Messy QuickBooks Could Cost You Thousands at Tax Time.
Get your books cleaned up fast — accurate, compliant, and tax-ready in weeks, not months.
Messy Books = Expensive Mistakes
Missed Tax Deductions = Higher Taxes
Disorganized books mean missed write-offs — and higher tax bills. Getting this under control can save you big money.
IRS penalties & compliance risk
Messy books could trigger IRS penalties you don’t even see coming. A cleanup now avoids costly headaches later.
Wasted time stressing over numbers
Every hour you waste in QuickBooks is an hour you could spend growing your business. We give you that time back.
How We Fix Messy QuickBooks
Clean, Accurate Books — Fast
We untangle the mess, fix errors, and make sure every transaction is categorized the right way. You’ll finally trust your numbers. Our clients are routinely surprised how quick and pain-free the process is.
Tax-Ready Without the Stress
No more scrambling in March. We set up your QuickBooks so it’s compliant, organized, and ready for tax filings at any time. Leave that tax stress behind.
Get Back to What You Do Best
Stop wasting hours in QuickBooks. We handle the books so you can focus on running and growing your business, like you deserve.
Trusted by Local clients
“Phillip helped me clean up months of messy books I probably shouldn’t have DIY’ed and made everything easy to understand. I finally feel like I have much better control of my business again.”
— J.R.
“I didn’t even know what I was missing until I saw how my numbers looked when [Phillip] started managing them. The check-ins and guidance are a real game changing advantage for business owners.”
— D.S
Phillip Schafer, CPA
Founder/Owner of ThriveWell CPA
Not quite ready to book a call? Feel free to use the contact form on our contact page to send a message and we’ll follow up via email!
Licensed CPA In California
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Modern, Tech Enabled Firm
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Secure Client Portal w/ Financial Cents –
Licensed CPA In California – Modern, Tech Enabled Firm – Secure Client Portal w/ Financial Cents –
Ready to Get Your Books Back on Track?
Stop stressing over QuickBooks. Let ThriveWell CPA clean up your books so you can focus on growing your business.
The longer you wait, the worse the mess usually gets. Get it solved today and take the stress off your plate.
Prefer email? Contact us here.
Frequently Asked Questions
Do you only work with clients in Redlands?
Nope! While we’re proudly based in Redlands, CA, we work with small business owners and freelancers across the Inland Empire and virtually throughout California.
What makes you different from other bookkeepers or tax services?
We’re CPA-led, which means your books and financial strategy are handled with care, compliance, and insight. It’s more than just bookkeeping: it’s clarity, support, and smart guidance tailored to your goals.
How do I get started?
Easy. Just book a free discovery call. We’ll talk through your current setup, what’s not working, and how we can help. No pressure, just clarity.
What do I need to provide?
To get started, you’ll just need to share access to your QuickBooks Online (not the login, we’ll provide instructions if needed), plus any bank and credit card statements for the months we’ll be cleaning up. If we need more documents to get the work done, we’ll let you know.
What will it cost?
Cleanups are priced by the number of months that need to be fixed. Each additional month adds scope, but you’ll know the cost upfront before work begins. Our cleanups start at a minimum of $450 with some projects ranging higher depending on complexity and how many months need correction.
How long will it take?
Most cleanups are completed in a matter of weeks. We’ll give you a clear timeline once we review your file.