Skip to content
Financial Cleanup & Setup

QuickBooks Cleanup for Contractors

Your lender needs financials. Your QuickBooks isn't ready.

When a bank, surety or CPA asks for current financials, a file that is months behind becomes a deadline problem. We clean up the history and prepare the reports they asked for.

If your QuickBooks file is months behind, full of uncategorized transactions, or produces job reports nobody trusts, a cleanup corrects the history. It should do more than force the bank balance to reconcile — it should leave a structure that supports job reporting, cash visibility, management decisions, and future monthly closes.

Scoped after the Diagnostic

Scoped after the Diagnostic. Established contractor cleanup engagements commonly start at $10,000 depending on transaction volume, backlog and complexity.

Sound familiar?

  • Undeposited funds that never cleared
  • Job costs coded to overhead or the wrong job
  • Prior years that were never reconciled
  • No WIP schedule when the lender asks for one

Diagnostic first, cleanup quoted separately

Standard Contractor Financial Diagnostic — $997

A findings report and action plan for your file. Cleanup work is not included.

See the Diagnostic
Cleanup engagement

Scoped after the Diagnostic. Established contractor cleanup engagements commonly start at $10,000 depending on transaction volume, backlog and complexity.

Contractor Plus Books is not a CPA firm and does not provide audit, attestation, legal, or tax opinions. Payroll-processing services are not directly provided. Financing-readiness support does not guarantee lender approval. Contractor Plus Books does not provide loans, act as a lender or broker, or guarantee financing approval.

Potential scope

Balance-sheet cleanup
Bank and credit-card reconciliation
Undeposited funds
Accounts receivable
Accounts payable
Loans and leases
Payroll liabilities
Suspense and clearing accounts
Chart-of-accounts redesign
Job and customer mapping
Opening balances
Historical corrections
Reporting structure
Closing checklist

Why cleanup pricing varies

Every cleanup is scoped after we understand the underlying data.

  • • Number of months
  • • Transaction volume
  • • Number of accounts
  • • Payroll complexity
  • • Payment platforms
  • • Job tracking
  • • Data quality
  • • Historical migrations
  • • Loans, leases, or financing
  • • Required deadlines
FAQ

QuickBooks cleanup questions

It corrects the historical record: unreconciled bank and card accounts, uncategorized or miscoded transactions, costs missing from jobs, stale undeposited funds, and balance-sheet accounts that no longer make sense. The exact scope depends on what we find in your file.

Your financial reports should answer questions.
Not create more of them.

Talk through your cash flow, job margins and reporting in a free 20-minute review. Agree the next step before any paid work — or model a contract's cash impact first with the free analyzer.

Not ready to talk? Take the 3-minute Financial Health Check.

Book a Free 20-Minute Financial Review