Bookkeeping Cleanup & Catch-Up
Behind on your books? We'll get your financials organized, accurate, and ready for tax season—without the stress.
Messy Books Are Costing You
- Missed tax deductions you'll never recover
- Inaccurate financial statements
- Stress during tax season
- Poor cash flow visibility
- Potential IRS audit triggers
Clean, Accurate Books—Fast
- Every transaction properly categorized
- Bank accounts fully reconciled
- Prior errors corrected
- Clear financial statements
- Tax-ready records
Bookkeeping Cleanup Packages
All packages are paid in full upfront. Pricing is transparent—no hidden fees.
Best for businesses 1–3 months behind
What's Included:
- Review of existing QuickBooks setup
- Categorization of up to 3 months of transactions
- Bank and credit card reconciliations
- Identification of bookkeeping errors
- Cleanup summary report
- One 30-minute review call
Not Included:
- Ongoing bookkeeping
- Tax filing
- Payroll processing
Best for businesses 4–6 months behind
What's Included:
- Full transaction categorization (up to 6 months)
- Bank and credit card reconciliations
- Chart of Accounts correction
- Reconciliation discrepancy resolution
- Financial statements (P&L + Balance Sheet)
- Cleanup completion report
- One 60-minute review call
Not Included:
- Ongoing bookkeeping
- Tax filing
Best for businesses 6–12+ months behind
What's Included:
- Full historical cleanup
- Multi-account reconciliation
- Prior accountant correction work
- Financial statements for all corrected periods
- Strategy call to move into monthly bookkeeping
- Priority support during cleanup
- Custom timeline based on scope
Our Cleanup Process
A simple, streamlined approach to getting your books in order
Discovery Call
We review your current situation, assess how far behind you are, and recommend the right package for your needs.
Secure Access
You grant us read-only access to your QuickBooks and bank accounts. Your data stays protected.
Deep Cleanup
We categorize transactions, reconcile accounts, fix errors, and organize your financial records.
Review & Handoff
We walk you through your clean books, deliver financial statements, and discuss next steps.
Simple, Transparent Pricing
Paid in Full Upfront
All cleanup packages are paid before work begins. No surprises, no hidden fees.
Scope-Locked Pricing
Your quote covers exactly what's described. Additional work requires a separate agreement.
Work Begins Immediately
Once payment clears, we start within 1–2 business days. No waiting around.
Clear Documentation
You'll receive a service agreement outlining exactly what's included before you pay.
Frequently Asked Questions
Count how many months you're behind on bookkeeping. If you're 1–3 months behind, start with Light. 4–6 months? Standard is perfect. More than 6 months or multiple accounts? You'll need our Advanced package with a custom quote. Not sure? Book a free discovery call and we'll assess together.
Light Cleanup: 5–7 business days. Standard Cleanup: 10–14 business days. Advanced Cleanup: Timeline varies based on scope—we'll provide an estimate during your consultation.
We specialize in QuickBooks Online and Desktop. If you're using another platform, we can discuss migration to QuickBooks as part of your cleanup or work within your current system for an additional fee.
You'll have clean, organized books ready for tax preparation. Many clients transition to our Monthly Bookkeeping packages to keep things running smoothly. We'll discuss the best path forward during your review call.
Absolutely. We use secure, encrypted connections and request only the minimum access necessary. Your financial data is treated with the same confidentiality as our own.
Ready to Get Your Books in Order?
Schedule a free discovery call. We'll assess your situation and recommend the right package—no pressure, no obligation.