Bookkeeping ecosystem
Bookkeeping cleanup — catch up months of unreconciled books
If you're months behind on bank reconciliations or you can't produce a current P&L, you need a cleanup project — not an ongoing retainer. Get scoped and quoted in under a week.
Get help with QuickBooks, bookkeeping, payroll, tax planning, controller support, and CFO advisory from professionals who understand your business needs.
Scope
What's included in a real cleanup
A proper cleanup ends with reconciled accounts, a clean trial balance, and a P&L that ties to the prior tax return.
- Bank, credit card, merchant, and loan reconciliations
- Recategorize miscoded transactions
- Rebuild chart of accounts for clean reporting
- Adjusting journal entries (depreciation, accruals, prepaids)
- Trial balance ties to last filed return
Pricing
Cleanup pricing models
Most firms quote cleanup on a per-month or per-transaction basis after a free diagnostic call.
- Per month: $300–$1,500 per month of cleanup
- Per transaction: $5–$15 per uncategorized transaction
- Fixed-fee: $1,500–$15,000+ for the full project
- Timeline: 2–8 weeks depending on volume and document availability
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FAQ
Common questions
How long does bookkeeping cleanup take?
Most cleanups take 3–6 weeks. Heavily backlogged or missing-receipt cases can stretch to 8–12 weeks. Most of the time is spent waiting on documents from you.
How much does bookkeeping cleanup cost?
Budget $300–$1,500 per month of catch-up. A full year of cleanup for a small business typically runs $3,500–$12,000 depending on transaction volume and account count.
Do I need to file amended returns after cleanup?
Only if the cleanup uncovers material differences from what was previously reported. Most cleanups just produce a corrected prior-year balance sheet and a clean starting point for the current year.
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Advisor-grade guides
Downloadable ebooks & templates
CPA-ready playbooks and templates you can use today — instant downloads, no signup required.
The Small Business Tax & Profit Playbook
A CPA-ready guide to deductions, quarterly taxes, S-Corp strategy, owner pay, cash flow, and year-round tax planning.
Business Tax Deduction Checklist
A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing.
The Definitive Bookkeeping Cleanup & Recovery Guide
The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger.
The Freelancer Tax Guide
The practical tax playbook for freelancers, contractors, and solo creatives — deductions, quarterly estimates, and self-employment strategies.
The Year-End Tax Planning Guide
The CPA's December playbook — practical strategies to reduce your tax bill before the year closes.
The Premium Bookkeeping Template Pack
Automated dashboards, multi-account reconciliations, and CPA-ready reporting workbooks for serious owners and bookkeepers.
Tax & Bookkeeping Resource Library
Our complete advisor-grade collection — every premium asset an owner needs to run clean books, lower taxes, and recover messy ledgers, in one bundle.