Behind on your books?
We'll bring them back in order.
We review what is wrong, catch up missing periods, reconcile accounts, and correct bookkeeping issues so the business has a clear starting point again.
- Months or years behind
- Accounts don't reconcile
- Reports don't look right
When bookkeeping cleanup makes sense
A one-time cleanup is for books that have fallen behind or can no longer be relied on.
Need clean books before tax preparation
You want your records reviewed and corrected before a tax return is prepared. Tax preparation itself is a separate service.
Behind on bookkeeping
Several months or more of transactions have not been recorded or reviewed.
Accounts don't reconcile
Balances in your books don't match your bank or credit card statements.
Incorrect or duplicate transactions
Transactions are duplicated, misclassified, or recorded in the wrong place.
What we clean up
We work through the items below where they apply to your books.
The final scope is confirmed after we review your books.
From messy books to a clean closing point
We find what is wrong, correct it, and bring your books up to date, so you have a clear point to move forward from.
- Uncategorized transactions
- Inconsistent categories
- Unreconciled accounts
- Missing periods
- Unclear balances
- Reviewed transactions
- Corrected categorization
- Reconciled accounts
- Completed periods
- Usable financial reports
Sample data for illustration only. Results depend on your records and the agreed scope.
How it works
A simple process, from your first message to the finished cleanup.
Tell us what's going on
Share a few details about your business and your books on WhatsApp.
We review your books
We look at the state of your books and tell you what needs to be done.
You approve scope and quote
We confirm the scope and the quote with you before any work begins.
We clean up and hand off
We complete the cleanup within the agreed scope and hand your books back to you.
Pricing
We review your books first and confirm the quote before any work begins.
What happens after cleanup?
These are separate services. They are not included in Bookkeeping Cleanup automatically, and we can add them when you need them.
Frequently asked questions
How far back can you clean up my books?
It depends on how many periods are involved and the condition of your records. We review your books first, then confirm which periods are in scope before any work begins.
Do I need QuickBooks Online?
Tell us which accounting software your books are in, or whether you don't have any yet. We confirm what we can work with, and what is needed, before any work begins.
How is the final price determined?
Pricing starts from $500. The final price depends on the number of periods, transaction volume, number of accounts, and the complexity of your books. We review your books first and confirm the quote before any work begins.
Does cleanup include tax preparation?
No. Bookkeeping Cleanup corrects and completes your bookkeeping records. Tax preparation and filing are separate services, and Business Tax Filing can follow once your books are in order.
What happens after cleanup?
You get books that have been reviewed, corrected, and brought up to date within the agreed scope. From there you can keep them current with Monthly Bookkeeping, or move on to Business Tax Filing when you need a return prepared. Both are separate services.
What do you need from me to get started?
A short description of your situation on WhatsApp is enough to begin: how far behind the books are, which accounting software you use, and what you want fixed. After we review your books, we tell you which documents or access we need.
I sell online. Is this the right service?
Bookkeeping Cleanup fixes past bookkeeping issues. If your books involve marketplace or online-sales accounting, eCommerce Accounting may be a better fit for the ongoing work, and we can confirm the right service when you message us.
Let's see what your books need.
Send us a short description of your situation on WhatsApp. We'll review the scope and confirm the next steps.