Construction QuickBooks Cleanup
for Companies That Have Outgrown Their Books
If your bank accounts have not been reconciled, job costs do not tie out, credit cards are a mess, or nobody trusts the financials anymore, I rebuild the accounting foundation so you can get back to reliable numbers.
Signs Your QuickBooks Needs a Cleanup
Financial Cleanup & Controller Implementation
Assessment & Diagnosis
I review your current QuickBooks file, identify issues (miscategorized transactions, missing reconciliations, broken job costing), and create a cleanup plan with a fixed timeline and cost.
Chart of Accounts Restructure
I rebuild your chart of accounts for construction. Proper income categories by trade/project type, cost of goods sold broken into labor/materials/subs/equipment, and overhead accounts that give you meaningful reports.
Transaction Cleanup & Reconciliation
I categorize uncategorized transactions, fix misclassifications, complete bank reconciliations, and ensure every dollar is in the right place. Personal expenses get separated. Duplicates get removed.
Job Costing Setup
I configure QuickBooks for proper job costing (projects/customers mapped to jobs, cost codes aligned with your estimating categories, and classes set up for meaningful reporting by division or trade).
Reporting Handoff & Controller Roadmap
I document the corrected structure, train the team on the workflows that keep it clean, deliver the closing financial package, and identify the reporting and controller support needed going forward.
What a Construction QuickBooks Cleanup Delivers
I work with QuickBooks Online and Desktop files. The cleanup scope follows the records available, the period agreed and the condition of the file. A secure backup comes before changes.
Records tied to reality
Reconciled bank and credit-card accounts, reviewed receivables and payables, and a balance sheet checked against supporting records. Unresolved items stay visible rather than being plugged to force agreement.
Job reporting you can use
Reviewed job coding, a construction-appropriate chart of accounts and a clear list of the workflows needed to maintain the corrected file. Cleanup establishes the baseline for job profitability and cash planning.
What I need to begin
Secure file access, bank and card statements, loan and payroll records, prior financial statements and tax returns when relevant, plus a list of open jobs and known problem balances. I agree the period and fee before starting.
Clear engagement boundaries
Tax amendments, forensic investigations, legal disputes and an audit or assurance opinion are separate from a bookkeeping cleanup. Historical reconstruction may need additional records and time. Ongoing controller support is scoped separately.
After cleanup, connect the corrected file to job costing, WIP preparation and cash forecasting.
Cleanup Fixes the Past. Controller Support Protects the Future.
A corrected QuickBooks file is the foundation, not the finish line. Once the balances and job structure are dependable, the next step is a repeatable close, useful job-margin reporting, cash planning, WIP visibility and clear ownership of financial follow-up.
Some cleanup engagements end with a documented handoff. Others transition into ongoing fractional controller support so the accounting stays reliable as the company grows.