QuickBooks Cleanup & Catch-Up Specialists
QuickBooks Live Couldn’t Help With Your Cleanup? I Can.
If QuickBooks Live told you they couldn’t take on your bookkeeping — or a ProAdvisor search left you looking for the right fit — you’re not alone, and your books aren’t a lost cause. Live Bookkeeping is built for ongoing monthly maintenance on accounts already in reasonably good shape. It’s not designed for backlogs, tangled histories, or books that need real judgment calls. That’s exactly the work I do.
Common Reasons Businesses Get Turned Away — And What I Do Instead
QuickBooks Live is bookkeeping-only and scoped for ongoing monthly maintenance — not deep cleanup. Here’s what it routinely declines, and what I take on instead:
Your books are more than a year behind — I take on multi-year backlogs and catch-up work as a standard engagement, not an exception.
A previous bookkeeper left things a mess — duplicate transactions, miscategorized expenses, unreconciled accounts, a broken chart of accounts. I untangle it and rebuild it correctly.
You’re migrating from QuickBooks Desktop to Online — I clean up the data before the migration so you move accurate numbers, not compounded errors.
Your situation needs real judgment, not a script — I’m a CPA, and I make the calls that require actual accounting judgment and stand behind them.
What Happens Next
I start with a free review of your QuickBooks file to tell you honestly what shape it’s in, how long a proper cleanup will take, and what it will cost.
A fixed quote — not an open-ended hourly bill you can’t predict
A realistic timeline for getting your books fully caught up
An honest assessment — no pressure, no obligation
Remote engagements welcome. Based in Texas, serving clients nationwide.
The CPA Behind Your Cleanup — Not Just a Bookkeeper
Tricia Thomason, CPA w/20 yrs experience
Tricia Thomason, CPA, Certified QuickBooks ProAdvisor
Hi, I’m Tricia. As a licensed CPA and Certified QuickBooks ProAdvisor, I don’t just reconcile your books — I use them to prepare your tax return, so there’s no handoff and no gap between clean books and a filed return.
Licensed CPA and Certified QuickBooks ProAdvisor
100% virtual support with real human guidance
Cleanup and tax prep from one CPA — no second professional to loop in
Why Small Businesses in Lufkin Choose Modern Math?
Virtual Bookkeeping That Works for You
Still searching for a dependable accountant near me in Lufkin who offers modern, virtual solutions? Our bookkeeping services are tailored to fit your business and budget. We track, categorize, and analyze your financial transactions every month so you always know exactly where your money is going. No more spreadsheets—just neatly organized records and clear insight when you need it most.
Clear, Actionable Financial Reporting
Your financial data is only helpful if it’s easy to understand. We deliver monthly, quarterly, and annual reports that are cleanly presented and securely stored in online folders you can access anytime. Use these insights to grow smarter, not harder.
Payroll Made Simple for Lufkin, TX
Managing payroll doesn’t have to be overwhelming. We simplify the entire process for small businesses in Lufkin, TX. From setting up direct deposit and giving employees online access to pay stubs, to handling all payroll tax filings (including W2s and 1099s), we’ve got it covered. Payroll shouldn’t be painful—and with us, it isn’t.
Bank Account & Credit Card Reconciliation
We take your statements and receipts, match them with transactions, and ensure every deposit, expense, and bank fee is fully accounted for. Our reconciliation service ensures accuracy and provides peace of mind to small business owners across Lufkin, TX.
Let us Crunch the Numbers, so you can focus on what you love.
Prepare Taxes with Confidence in Lufkin, TX
Filing taxes shouldn’t be a guessing game. We help minimize your tax liability while ensuring compliance with federal and state regulations. Our tax preparation services are prompt, accurate, and aligned with your business goals in Lufkin.
Efficient Accounts Payable & Receivable
We streamline the entire payment process so your business runs more smoothly. From digital invoicing and invoice tracking to ACH transfers and timely bill payments, we make sure your cash flow is clear, consistent, and well-managed.