QuickBooks Online Cleanup and Reconciliation, Jan–Oct 2026 (Boutique Medical Clinic)

November 12, 2026

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We’re a boutique medical clinic (single physician / owner) - 1 employee in Redondo Beach with one owner, who is also the only physician. We’re cash-pay only, with no insurance billing. Our QuickBooks Online books are behind for 2026, and we need a certified QuickBooks ProAdvisor to categorize and reconcile January 1 – October 31, 2026. November and December can be added later.

Accounts (4 total, all linked to QBO bank feeds):

1 business checking

1 business savings

2 business credit cards

There are about 1,400 transactions in the For Review queue across all accounts.

Payment processors:

First Data, our main card processor all year

Stripe, newly added and also used for payments through our EMR, with only a few transactions so far

Scope:

Categorize all transactions on the 4 accounts, Jan–Oct 2026

Reconcile each account to its monthly statements

Record First Data and Stripe deposits correctly: gross sales with processing fees booked separately

Match transfers between checking and savings, and credit card payments, so nothing is double-counted

Some personal charges are mixed in on the cards and should be reclassified as owner draws. Flag anything unclear for our review.

Set up bank rules so future months categorize automatically

Deliver a reconciled P&L and balance sheet as of Oct 31

Requirements:

QuickBooks ProAdvisor certification (please share your profile link)

Healthcare or med-spa experience preferred

Will sign a confidentiality agreement, since some payment descriptors may contain patient names

Fixed-price bid, with completion before December 15

Milestones:

Jan–May reconciled

Jun–Oct reconciled, with the P&L and balance sheet delivered

To apply, answer these:

How many medical or med-spa cleanups have you done in the past year?

How would you record First Data batch deposits that arrive net of fees?

What do you need from us to start, and how do you handle unclear transactions?

What’s your fixed price and timeline for 4 accounts and about 1,400 transactions over 10 months?

Do you offer ongoing monthly bookkeeping after the cleanup, and at what rate?

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