Bookkeeping Cleanup
Behind on your bookkeeping? Let's get it cleaned up.
Falling behind doesn't mean you did something wrong — it means you were busy running your business. Customers, employees, and jobs come first. Catching the books back up is exactly what this service is for.
Do any of these sound familiar?
Signs a cleanup may be needed
- Bank accounts have not been reconciled
- QuickBooks doesn't match the bank
- There are large uncategorized balances
- Transactions have been duplicated
- Old accounts still appear on reports
- Income or expenses look incorrect
- You can't trust the reports
- You're preparing for tax filing, financing, bonding, or a CPA review
If you checked even one of these, a cleanup is worth a conversation. Months — or years — behind is workable. It happens more often than you’d think.
The cleanup process
Clear scope, fixed estimate, no surprises
- 01
Review the current QuickBooks file
A look at where things stand today — reconciliations, uncategorized transactions, and problem areas.
- 02
Identify the condition and scope of work
You'll know exactly what needs to be fixed and how far back the cleanup should go.
- 03
Provide an estimate
A written, fixed estimate before any work begins. No open-ended hourly surprises.
- 04
Collect statements and supporting documents
Bank and credit card statements for the periods being cleaned up, plus anything else needed.
- 05
Complete reconciliations and corrections
Miscategorized, duplicated, and missing transactions get fixed, and every account gets reconciled.
- 06
Deliver updated reports
Clean profit and loss and balance sheet reports you and your CPA can actually rely on.
- 07
Recommend an ongoing bookkeeping process
A simple plan to keep the books current so the backlog never builds up again.
After the cleanup: stay caught up
Most cleanup clients move into a simple monthly bookkeeping plan so the books never fall behind again. It’s far less expensive to stay current than to clean up a backlog twice.
See how monthly bookkeeping works →The hardest part is sending the first message
Tell me roughly how far behind the books are, and I'll tell you what it takes to fix it. Or just call 940.600.0230.
Prefer email? blake@thebookkeepingxpert.com