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QuickBooks cleanup & catch-up
Bring overdue or unreliable books back to a clean, reconciled, tax-ready position—without losing the history behind the numbers.
Discuss this serviceQuickBooks specialists · 10+ years of experience
Your books should explain the business.
Not hide it.
Axis Consulting helps U.S. businesses clean up QuickBooks, reconcile every account, and turn monthly numbers into decisions you can trust.
Built around your stackQuickBooksXeroWaveExcel
★★★★★4.8 / 5from 222 public Fiverr reviews10+Years of accounting
and bookkeeping experience
and bookkeeping experience
4,000+Transactions handled
in complex cleanups
in complex cleanups
6Days a week
of dependable support
of dependable support
100%Remote, confidential
and documentation-led
and documentation-led
SERVICES
Clean books first.
Better decisions next.
Focused bookkeeping and reporting support for owners who need accuracy, clarity, and a reliable close—not more financial noise.
02
Bank & card reconciliation
Match every account to its statements, investigate old differences, and resolve duplicates, missing entries, and uncategorized activity.
Discuss this service03
Monthly bookkeeping
Stay current with consistent categorization, reconciliations, AP/AR review, and financial statements you can actually use.
Discuss this service04
Reporting & profitability
Turn clean data into class, location, project, and cash-flow reporting that shows what is working and what needs attention.
Discuss this service05
Business financial analysis
Understand revenue, margins, costs, liquidity, and operating trends through analysis that connects the numbers to practical business decisions.
Discuss this service06
Financial planning & forecasting
Build forward-looking financial plans that test growth assumptions, future cash needs, and different operating scenarios before you commit resources.
Discuss this service07
Budgeting & variance tracking
Create realistic business budgets, compare actual performance against the plan, and identify where revenue or spending has moved off course.
Discuss this serviceABOUT AXIS
Experienced bookkeeping support, built around the detail.
Axis Consulting is led by Umar Bilal, an accounting and bookkeeping professional with more than 10 years of experience supporting business owners with QuickBooks, reconciliations, reporting, and complex catch-up work.
The approach is practical: understand how the business operates, fix the records carefully, document the work, and leave the owner with numbers that are easier to explain and use.
QuickBooks, Xero, Wave & Excel Clio and IOLTA workflows Job costing and project reporting U.S. remote client support
INDUSTRY EXPERTISE
Bookkeeping that understands
how your business moves.
Generic categorization misses the operational story. We build the books around the way your industry bills, collects, pays, and measures profit.
LAW
Law firms
Matter-level clarity, operating and trust-account reconciliation, IOLTA support, and clean Clio-to-QuickBooks workflows.
IOLTA · CLIO · MATTER REPORTINGExplore Law firms servicesCON
Construction & trades
Job-costing structure, project profitability, contractor and material tracking, and cleaner class or project reporting.
JOB COSTING · PROJECTS · MARGINSExplore Construction & trades servicesECM
E-commerce & agencies
Reliable sales and fee mapping across Shopify, Stripe, PayPal, and other channels—with deposits tied back to the books.
SHOPIFY · STRIPE · PAYPALExplore E-commerce & agencies servicesPM
Property management
Property-level books, tenant-ledger support, deposits, owner activity, and mapping from Yardi or AppFolio workflows.
TENANT LEDGERS · YARDI · APPFOLIOExplore Property management servicesTHE PROCESS
From financial fog
to a clean close.
You always know what is being reviewed, what was corrected, and what still needs a decision. No black box and no vague cleanup label.
Start with a books review- 01
Diagnose
Review the file, statements, integrations, old balances, and reporting structure. Then define the real scope.
- 02
Clean & reconcile
Correct the chart, organize transactions, resolve discrepancies, and reconcile every agreed account.
- 03
Verify & report
Run quality checks and deliver a clear P&L, balance sheet, reconciliation status, and issue summary.
- 04
Keep it clean
Move into a dependable monthly close, or hand over documented books that your CPA can work with confidently.
CASE STUDIES
Representative project experience. Every engagement is scoped to the actual file.
A large catch-up file made reviewable
Historical activity was organized into a structured bookkeeping workflow so the business and its accountant could review the file with more confidence.
CATEGORIZATION · RECONCILIATION · QUALITY REVIEWOld periods rebuilt without losing context
Prior-year records were worked through systematically, with balances and transactions reviewed before the books moved into a clearer reporting position.
OPENING BALANCES · HISTORICAL REVIEW · CPA HANDOFFAccounts checked before reporting
Bank, card, and processor activity was tied back to statements, with discrepancies surfaced for resolution before financial reports were relied on.
BANKS · CREDIT CARDS · PAYMENT PROCESSORSCLIENT PROOF
Clean books.
Real relief.
My books were a mess … everything cleaned up in no time.
My accountant loves how the work is presented.
Professional, accurate and timely.
Prefer marketplace protection? Review the full public profile, then hire Axis through the platform your business trusts.
WORK YOUR WAY
Direct engagement.
Marketplace confidence.
Work directly with Axis Consulting, or use the freelance platform your business already trusts.
BEFORE WE START
Common questions,
clear answers.
A good engagement starts with a precise scope and safe information handling.
Still have a question? Tell us hereCan you clean up several months or years of QuickBooks?+
Yes. Axis Consulting handles catch-up and historical cleanup work. The first step is a file and statement review so the scope is based on the actual condition of the books.
Do you work with U.S. businesses remotely?+
Yes. Services are delivered remotely for U.S. businesses, with a documentation-led workflow and clear questions when transactions or balances need owner input.
What do you need for a books review?+
Start with a description of what is behind or unreliable, the software in use, the number of accounts, and the periods involved. Do not send passwords or sensitive financial files through this website.
Can I hire Axis through Fiverr or Upwork?+
Yes. You can work directly with Axis Consulting or use the public Fiverr and Upwork profiles if you prefer a marketplace contract and payment workflow.
Do you provide tax returns or legal advice?+
The core service is bookkeeping, cleanup, reconciliation, and financial reporting support. Tax filings and legal advice should be handled by your qualified U.S. tax or legal professional.
START WITH CLARITY
Let's make the books make sense.
Tell us what is behind, what feels unreliable, or what reporting you need. We will identify the highest-risk issues and outline the cleanest path forward.
01 Your request enters the private Axis dashboard.02 Axis reviews the situation and likely scope.03 You receive the recommended next step.
Prefer email? shaistnaeem@gmail.com