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If your QuickBooks is “mostly fine” but you don’t fully trust it, you’re not alone. This guide explains what a QuickBooks cleanup actually is, the most common bookkeeping problems it fixes, and how to get back to accurate, CPA-ready financials—without sacrificing your weekends.

Running a business in Shelton moves fast—your bookkeeping should keep up. If you’re behind on reconciliations, unsure what’s truly profitable, or dreading tax season, this post breaks down the signs it’s time to tighten your books and how to reset your finances for a clean, confident 2026.

Year-end close is where messy books finally show themselves—uncategorized transactions, missing receipts, unreconciled accounts, and reports you don’t fully trust. This checklist walks you through the essentials so you can close the year cleanly and start the next one with clarity.

Staying on top of your financials gives you the insight and control needed to grow confidently. Here are 7 tips that every business needs.