Client Background
A luxury home cleaning company offering recurring maid services and deep-clean packages needed a QuickBooks Clean-Up after struggling with unmatched invoices, miscategorized expenses, and payroll tax issues. The client hired Development Theory to help with a QuickBooks clean-up for a home cleaning service.
The Challenge
Unmatched Customer Invoices & Payments: Many clients had paid their invoices, but payments weren’t applied properly in QuickBooks, making revenue appear lower than it was.
Payroll Tax Mismanagement: Payroll taxes were not automatically deducted, leading to IRS notices for underpayment.
Expense Categorization Issues: Cleaning supplies, vehicle mileage, and marketing expenses were all categorized incorrectly, missing valuable tax deductions.
Confusing Financial Reports: The owner couldn’t see monthly profitability due to disorganized financials.
Our Approach
Accounts Receivable & Invoicing Fix: Matched all outstanding client payments to invoices, ensuring revenue accuracy.
Payroll Tax Correction & Compliance Review: Adjusted payroll settings to automate tax withholdings and prevent penalties.
Expense Categorization & Deduction Review: Ensured all cleaning supplies, equipment, and travel costs were properly deducted.
Monthly Financial Report Cleanup: Adjusted profit & loss statements and cash flow reports for accuracy.
Owner Training on QuickBooks Best Practices: Provided guidance on maintaining clean books moving forward.
The Solution
Fixed missing customer payments, properly recording over $22,000 in revenue.
Ensured payroll tax compliance, avoiding IRS penalties.
Recovered $7,500 in missed deductions, reducing tax liability.
Created clear monthly reports, giving the owner financial confidence.
Results & Impact
Revenue tracking accuracy improved by 95%, eliminating unpaid invoice confusion.
Payroll taxes now deducted automatically, ensuring compliance.
Monthly financial visibility improved, allowing for better budgeting.
Owner saved time on bookkeeping, focusing more on business growth.
Client Feedback
"My financial reports finally make sense, and I don’t stress about payroll taxes anymore. This QuickBooks Clean-Up was a game-changer!"
Development Theory Can Help Business Owners Like You
Are your accounting records a mess? Would you like help getting them straightened out? Our QuickBooks Clean-Up service gets one year of your historic accounting data balancing again. Don't wait until tax season to deal with your books!
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