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Bookkeeping Cleanup & Catch-Up

Behind on your books? Start with a clear cleanup plan.

A separately scoped, usually one-time project to review incomplete, outdated, or disorganized books and help establish a sustainable monthly process.

Book a Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.

What your agreed scope may include

  • Review the current condition of your books
  • Identify unreconciled accounts and uncategorized transactions
  • Correct bookkeeping errors within the agreed scope
  • Categorize historical transactions and reconcile available records
  • Prepare updated reports after cleanup
  • Recommend a sustainable monthly bookkeeping process

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Bookkeeping and management reports are not tax preparation, legal advice, financial statement audits, independent assurance, or attestation services.

Bookkeeping Cleanup & Catch-Up pricing

Limited cleanup

Starting at

$500 one-time project

  • Review and correction of a limited agreed backlog
  • Scope confirmed after records assessment

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Moderate cleanup

Starting at

$1,000 one-time project

  • A broader agreed historical review
  • Categorization and reconciliation as scoped

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Extensive cleanup

Starting at

$2,500 one-time project

  • A more complex agreed cleanup project
  • Documentation and updated reporting as scoped

Indicative starting amounts, not fixed project quotes. Final pricing depends on months involved, transaction volume, missing documentation, accounts, and complexity. Cleanup is not automatically included in recurring bookkeeping.

Request a Bookkeeping Cleanup Assessment

Pricing shown is indicative starting pricing. Your final proposal will reflect your business's transaction volume, account structure, historical bookkeeping condition, reporting needs, and agreed service scope.

No unlimited transactions, payroll administration, tax preparation, payment execution, receivables collection, or multi-entity coverage is included automatically. Accounts, transaction limits, deliverables, and responsibilities are agreed before paid work begins.

Ready to Get Your Business Finances Organized?

Start with a short conversation about your books, reporting needs, and opportunities to improve your financial workflows.

Book Your Free 15-Minute Assessment

Introductory conversation. Scope and pricing agreed before paid work.