Services
QuickBooks setup, cleanup and support
Make your accounting file easier to use and your reports easier to trust.
QuickBooks cleanup or ongoing bookkeeping?
A cleanup project addresses a defined problem or period: missing opening balances, duplicate transactions, unreconciled accounts or inconsistent categories. Ongoing bookkeeping keeps the agreed process moving after that starting point is reliable.
Before requesting a quote, identify your QuickBooks product, number of accounts, last reconciled month and any tax returns already filed for the affected period. A bank feed alone is not a completed set of books. Compare the project fees below with ongoing bookkeeping scope and fees.
Read how to start from bank records and when your bookkeeping system needs a change. Share access and financial documents only through the process agreed with KDM.
Choose the help you need
We scope the work around your current file and workflow.
- Setup: chart of accounts, opening balances and bank connections.
- Cleanup: reconcile accounts, resolve duplicates and correct classifications.
- Training: practice the tasks you perform in your own file.
- Ongoing review: check reconciliations and month-end reporting.
Before a migration or cleanup
Keep a backup and identify the periods already filed for tax. Agree on what history will transfer, what needs correction and how opening balances will be checked. Avoid changing closed periods without coordinating the tax impact.
Choosing a version
Compare users, reporting, inventory, integrations, remote access and total cost. Availability and support differ by QuickBooks product and subscription. We assess the current options rather than assuming one edition suits every business.
A useful handoff
The goal is a reconciled file, documented recurring tasks and a clear division of responsibilities. Software subscriptions and extensive reconstruction are separately scoped.
Published fees
| Item | Complexity | Typical flat fee |
|---|---|---|
| Setup — new business | Fresh file, chart of accounts, bank feeds, training | $650–$1,200 |
| Migration — switching from another system | Historical data import + reconciliation | $1,200–$3,500 |
| Cleanup — fix an existing mess | Scoped after a 30-min assessment call | $1,500–$6,000 |
| One-on-one training | Per session, remote or in-person | $250–$400/session |
| Monthly tune-up | Ongoing — review + reconcile + month-end financials | $300–$700/mo |
| QuickBooks subscription | QuickBooks Online or QuickBooks Desktop Enterprise, via ProAdvisor discount | See current pricing |
Final scope and fee are confirmed in writing. Additional work is quoted separately.