First, take a breath. We've almost certainly seen worse. Cleanup is the single most common way clients start with us — there's no lecture here, just a clear plan to get it fixed.
What cleanup includes
- ✓Catching up every month you're behind
- ✓Reconciling bank, credit card & loan accounts
- ✓Fixing miscategorized and duplicate transactions
- ✓Cleaning up your Chart of Accounts
- ✓Reconnecting payroll to your books
- ✓Accurate, tax-ready financials at the end
A scoped flat fee — not an open-ended hourly meter
We look at how far behind you are, quote a flat project fee up front, and then do the work. You'll know the cost before we start — no surprise invoices growing by the hour.
From cleanup to staying current
Cleanup is step one. Once your books are caught up, most clients roll straight into flat-fee monthly bookkeeping so they never fall behind again — and so tax season becomes a non-event.
Common reasons people call us
- A bank wants clean financials for a loan and yours aren't ready.
- An IRS or state notice arrived and the books need to be right.
- A tax deadline is coming and nothing's reconciled.
- You're hiring a new bookkeeper or CPA and need a clean starting point.
How far back can you go?
As far as needed — months or multiple years. We'll scope it after a quick look.
How much does cleanup cost?
A flat project fee based on how far behind you are and how complex your books are. You'll get the number before we begin.
How long does it take?
Depends on the backlog, but we'll give you a realistic timeline up front and keep you posted.
What happens after cleanup?
Most clients move to flat-fee monthly bookkeeping so the books stay current for good.