QUICKBOOKS CLEANUP & BOOKKEEPING · FLORIDA & CAYMAN ISLANDS
Behind on Your Books?
Tax Season Doesn’t Wait.
A QuickBooks cleanup gets months or years of backlog accurate, current, and tax-ready. Fixed scope, a clear price agreed before any work starts, and no judgment about how your books got that way.
What I can help with
01
QuickBooks Cleanup and Catch-Up
Cleanup and catch-up are the same service under two names: getting books that are behind, incomplete, or inaccurate back on track. Transactions categorized correctly, accounts reconciled, balances corrected, however many months or years it covers. You end up with figures you can rely on and hand to whoever prepares your return without apology.
03
Accounts Receivable and Payable
Invoices tracked, bills recorded, and aging reports provided so you can clearly see who owes you and what is due. Late payments stop being a surprise.
05
Tax Preparation and Filing
Business and individual returns prepared from books that are already reconciled, so there is no scramble for paperwork and no long intake questionnaire. Available on its own, or at a lower bundled cost alongside a cleanup.
02
Monthly Bookkeeping
Bank feeds downloaded and categorized, bank, credit card, and loan accounts reconciled, and your profit and loss, balance sheet, and cash flow emailed to you every month. You always know where the business stands without chasing anyone.
04
Payroll Entries and Reporting
Payroll recorded accurately in QuickBooks, whether entered manually or fed in directly, so your labor costs are right in every report.
What it gives you
Your numbers, current
QuickBooks Online gives you immediate
access to your financial position from any
phone or laptop, wherever you are, no
outdated figures from last quarter and no
guessing.
Clear Reconciliations
Reconcile cash, card swipes, and third-party delivery payouts directly with your POS system—without missing deposits, sync errors, or unrecorded store credit.
You get a clear, accurate view of daily revenue across every location and channel.
Your evenings back
Accurate, up-to-date books stop taking
over your weekends. Getting your time
back is usually the exact reason business
owners reach out in the first place.
Who you're working with
I am Karen Ebanks Klemann, a certified Advanced QuickBooks Online ProAdvisor with thirty years of hands-on financial accounting expertise. Whether managing complex multi-currency ledgers across borders or catching up years of backlog, I ensure every entry balances perfectly.
That is what you get with a cleanup. Someone who has closed the books for a business with 75 staff and more than 700 clients knows where errors hide and what a set of accounts looks like when they are right.
What clients say
“
For nearly a decade, Karen
served as my dedicated
Bookkeeper and Accountant.
During the peak period, when our staff numbered 75 and our client base exceeded
700, she successfully
handled the entire
department on her own. Her
remarkable attention to detail
and an exceptional memory
became indispensable assets
of our company. She never
avoided addressing problems
and was determined to
ensure that every entry
balanced, going above and
beyond to satisfy even the
most demanding Directors.
Carol H
DIRECTOR
“
Karen is a delightful individual
to work with, bringing
immense pleasure to
collaboration and creativity.
Her organizational skills and
methodical approach further
enhance the experience.
Nikki
ASST. ACCOUNTS MANAGER
“
Collaborating with Karen is an
absolute pleasure due to her
patient, amiable, and
thoughtful nature. An
absolute pleasure!!
Darla C
FINANCIAL CONTROLLER
Simple pricing that fits your size
Every business is priced on volume: how many transactions run through the accounts and how much support you want around them.
Packages are built around what your business needs rather than a fixed tier you have to grow into, so the figures below are starting points.
Solopreneur
FROM
$250
/ quarter
Sole traders and single-owner
businesses, roughly 15 to 45 transactions
a quarter
✓
Quarterly reconciliation of your accounts
✓
Profit and loss, balance sheet, and cash flow
✓
Records kept ready for an annual filing
Quarterly rather than monthly, because at this
volume monthly is more bookkeeping than the
business needs.
Small business
FROM
$400
/ month
Growing businesses with regular monthly
volume, typically three accounts
✓
Bank feeds downloaded and
categorized
✓
Bank, credit card, and loan reconciliations
✓
Monthly statements emailed to you
✓
Receivable and payable support on
request
✓
Bill entry and bill management support
upon request
Monthly rather than quarterly, because at this
volume the accounts need reconciling as they run.
Cleanup or catch-up
FROM
$3,000
one-time
Books months or years behind, brought
current before any ongoing work starts
✓
Full rebuild of the affected period
✓
Transactions recategorized, accounts
reconciled
✓
Fixed price agreed before any work begins
✓
Multi-currency and multi-account
reconciliations where applicable
Most land between $3,000 and $6,000, depending
on how far behind the books are and the transaction
volume.
Common questions
It depends on how far behind the books are and how many transactions are involved. Cleanups are quoted as a one-time fixed price agreed before any work begins, so there is no open-ended hourly bill. The free consultation is where that gets scoped.
No. Catch-up work of several years is normal and it is a large part of what I do. The longer it is left, the more it costs to fix, which is the main reason to start sooner.
Bank feeds downloaded and categorized, your bank, credit card, and loan accounts reconciled, and a profit and loss, balance sheet, and cash flow emailed to you each month. Accounts receivable and payable, aging and comparison reports, and payroll entries are available on top of that, priced with the package.
Yes. All work is done remotely, so location is not a constraint. Clients include businesses in Florida, elsewhere in the US, and in the Cayman Islands.
QuickBooks Online. I am a certified Advanced ProAdvisor, and working in one system properly is how the work stays accurate and fast.
Access to your QuickBooks Online account and your bank statements and/or feeds, plus a short conversation about how your business runs. Nothing needs to be tidy before we start.