QBO Cleanup & Pre-Tax Advisory
Clean books today can lead to significant savings tomorrow.
Prepare for tax season with confidence.
We identify and correct bookkeeping issues, helping prepare your financials for CPA Review and Compilation engagements.
Your QuickBooks Online file is the foundation of every financial decision you make. A QBO Diagnostics review identifies errors, gaps, and inefficiencies
that may be costing you time and money. After a thorough cleanup, your books become a reliable source of financial insight, allowing us to
provide strategic pre-tax advisory that helps minimize tax liability, improve cash flow, and ensure you're fully prepared before tax season arrives.
QBO Cleanup & Pre-Tax Advisory
For books that need to be corrected or reviewed before tax season — separate from ongoing monthly bookkeeping.
QBO Diagnostic
Best for: Business owners who are unsure whether their QuickBooks is accurate, reconciled, or ready for tax preparation.
CPA Findings Review: Review of findings, problem areas, and recommended next steps.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- * Credit towards Cleanup or Advisory
QBO Cleanup & Tax Ready
Best for: Businesses with bookkeeping errors, unreconciled accounts, or classification problems that need to be corrected before tax preparation or year-end.
CPA Completion Review: Review of corrections completed, remaining issues, and tax-readiness.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
CPA Cleanup & Advisory
Complex engagements individually quoted.
Best for: Businesses with complex or messy books where accounting, tax, payroll, shareholder, or prior-year issues require CPA-level analysis.
CPA Advisory Review: Review of findings, tax-sensitive issues, risks, and recommended actions going forward.
- QBO diagnostic review
- Bank / credit-card reconciliation review
- Balance-sheet integrity review
- P&L classification review
- Written findings / cleanup scope
- Transaction corrections
- Reconciliations / discrepancy correction
- Chart of accounts cleanup
- A/R & A/P cleanup
- Fixed-asset / account classification
- Equity / shareholder account cleanup
- Adjusting journal entries
- Tax mapping / tax-ready trial balance
- CPA review of tax-sensitive accounts
- Shareholder distributions / loans review
- S-Corp compensation / payroll review
- Shareholder health insurance review
- 1099 / contractor exposure review
- Meals / auto / home-office issues
- Year-end / pre-tax recommendations
Financial statement preparation, compilations, reviews, and tax return preparation are separately scoped and quoted
— not included in these packages. This service does not constitute an audit, review, compilation, or assurance engagement.
Automation Can Multiply Errors, Too
Bank feeds, rules, recurring transactions, and integrations can make QuickBooks extremely efficient. But automation repeats the instructions it is given. If an account mapping, rule, opening balance, loan treatment, payroll entry, or owner transaction is wrong, the error can repeat quietly across months or even years.
- Bank rules: one incorrect classification can be applied repeatedly to similar transactions.
- Loans: principal and interest can be posted incorrectly, distorting both the balance sheet and expenses.
- Owner activity: distributions, contributions, reimbursements, and shareholder loans require appropriate treatment.
- Tax readiness: a reconciled bank account alone does not mean the balance sheet and tax-sensitive accounts are correct.
"KDW Tax & Accounting didn't just prepare our taxes — they dug into our QuickBooks, identified and corrected problems from prior years, and got our accounting and tax records back on solid ground."
— Chuck P., Old Dominion Restorations LLC
Ready to Simplify Your Bookkeeping?
Schedule a free consultation and let's talk about what your business needs.
Schedule a Free Consultation