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Bookkeeping Cleanup and Catchup Services

Get your books accurate and usable.

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Fix Past Financial Mistakes and Get a Clean Start

If you’ve fallen behind, inherited a financial mess, or can’t trust your current books, you’re in the right place. We specialize in turning disorganized QuickBooks files into clean, accurate, tax-ready books. We correct errors, reconcile every account, and restore confidence in your numbers.

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Historical Reconciliation

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Data Integrity & Correction

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Balance Sheet Accuracy

Clean,

Tax-Ready File

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Why Invest in a Cleanup Project?

When your books are behind or inaccurate, every decision becomes a guess. A cleanup project removes the confusion by rebuilding your financials the right way. You get a clean foundation, an accurate balance sheet, and a clear path forward — with full visibility into your numbers.

Your Full File Restoration Includes:

  • Historical Reconciliation: Every bank, credit card, and loan account reconciled for the correct periods.

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  • Data Integrity & Corrections: Fixing incorrect categorizations, duplicates, and messy vendor or account lists.

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  • Accurate Balance Sheet: Full balance sheet tie-outs and correction of opening balance issues.

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  • Clean, Tax-Ready Books: Your QuickBooks file organized and ready for your CPA, saving you time and stress.​​

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What You'll Receive (Key Deliverables)

A clean, current, and reliable QuickBooks Online file, ready for ongoing monthly maintenance.

A Summary of Changes outlining all corrections made and a record of any unresolved issues.

A clear plan and Next Steps summary for transitioning to our regular Monthly Bookkeeping service.

This Project is the Right Fit if:

  • You are more than two months behind and need a full catch-up service.​​

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  • You have recently changed accounting systems or restructured your Chart of Accounts, resulting in confusion.

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  • You need accurate numbers immediately for tax filing, loan applications, or making critical business decisions.​​​

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Project at a Glance

  • Investment: Fixed Project Fee (Set after our initial assessment and proposal).​​

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  • Timeline: Estimated 2–4 weeks from kickoff, depending on volume and client response time.

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  • Outcome: A clean, current, tax-ready QBO file and a smooth handoff into Monthly Bookkeeping.

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  • What's Not Included: Payroll Processing, Sales/Excise Tax Registrations or Filings, and Complex Inventory Implementations.

Ready to Finally Get the Past Cleaned Up?

A clean financial foundation is the first step toward monthly clarity and control. Schedule your call to confirm the scope of your file and receive a fixed-price proposal for your cleanup project.

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