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Books Cleanup & QuickBooks Online Reconciliation

Let's get your books caught up, so you can focus on the mission

Behind on reconciliations? Not sure the numbers are right? You're not alone, and there's no judgment here. Tell us where things stand, take a two-minute self-assessment, and pick a time for a free discovery call.

"But all things should be done decently and in order." — 1 Corinthians 14:40

  1. 1Tell us about your books
  2. 2Take the self-assessment
  3. 3Choose a call time
Prefer paper? Download a printable copy of this form:
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Fields marked with an asterisk are required.

You & your organization

Who we'll be talking with, and the ministry you serve.

Your books today

Rough answers are perfectly fine. We'll fill in the details together on the call.

Funds & known problems

Designated gifts and messy spots are where cleanup takes the most care, so anything you share here helps.

Known problems (check any that apply)
Deadlines & goals

What's coming up, and what “done well” looks like for you after the cleanup.

Upcoming deadlines (check any that apply)
Goals after cleanup (check any that apply)
Cleanup self-assessment

Twelve quick questions. Your result updates as you go and is included with your request, so the call can start right where you are.

Your result

Answer the questions above to see your result

0 of 12 answered.

Schedule your discovery call

A relaxed 30-minute conversation to listen, understand your situation, and talk through next steps. Times are Eastern.

Best days (choose at least one)
Best times (choose at least one)

Want a copy for your records, or rather fill it out on paper?

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Your information is kept confidential and used only to prepare for your call. We never sell or share it. Please don't include bank account numbers or passwords.

Thank you

We received your request

Thank you for trusting us with a look at your books. Joseph will review your answers and reach out within two business days to confirm a call time.

"Commit your work to the Lord, and your plans will be established." — Proverbs 16:3

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