clean-up of existing QuickBooks® data file, to include
  • Review of lists to identify duplicates and missing information
  • Chart of accounts
  • Customers
  • Vendors
  • Other names
  • Classes/Locations
  • Reconciliation of balance sheet accounts to source documents
  • Review of sales tax setup and liability balances
  • Review of payroll setup and liability balances
  • Review and correction of inventory balances
  • Reconciliation of loans and other liability accounts
  • Reconciliation of equity accounts to tax returns or prior year financial statements
  • Review and reconciliation of accounts receivable and accounts payable accounts
  • Review of bank feed setup and functionality, including
  • unaccepted transactions
  • existing bank rules
  • includes 7 hours of time, additional time billed at $100 per hour