Bookkeeping Cleanup Services to Get Back on Track
Has your bookkeeping been left in a mess or gathering dust? Project bookkeeping is here to the rescue – ideal for businesses playing catch-up or giving your QuickBooks a fresh, clean start.
Has your bookkeeping and accounting been neglected? Has someone done your bookkeeping inaccurately?
When your financials are outdated or inaccurate, it’s hard to see what’s actually happening in your business. Decisions get delayed. Questions build up. Confidence starts to slip.
If QuickBooks feels messy, incomplete, or unreliable, the goal is to get everything brought current and accurate. Once accounts are organized, errors corrected, balances reconciled, and missing pieces filled in, reports start making sense. Cash flow becomes clearer. Decisions feel more grounded.
Let’s Get Your Books Back on Track!
Our staff are trained professionals; your account will never be outsourced.
What our clients are saying…
Catch Up On Your Books Without the Stress!
The diagnostic review process
Customized bookkeeping services include a diagnostic review for clients who are already using QuickBooks Online. The detailed analysis of your specific bookkeeping needs, enables you to obtain accurate pricing for our services. Using a comprehensive checklist, your bookkeeping is reviewed to identify areas that need improvement and to outline the necessary steps to enhance your accounting practices.
Once the analysis is complete, you get a detailed report summarizing our findings. You’re welcome to use this report independently, or you can let us handle the cleanup and catch-up process to bring your books in line with our recommendations.
Bookkeeping Cleanup & Catch-Up FAQ
Behind on bookkeeping? These are the most common questions business owners ask before starting a cleanup project.
Can you fix my bookkeeping if everything is behind or messed up?
Yes. Cleanup and catch-up bookkeeping is one of our specialties. Taking messy, overwhelming financials and turning them into clean, organized reports is one of the things done best here. Before accounting, Amber Malone owned and operated a professional organizing business for 20 years and still holds a professional organizing certification. The same principles apply when organizing financial systems, accounts, and reporting inside QuickBooks.
How far behind can my bookkeeping be before it becomes a problem?
The most obvious problem is usually a tax deadline. Many business owners reach out after hearing from their CPA or receiving pressure from the IRS. Beyond taxes, the bigger issue is running a business without accurate financial information. Decisions start getting made based on a bank account balance instead of real numbers. In most cases, falling behind a month or two can still be manageable. Once bookkeeping reaches three months behind or more, it becomes much harder to clearly understand what is happening financially inside the business.
How far back can you go to catch up my books?
Books can be caught up several years if needed. The biggest challenge is usually bank access, not the bookkeeping itself. Most banks only allow 18 months to 2 years of online transaction history. When records go further back than that, additional strategies are used to retrieve the information, and in some situations transactions may need to be entered manually. Older bookkeeping can absolutely be rebuilt—it just requires more time and detail.
How long does it usually take to clean up bookkeeping?
Most cleanup projects are completed within about a month, although some can move faster depending on complexity and responsiveness. A clear deadline is agreed upon upfront and included in the service agreement so expectations are defined from the beginning. The goal is not just speed, but delivering a clean and accurate set of books that can actually be trusted moving forward.
How much does bookkeeping cleanup typically cost?
Most cleanup projects fall somewhere between $2,000 and $15,000. The reason for the wide range is that every situation is different. Pricing is mainly driven by how much time has passed, how many transactions need to be processed, and the complexity of the financial activity. A business needing 24 months of cleanup will naturally require significantly more work than a business that is only a few months behind. The more accounts, transactions, and cleanup required, the more time and investigation the project involves.
What do you need from me to get started?
The first step is access to the QuickBooks Online file along with a signed service agreement that clearly outlines the scope of work. Access is also needed to the bank accounts, credit cards, loans, payment processors, and any systems connected to the movement of money inside the business. Wherever money flows in or out, visibility is needed in order to properly clean and rebuild the books.
What happens after the cleanup is finished?
Once the cleanup is complete, the reports are reviewed together in a Zoom meeting so there is a clear understanding of what was found and what the numbers are saying about the business. If historical data exists inside QuickBooks, comparison periods can also be reviewed to help identify trends and larger financial patterns. During that same meeting, ongoing monthly bookkeeping options are discussed to maintain the clean and organized financials moving forward.
Ready for confidence in your numbers?
Getting started is as easy as 1, 2, 3!
01
Free Zoom Consult
You’ll find out if our services are what you’re looking for. As you get to know us, you’ll gain insight into whether our approach aligns with your values and supports your long-term growth.
02
Diagnostic Checkup
Get a clear view of your books and make confident decisions. Our 75-point review highlights what needs improvement for better accuracy and smoother operations.
03
Build a Custom Bookkeeping Solution
Select a bookkeeping plan that fits your needs, and let us handle the rest. Whether it’s a one-time cleanup or ongoing financial management, we’ve got you covered.