QuickBooks Chart of Accounts Cleanup
Is Your QuickBooks Chart of Accounts a Mess?
Your Chart of Accounts is the foundation of your financial reporting.
If your QuickBooks file contains hundreds of unnecessary accounts, duplicate categories or accounts that don't accurately describe your business, your financial reports become harder to understand and harder to use.
Tullis Consulting helps businesses clean up and organize their QuickBooks Chart of Accounts.
Common Chart of Accounts Problems
Duplicate accounts
Too many expense categories
Inconsistent account naming
Old accounts that are no longer used
Expenses recorded in the wrong accounts
Income accounts that don't make sense
Poorly structured balance sheet accounts
Personal accounts mixed into the business file
Accounts created by multiple bookkeepers over time
What We Do
Review Your Existing Chart of Accounts
We examine how your accounts are currently structured and identify opportunities to simplify the file.
Identify Redundant Accounts
Multiple accounts may be serving the same purpose.
Improve Account Organization
We help organize accounts so your financial reports are easier to understand.
Correct Misclassified Transactions
Where appropriate, transactions can be moved to more appropriate accounts.
Preserve Historical Information
Cleanup should improve reporting without unnecessarily destroying useful historical information.
Why Your Chart of Accounts Matters
A properly designed Chart of Accounts helps you understand:
Where revenue comes from
Where money is being spent
Which expenses are increasing
Which costs are controllable
How profitable the business actually is
How Our QuickBooks Cleanup Service Works
Schedule your free consultation for a no obligation introductory call
We review and diagnose your books and prepare a proposal and quote for the project
You accept our proposal and sign up for services; we then provide you access to our tools and client portal
We begin work on your project correcting accounting errors, categorizing, reconciling, etc.
We verify our work and deliver you clean books
Why Choose Tullis Consulting & Financial Services?
Certified Expertise: Our team of QuickBooks Online Advanced Certified Pro Advisors have extensive experience specifically with small businesses.
Tailored Approach: We don’t offer cookie-cutter solutions—we analyze your unique financial situation and develop a personalized action plan.
Proven Results: Businesses we work with report increased clarity, reduced stress, and stronger financial decision-making capabilities.
Dedicated Support: Experience friendly, responsive support with easy access via phone, email, or video chat from our USA based team.
Attention to Detail: We meticulously go through every transaction to ensure everything is categorized correctly and your records are fully reconciled.
Pricing
Pricing varies by the size and scope of the workload. Budget for a minimum of $300 for each month requiring clean up.
Get Your QuickBooks Chart of Accounts Cleaned Up
A cleaner Chart of Accounts can make your financial reports significantly easier to understand.