Stop guessing on cleanup quotes.
Connect a client's QuickBooks file. Get an instant scope with estimated hours, a suggested price range, and a detailed health report. In minutes, not hours.
Scope
Messiness Score
7.2/10
Est. Hours
18–24
Suggested Price
$3,600–$4,800
Issues Found
Unreconciled months14
Uncategorized transactions287
Duplicate entries23
Chart of accounts bloatHigh
Every bookkeeper has been here.
The spiral
You get a new cleanup lead. You poke around their QBO file for 45 minutes and still aren't sure what to charge. So you underprice it. Or you walk away.
The surprise
You quote 10 hours. It takes 30. The client says they "reconcile monthly." They haven't touched it in two years. You eat the difference.
The guesswork
There's no standard way to scope a cleanup. You eyeball bank feeds, check reconciliation status, scroll through the chart of accounts. A different mental picture every time.
From “I have no idea” to a confident quote in 3 steps.
1
Connect
Client grants read-only access to their QBO file via OAuth. No exports, no screenshots, no back-and-forth.
2
Analyze
We scan reconciliation gaps, uncategorized transactions, duplicate entries, chart of accounts bloat, and 15+ other signals automatically.
3
Scope
You get a Messiness Score, an estimated hour range, and a suggested price. Plus a client-ready health report you can attach to your proposal.
Know what you're walking into.
Join the waitlist and be first to scope cleanups with confidence.