You will get Books reconciled + cleaned + management ready reports.
Project details
I help real estate investors get QuickBooks Online clean and management-ready through a reconciliation-first cleanup. You’ll get reconciled bank/credit card accounts, consistent categorization, corrected transfers, and clear financial reports you can trust.
Choose the tier that matches how far behind you are:
• Cleanup Mini: 1–2 months catch-up
• Cleanup Standard: 3–6 months catch-up
• Cleanup Full Year: 7–12 months catch-up
How it works:
1. Intake + access: confirm the months, accounts, and statement availability.
2. Quick review: I may send a short Questions/Needs-Input list BEFORE starting reconciliations (opening balances, transfers, missing statements, unclear items). This avoids guessing and keeps the cleanup accurate.
3. Month-by-month reconcile + cleanup: match activity to statements, fix duplicates/transfers, and standardize categories.
4. Delivery: P&L + Balance Sheet for the period, reconciliation reports, and a clean handoff summary.
Scope note: Each tier assumes typical transaction volume and 1 bank + 1 credit card account. Additional months/accounts or high volume can be added via add-ons or handled with a custom offer after review.
Choose the tier that matches how far behind you are:
• Cleanup Mini: 1–2 months catch-up
• Cleanup Standard: 3–6 months catch-up
• Cleanup Full Year: 7–12 months catch-up
How it works:
1. Intake + access: confirm the months, accounts, and statement availability.
2. Quick review: I may send a short Questions/Needs-Input list BEFORE starting reconciliations (opening balances, transfers, missing statements, unclear items). This avoids guessing and keeps the cleanup accurate.
3. Month-by-month reconcile + cleanup: match activity to statements, fix duplicates/transfers, and standardize categories.
4. Delivery: P&L + Balance Sheet for the period, reconciliation reports, and a clean handoff summary.
Scope note: Each tier assumes typical transaction volume and 1 bank + 1 credit card account. Additional months/accounts or high volume can be added via add-ons or handled with a custom offer after review.
Data Entry Type
Data CleansingWhat's included
| Service Tiers |
Starter
$549.99
|
Standard
$1,249.99
|
Advanced
$2,649.99
|
|---|---|---|---|
| Delivery Time | 10 days | 21 days | 30 days |
Number of Revisions | 1 | 2 | 2 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Add 1 Bank/CC Account
(+ 3 Days)
+$250
High Transaction Volume
(+ 7 Days)
+$600
Add Rental Property Tracking
(+ 7 Days)
+$400Frequently asked questions
About Roland
Real Estate Bookkeeper | QBO Monthly Close + Cleanup (Reconciliations)
Simpsonville, United States - 10:30 pm local time
Credential: California-licensed CPA (active). Currently not licensed in South Carolina.
Services:
Bank & credit card reconciliations
Month-end close support
Cleanup / catch-up bookkeeping (1–12 months)
Services offered are non-attest (no audit/review/compilation opinions).
Steps for completing your project
After purchasing the project, send requirements so Roland can start the project.
Delivery time starts when Roland receives requirements from you.
Roland works on your project following the steps below.
Revisions may occur after the delivery date.
Intake + access
Get QBO access, confirm months/accounts/volume, collect statements.
Triage + setup (opening balances / feeds / rules)
Confirm the starting point (opening balance issues, missing months, disconnected feeds), and set the approach.