How long does a bookkeeping cleanup take?

Most projects take 2 to 6 weeks depending on the number of years, transaction volume, and accounts involved. We give you a realistic timeline during the diagnostic phase.

How much does bookkeeping cleanup cost?

Most projects fall between $2,500 and $10,000. You get a fixed project price after the diagnostic, so there are no surprises. We never charge by the hour.

Will you work directly with my CPA or tax preparer?

Absolutely. We send reports directly to your CPA, answer their questions, and make any adjustments they request. This coordination is included at no extra charge.

What do I need to provide to get started?

At minimum, bank and credit card statements for the period being cleaned up. If you have an existing QuickBooks or Xero file, we need access to that as well.

Our Flagship Service

Set Up & Clean Up
Done Right.

For files that were set up incorrectly, co-mingled, or neglected. We take the mess and get it caught up to the current period.

Book Consultation

Most projects completed in 2-6 weeks · Fixed pricing from $2,500

Sound Familiar?

These are the exact situations our clients face when they reach out.

You're years behind on your books

Tax season keeps coming, extensions keep filing, and the shoebox of receipts keeps growing.

Personal and business expenses are co-mingled

One account for everything means your P&L is fiction and your CPA can't tell what's deductible.

Your previous bookkeeper left a mess

Uncategorized transactions, missing months, duplicate entries, and reconciliation gaps.

You need clean financials for a loan or investor

The bank or investor wants accurate statements and you need them on a deadline.

QuickBooks is a disaster and you're afraid to touch it

Nothing matches, categories are wrong, and you're scared touching anything will make it worse.

You're facing an IRS notice or audit

You received a letter and your records are not in order — time is not on your side.

How the Cleanup Works

A clear, proven five-step process from initial conversation to clean books.

Discovery Call

A free conversation about your situation, how far behind you are, and what you need.

Diagnostic & Quote

We review your file or statements and deliver a clear, fixed-price quote with no surprises.

The Cleanup

We reconcile accounts, re-categorize transactions, remove duplicates, and build accurate statements.

Review & Delivery

We walk you through your clean books, explain what we found, and document everything.

30-Day Support

Questions, additional reports, or CPA coordination — included at no extra cost for 30 days.

What's Included in Every Cleanup

Full bank account reconciliation (all accounts, all periods)

Credit card reconciliation and categorization

Transaction re-categorization and proper coding

Duplicate transaction identification and removal

Chart of accounts cleanup and optimization

Personal vs. business expense separation

Accounts receivable and accounts payable review

Sales tax liability verification

Fixed asset review and depreciation entries

Year-end adjusting entries

Tax-ready financial statements (P&L, Balance Sheet, Cash Flow)

Transparent, Fixed-Price Cleanup

$2,500–$10,000

You receive a fixed quote after the diagnostic — no hourly billing.

Time Period

How many months or years need attention.

Transaction Volume

More transactions means more work to review and categorize.

Number of Accounts

Each bank account, credit card, and payment processor adds reconciliation work.

Current File Condition

Starting from scratch differs from cleaning up an existing file with partial data.

Before & After

Here is what the transformation actually looks like.

Before Cleanup

2,847 uncategorized transactions
Bank balance off by $23,412
Personal groceries coded as business expenses
18 months of unreconciled bank statements
Duplicate vendor entries creating phantom expenses
P&L showing a $40K loss that doesn't exist
CPA unable to file accurate tax return
No idea how much the business actually makes

After Cleanup

Every transaction categorized and verified
Bank balances reconciled to the penny
Personal expenses separated and removed
All accounts reconciled through current month
Clean vendor list with no duplicates
Accurate P&L showing true $62K profit
CPA received tax-ready financials same day
Clear dashboard showing real business performance

Frequently Asked Questions

Ready to Get Your Books in Order?

Every engagement starts with a conversation. We'll review your situation and let you know what it will take.