Bookkeeping Cleanup Services

Overview

Bookkeeping Cleanup Services restore accuracy and organization to incomplete, inconsistent, or unreconciled financial records. Every cleanup project is customized according to the condition and complexity of the books.

Who This Is For

• Businesses behind on bookkeeping
• Businesses with unreconciled accounts
• Owners with duplicate, missing, or incorrectly categorized transactions
• Companies preparing for tax-season coordination
• Businesses that need cleaner financial reports

What Is Included

• Transaction review and categorization
• Bank and credit-card reconciliations
• Chart-of-accounts organization
• Identification of missing documentation
• Review of duplicate or unreconciled entries
• Cleanup of approved bookkeeping periods
• Month-end financial review
• Preparation of updated financial reports

The Process

1. 1Complete the Accounting & Bookkeeping Assessment.
2. 2Receive a customized scope and price proposal.
3. 3Sign the service agreement.
4. 4Pay the 50% deposit.
5. 5Submit all requested documentation.
6. 6Cleanup work begins.
7. 7Review outstanding questions and corrections.
8. 8Pay the remaining balance.
9. 9Receive the final approved deliverables.

Your Responsibilities

You must provide complete records, account access, statements, and timely responses to questions throughout the cleanup process.

What Is Not Included

• Tax-return preparation
• Legal advice
• Audited or reviewed financial statements
• Payroll-tax amendments
• Tax representation
• Work outside the approved scope

Frequently Asked Questions