The complete QuickBooks cleanup guide
Every cleanup step in order — opening balances, reconciliations, undeposited funds, the chart of accounts — and how to tell what your file needs.
OpenFlorida · QuickBooks Cleanup
Florida QuickBooks cleanup, back to CPA-ready.
A QuickBooks ProAdvisor brings a behind or broken Florida file back to a CPA-ready standard — fixing single-rate sales tax, adding the missed taxability of services, rebuilding the TPP fixed-asset schedule, and reconciling every account. Fixed-fee, all 67 counties.
QuickBooks cleanup: $1,200–$15,000+What sets the price
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
State rule
Florida rule: a sales tax return filed late, or tax paid late, adds a penalty of 10% of the tax, never less than $50; cleanup ties the sales-tax account to every return as filed, so late periods surface first. Source: s. 212.12, Florida Statutes.
§ The short version
Florida QuickBooks cleanup repairs a file whose history is wrong, for a fixed fee of $1,200–$15,000+ set by how far behind it is. We reconcile each bank and credit-card account to source statements, investigate unmatched balances, document corrections and hand over a period-by-period exception register. Single-rate sales tax is corrected to 6% plus the county surtax.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 01 · The Florida problems to check first
Three Florida problems a cleanup almost always finds.
Florida files break in predictable ways — these three are the usual culprits, and all three are fixable.
6% + surtax
The single-rate sales-tax mistake
The most common Florida QuickBooks mess: sales tax set to one statewide rate instead of the correct 6% + the county surtax by location, with single-item caps ignored. It over- or under-collects and the Department of Revenue return won’t tie. We correct it and reconcile prior periods back.Services
Florida taxes some services
Unlike most states, Florida taxes a range of services — commercial cleaning, pest control, certain repairs, security, commercial laundry. Owners who assume services are exempt routinely under-collect, so we flag taxable vs. exempt service lines in QuickBooks and apply the right rate.TPP
Fixed assets never tracked
Many messy Florida files never kept a fixed-asset schedule, so the annual tangible personal property return (DR-405) is a scramble. Cleanup rebuilds the schedule so it’s ready. Valuation stays with your CPA.§ 02 · What a Florida cleanup fixes
From messy to CPA-ready, the Florida way.
We fix the Florida-specific things a generic cleanup misses — then reconcile the whole file back to clean.
01
Sales tax corrected
Single-rate sales tax replaced with 6% + the correct county surtax by location, single-item caps handled, and prior periods reconciled back.Sales tax help
02
Service taxability corrected
Taxable services that were mapped as exempt corrected — a commonly missed Florida line — so the sales-tax return ties.Sales tax help
03
TPP schedule rebuilt
Equipment and furniture reconstructed into a fixed-asset schedule ready for the tangible personal property return.Bookkeeping services
04
Every account reconciled
Bank, credit-card, and loan accounts reconciled and miscategorized transactions corrected to a clean chart of accounts.Reconciliation
05
Catch-up of months behind
Whether you’re a few months or a few years behind, we catch the file up to current and CPA-ready.QuickBooks accountant
06
Stays clean after
Move into monthly bookkeeping with the same preparer so the file never falls behind again.Monthly bookkeeping
§ 03 · The scope
What we do — and what we don’t.
What TechBrot does
- Correct single-rate sales tax to 6% + the county surtax by location
- Add service taxability that was never set up
- Rebuild the fixed-asset schedule for the TPP return
- Reconcile bank, credit-card, and loan accounts and fix miscategorizations
- Catch the file up from months or years behind to current
- Hand a CPA-ready file to your CPA
What your CPA does
- File the Florida sales tax, corporate income tax, or taxability of services
- File the tangible personal property return or amend prior filings
- Represent you before the Florida Department of Revenue
- Provide legal or tax advice
- Step 1
Free file review
A QuickBooks ProAdvisor reviews the file and finds how deep the cleanup goes — sales tax, service-taxability, TPP, reconciliation. - Step 2
Written fixed-fee scope
A written scope and fixed fee within 3 business days, with the timeline and the Florida-specific fixes listed. - Step 3
Clean & reconcile
We correct sales tax, add the taxability of services, rebuild the fixed-asset schedule, and reconcile every account. - Step 4
CPA-ready handoff
A clean, current file handed to your CPA — or straight into monthly bookkeeping so it stays clean.
§ 05 · The advisory line
Automation handles the data entry. We handle the judgment.
A Florida QuickBooks cleanup almost always finds the same three things — single-rate sales tax, a taxability of services nobody recorded, and a fixed-asset schedule that was never kept. None of them are filing problems; they’re bookkeeping problems, and all three are exactly what a QuickBooks ProAdvisor fixes so your CPA’s filings are accurate.
Once the file is clean, the same preparer keeps it that way in monthly bookkeeping — so you never need a second cleanup.
§ 06 · Around this page
Around Florida.
Florida QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Florida tax terms in one place.QuickBooks cleanup, nationally
The national engagement this page is the Florida version of — same scope, same written fixed fee.Also in Florida
Florida cities
Not sure where your file stands? Start with the free QuickBooks file review · how Florida compares: state-by-state tax quirks.
§ 07 · Around the engagement
Before you engage anyone.
QuickBooks cleanup cost estimator
A scope-based estimate for a focused, standard, or complex cleanup from your months behind, number of accounts, and transaction volume.
OpenFlorida QuickBooks error fixes
If the same error keeps coming back after a repair, the file itself is the problem — start with the error, then decide whether it needs a cleanup.
Open§ 08 · Common questions
Florida QuickBooks cleanup questions.
What does a Florida QuickBooks cleanup fix?
A QuickBooks ProAdvisor corrects single-rate sales tax to 6% + the county surtax by location, adds service taxability that was never set up, rebuilds the fixed-asset schedule for the tangible personal property return, reconciles every account, and catches the file up to current — back to a CPA-ready standard.
Why is my Florida QuickBooks file a mess?
Usually one or more of three Florida-specific problems: sales tax set to a single statewide rate instead of by county surtax, the taxability of services handled wrong, or a fixed-asset schedule that was never kept for the TPP return — plus the usual unreconciled accounts and miscategorized transactions. We fix all of it.
How far behind can you catch up?
Any distance — a few months or several years. The further behind, the bigger the scope, but a multi-year file is brought current period by period, to CPA-ready. We scope it after a free file review so the timeline and fee are known up front.
How much does Florida QuickBooks cleanup cost?
Fixed-fee against a written scope, never hourly — typically $1,200–$15,000+ depending on how many months or years are behind and how broken the file is. You get the exact fee in writing within 3 business days of a free file review.
Will you fix my sales tax going back?
Yes — correcting single-rate sales tax and reconciling prior periods back is one of the most common parts of a Florida cleanup. We get the books right so your CPA can address any prior-period filing implications; we don’t file or amend returns ourselves.
What happens after the cleanup is done?
You can move into monthly bookkeeping with the same preparer so the file stays current and never needs a second cleanup. A cleanup-only engagement is fine too — we hand a clean, CPA-ready file to your CPA either way.
Do you file my Florida taxes after cleanup?
No. TechBrot is a bookkeeping and advisory firm — we clean up and keep the books CPA-ready and coordinate with your CPA, who files the sales tax, corporate income tax, service taxability, and TPP return.
Checked against the Florida Department of Revenue.
Florida businesses start here