Messy books?
We fix that.
Months behind on bookkeeping? Reconciliations a disaster? We’ll clean it up, get you current, and hand you back a clean baseline.
Cleanup Progress
- Backlog 6 months → ✓ Current
- QuickBooks ● Messy → ● Clean
- Reconciliations ● Behind → ● Done
- CPA Ready No → ✓ Yes
From messy to clean in 30 days.
Sound familiar?
Haven’t closed the books in months
QuickBooks is a mess and you know it
Tax season is coming and nothing is ready
Your CPA asked for financials you don’t have
Prior bookkeeper left things unfinished
You’re guessing at your cash position
What we fix
- ✓ Reconcile all bank and credit card accounts
- ✓ Categorize and clean up transactions
- ✓ Fix prior period errors and journal entries
- ✓ Rebuild or optimize chart of accounts
- ✓ Close all backlog months
- ✓ Prepare financial statements (P&L, Balance Sheet, Cash Flow)
- ✓ Generate CPA-ready package for tax filing
- ✓ Document everything for clean handoff
How cleanup works
Assessment
We review your current state: how far behind, what software you use, and what needs fixing. You’ll get a clear scope and timeline.
Days 1–3
Cleanup
We reconcile accounts, fix categorizations, close backlog months, correct journal entries, and rebuild what’s needed.
Weeks 1–4
Handoff
You receive clean financials, a CPA-ready package, and documented processes. Ready for monthly service or self-management.
End of engagement
Ready for ongoing accounting?
Once your books are clean, transition seamlessly to our monthly Outsourced Accounting service. Same team, no re-onboarding.
Learn about monthly accounting →Pricing on call
Every cleanup is different. We scope it based on how far behind you are, your transaction volume, and your software. No surprises—you’ll know the cost before we start.
Get a cleanup quote →Cleanup FAQ
How long does a cleanup take?
Typically 2–4 weeks depending on how far behind you are and the complexity of your books. We’ll give you a timeline upfront.
How much does a cleanup cost?
It depends on the scope. After an initial assessment, we’ll provide a fixed quote. No hourly billing surprises.
Do I need to switch to monthly accounting after?
No. We can do a one-time cleanup and hand the books back to you or your existing bookkeeper. But if you want ongoing service, we make the transition seamless.
What if I’m years behind?
We’ve seen it all. Whether it’s 3 months or 3 years, we’ll scope the work and get you current.