Bookkeeping Cleanup
A defined project to organize overdue or inconsistent books and create a better starting point for tax or monthly support.
Starting at $500
Support matched to the situation.
Business owners whose books are behind, incomplete, inconsistent, or not yet set up.
Bring the moving pieces into focus.
Unreconciled accounts and unclear categories can make reports unreliable and delay tax work. Cleanup addresses the backlog before ongoing work begins.
A defined scope, clearly explained.
From first conversation to next step.
Assess
Identify the periods, accounts, transaction volume, and missing information involved.
Scope
Receive a custom scope based on the actual condition of the books.
Clean up
Work through the agreed accounts and periods using the records provided.
Move forward
Transition into tax preparation or a recurring monthly bookkeeping rhythm when appropriate.
Before you reach out.
Why is cleanup custom priced?+
The time required varies widely based on transaction volume, number of accounts, months behind, software condition, and missing records.
Can cleanup lead into monthly bookkeeping?+
Yes. Once the books reach an agreed starting point, recurring support can be scoped separately.
Can I send login credentials in the contact form?+
No. Never send passwords or financial documents through a public form. Secure instructions follow only after engagement.
Ready to discuss your next step?
Begin with basic details only. Secure document-sharing instructions are provided after an engagement is accepted.