QuickBooks Audit & Clean-Up in  (Surrey & Remote)

A structured review to bring your QuickBooks into good order

QuickBooks works best when it’s set up correctly and used consistently. Over time, changes in how a business operates, who enters data, or how systems are used can lead to confusion or untidy records.

Our QuickBooks audit and clean-up service provides a clear, structured review of your existing setup, helping bring everything into good order and ensuring your records support smooth reporting going forward.

How we help

At Books & Business, we take a methodical approach to reviewing and tidying QuickBooks.

Our support can include:

  • Reviewing your current QuickBooks setup and settings
  • Checking transaction categorisation and VAT coding
  • Reconciling bank and credit card feeds
  • Tidying duplicates, omissions, or inconsistencies
  • Highlighting improvements to help prevent future issues

The aim is clarity, structure, and confidence in how your bookkeeping system is working.


When a QuickBooks audit & clean-up is useful

This service is often helpful if:

  • QuickBooks was set up some time ago
  • multiple people have been entering data
  • reports don’t look as expected
  • you’re preparing for VAT, tax, or ongoing bookkeeping support

It can be a standalone review or part of a wider tidy-up or transition.


Why work with Books & Business

  • Over 25 years’ experience using QuickBooks with small businesses
  • QuickBooks Certified ProAdvisor, re-certified annually
  • Clear explanations in plain English
  • Calm, organised approach to reviewing systems
  • Local support across Surrey or fully remote across the UK


What happens next

Following a QuickBooks audit and clean-up, some clients choose to:

  • move onto ongoing bookkeeping support
  • arrange QuickBooks training
  • request occasional review support

We’ll talk through the options and agree what makes sense for your business.


Let’s talk it through

If you’d like to discuss whether a QuickBooks audit and clean-up would be helpful, we can talk it through on a discovery call.


Book your free 15-minute discovery call
No pressure. No jargon. Just a clear conversation.