Don’t Wait Until the Tax Extension Deadline to Clean Up Your QuickBooks

If you filed a tax extension this year because your books were not ready, now is a good time to get your QuickBooks cleaned up.

Waiting until the last minute can create unnecessary stress for you, your bookkeeper, and your CPA. Your accountant needs accurate financial reports before they can properly prepare your tax return, and messy QuickBooks records can take time to sort out.

What Does a QuickBooks Cleanup Include?

Every cleanup is different, but we commonly help business owners with issues such as:

• Bank and credit card accounts that have not been reconciled

• Duplicate or missing transactions

• Transactions recorded to the wrong accounts

• Incorrect loan balances

• Old accounts that need to be reviewed

• Accounts receivable or accounts payable that do not look right

• Balance Sheet accounts that need cleanup

• Prior bookkeeping that was incomplete or inaccurate

Our goal is simple: get your QuickBooks caught up, reconciled, and ready for your CPA.

How Long Does a QuickBooks Cleanup Take?

Most of our cleanup projects take approximately 2–6 weeks, depending on the amount of work required.

The timeline also depends heavily on how quickly we receive the information we need from you, such as bank statements, loan documents, transaction details, and answers to bookkeeping questions.

If your records are relatively organized and you respond quickly, the cleanup may move much faster. If several months or years of bookkeeping need to be corrected, it may take longer.

Don’t Wait Until the Deadline

If your CPA is waiting on your QuickBooks before they can finish your tax return, starting the cleanup now gives everyone more time to get the job done correctly.

As the tax extension deadline gets closer, bookkeeping and accounting professionals also become much busier. Starting early can help you avoid the last-minute rush.

At Full Moon Bookkeeping, we specialize in helping business owners untangle messy QuickBooks files, catch up on overdue bookkeeping, and provide accurate financial reports to their CPA.

Need your QuickBooks cleaned up before your tax filing deadline?

Contact Full Moon Bookkeeping today to discuss your books and find out what it will take to get everything caught up.

Clean books. Less stress. Better information for your business.