01
Bank balances do not match
QuickBooks says one thing; your bank statement says another.
What to checkBank reconciliationMismatch
QuickBooks Online cleanup · Texas CPA
Messy books? Get a clear plan to fix them.
Work with Jon Ball, CPA, to find the errors, reconcile your accounts, and get financial reports you can trust again.
- ✓ Know what is wrong before committing to cleanup
- ✓ Get a defined scope and flat project fee
- ✓ Understand your corrected financial statements
Free introductory Zoom call. No obligation.
Start here · No obligation
Request your free Financial Health Scan
Tell Jon what is happening with your QuickBooks file. He’ll follow up to arrange a 30-minute call.
Meet the person doing the work
Jon Ball, CPA
Jon brings more than 40 years of combined experience in accounting, tax preparation, and consulting. He focuses on careful QuickBooks Online cleanup and on explaining the numbers in plain English.
Certified Public Accountant · TexasQuickBooks ProAdvisor
“I start by understanding where the books went off track. Then I explain what needs to be fixed, what it will cost, and what the corrected numbers mean for your business.”
The warning signs
Does this sound familiar?
When the numbers are hard to trust, even routine decisions start to feel like guesswork.
02
Months have not been reconciled
Transactions have piled up without a clear starting point.
What to checkOpen accounting periods
03
Transactions are uncategorized
Expenses sit in “Ask My Accountant” or the wrong accounts.
What to checkHolding accountsUnassigned
04
Reports do not make sense
Your Profit & Loss does not reflect what you think you earned.
What to checkProfit & Loss accuracy
05
Taxes are approaching
Your preparer needs the books fixed before filing can move forward.
What to checkTax-ready records
06
You need financing
You need dependable statements for a lender or a business decision.
What to checkLender-ready statements
Start with clarity
Recognizing even one of these? You’re not alone.
A free Financial Health Scan is the first step toward understanding what your books need.
A straightforward process
From “something is off” to books you understand.
Each step has a clear purpose, so you know what you are agreeing to before cleanup begins.
Financial Health Scan
Meet on Zoom, explain what is not adding up, and discuss whether a deeper review makes sense.
Diagnostic Review
Jon examines your QuickBooks file, identifies issues, and provides a written scope and precise cleanup quote.
Cleanup & walkthrough
After you approve the scope and flat project fee, Jon corrects records, reconciles accounts, and walks you through the resulting statements.
The free call is an introduction. A paid Diagnostic Review is required to determine the exact cleanup work and price.
Clear scope, clear price
Know the cost before cleanup begins.
The scope depends on how many periods need work and what the review uncovers. Cleanup is quoted as a flat project fee after the paid Diagnostic Review. You can review the plan before deciding to proceed.
What your quote will cover
- The periods and accounts that need attention
- The corrections and reconciliations to complete
- Expected timing and a flat project fee
- A walkthrough of the corrected statements
Common questions
What to expect
How long does a cleanup take?
A straightforward cleanup may take 2–4 weeks. Moderate projects often take 4–8 weeks, while complex work can take 8–12 weeks or longer. The Diagnostic Review gives you a more useful timeline for your file.
Can you fix several years of books?
Yes. Jon works through multi-year cleanup in sequence so the financial history holds together going forward.
Do you work remotely?
Yes. The initial Financial Health Scan is a Zoom call, and Jon works virtually with clients across the country.
Is the Financial Health Scan really free?
Yes. It is a complimentary 30-minute introductory call. The deeper Diagnostic Review is a separate paid service with a flat fee.
Ready to know where your books stand?
Start with a free 30-minute Financial Health Scan with Jon Ball, CPA.