Restore your books to a clean, accurate state.
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What is Book Clean-up?
We bring your financial records back to a clean, accurate, and fully reconciled state — no matter how disorganized or behind they are. Our full reconstruction ensures your books are ready for year-end and tax season with complete confidence.
How it works
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A Simple, Streamlined Process
Onboarding & Setup
Connect bank feeds, organize COA, review the file, fix essentials.
Monthly Work
Categorize transactions, reconcile accounts, monitor sales tax, clean up anomalies.
Reporting & Communication
Monthly statements, insights, and responsive support.
Year-End Support
We package everything for the accountant and collaborate if needed.
Benefits Sections
Diagnostic Review
A full audit of the existing QBO file: bank feeds, reconciliations, transaction history, chart of accounts, sales tax treatments, payroll entries, and any red flags. Purpose: understand the current condition and quantify the work required.
Findings Report
A clear summary for the client showing what’s missing, what’s incorrect, and what needs fixing — explained in simple terms.
Fixed-Price Proposal
Defined scope, timeline, and deliverables. No hourly billing or uncertainty.
Clean-Up & Historical Catch-Up
Correction of past bookkeeping errors; catching up months/years of missing records; reorganizing the chart of accounts; full bank & credit card reconciliations; correcting sales tax filings; preparing file for accountant year-end.
System Improvements (when needed)
Updating workflows, establishing best practices, and setting up a clean foundation.
Frequently asked questions
Everything you need to know about Books Clean-up.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
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Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
What You Get
A fully restored QBO file
Accurate, compliant, and reconciled records