You will get Quickbooks clean-up and organization, catch-up and reconciliations
Project details
I specialize in cleaning up messy QuickBooks files and reconciling accounts so your books are organized and your financial reports make sense again. With over 20 years of bookkeeping experience and QuickBooks ProAdvisor certification, I bring practical, real-world bookkeeping expertise to every cleanup project.
This project includes structured cleanup packages based on transaction volume, making pricing predictable and transparent.
Cleanup services may include:
• Correcting uncategorized or incorrectly categorized transactions
• Identifying and resolving duplicate entries
• Reconciling bank and credit card accounts
• Reviewing account balances for accuracy
• Producing updated financial reports after cleanup
If you're unsure which cleanup package is right for your situation, feel free to reach out and I can take a quick look at your QuickBooks file and help determine the best option.
This project includes structured cleanup packages based on transaction volume, making pricing predictable and transparent.
Cleanup services may include:
• Correcting uncategorized or incorrectly categorized transactions
• Identifying and resolving duplicate entries
• Reconciling bank and credit card accounts
• Reviewing account balances for accuracy
• Producing updated financial reports after cleanup
If you're unsure which cleanup package is right for your situation, feel free to reach out and I can take a quick look at your QuickBooks file and help determine the best option.
Industry
Arts, Business, Consumer Goods, Ecommerce, Environmental, Financial Services/Banking, Government & Public Sector, Health & Wellness, Insurance, Kids & Family, Legal, Logistics & Supply Chain Management, Manufacturing, Real Estate, Retail & Wholesale, Society & Culture, Transportation & AutomotivePlatform
OtherLanguage
EnglishWhat's included
| Service Tiers |
Starter
$350
|
Standard
$700
|
Advanced
$1,300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Inventory Management | - | - | - |
Order Management | - | - | - |
Customer Assistance | - | - | - |
Payment Processing | - | - | - |
Product Offers & Promotions | - | - | - |
Reporting |
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JF
Joel F.
May 11, 2026
Bookkeeping and Administrative Support Needed
GG
Gian Luca G.
May 5, 2025
Buildertrend/Quickbooks online bookkeeper for small business
Lauren is very meticulous in her job, personable and definitively a reliable bookkeeper!
ML
Michael L.
Mar 14, 2022
Quickbooks/Administrative Assistant Needed
Lauren was thorough and a great communicator. I definitely recommend her for quickbooks work.
About Lauren
Certified QBO ProAdvisor - Expert Bookkeeper for Construction & Trades
100%
Job Success
Bostic, United States - 4:52 am local time
I have over 20 years of bookkeeping experience, with a strong focus on construction and trades. I’m a Certified QuickBooks ProAdvisor and an Intuit Certified Bookkeeper, and I’ve spent years helping contractors get their books caught up, cleaned up, and maintained in a way that actually supports how they work.
A lot of the businesses I take on don’t realize what’s missing until we start looking closer. Accounts haven’t been reconciled regularly, invoices get buried in email, subcontractor paperwork isn’t tracked, and payroll and payroll tax requirements aren’t being handled consistently. I’ve rebuilt entire years of records so clients could file correctly and move forward without ongoing stress.
My role is to put simple, repeatable processes around the financial side of the business so things don’t fall through the cracks again. That includes keeping books accurate and up to date, assigning costs to the correct jobs, organizing documents, and making sure payroll and tax obligations are handled properly and on time.
I also work across the software tools contractors commonly use and help make sure they’re set up in a way that actually works together:
QuickBooks Online for core accounting and reporting
Buildertrend, Contractor Foreman, Structur, Jobber and similar platforms for job and project tracking
Payroll systems such as Gusto and ADP
Spreadsheets for job costing, tracking, and custom workflows when software alone isn’t enough
When the foundation is set up correctly, you get clear financial statements you can use — for loans, equipment purchases, planning future projects, and understanding how your business is actually performing. Job costs make sense, overhead is visible, and past projects can be used to estimate future work more accurately.
Part of what I do is also education. Not in a technical or overwhelming way, but in helping you understand what should be happening behind the scenes, so you know what to expect, even if you’re not the one doing the work.
If your books are behind, disorganized, or causing ongoing stress, I can help get things back under control and keep them that way.
I look forward to connecting and supporting your business needs!
Steps for completing your project
After purchasing the project, send requirements so Lauren can start the project.
Delivery time starts when Lauren receives requirements from you.
Lauren works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Review of Your Current File
I begin by reviewing your existing QuickBooks file to understand the current setup, identify problem areas, and determine the scope of cleanup needed.
Save Key Financial Reports Before Changes
Before making any corrections, I save and review the current financial reports from your file. This helps preserve a snapshot of the books as they currently stand and provides a reference point during the cleanup process.