Standalone Cleanup Service

One-time historical bookkeeping cleanup.

Historical bookkeeping only. Separate from monthly bookkeeping service.

What's Included

  • Bank and credit card account reconciliation for the specified period
  • Transaction categorization (income, expenses, tips, booth rent, etc.)
  • Payment platform integration and deposit matching
  • Identification and resolution of discrepancies
  • Monthly Profit & Loss statements for each month
  • Year-end or period-end Balance Sheet
  • Clean QuickBooks file or organized records ready for your CPA

Getting Your Books Back on Track

Behind on bookkeeping? We offer two options.

Past Year Cleanup

Clean up prior years (2023, 2022, etc.)

One-time service, paid upfront

Current Year Catch-Up

Clean up this year and start monthly bookkeeping

Get caught up, then stay current

For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work. Book a free consultation to get a personalized quote.

Important

This service includes bookkeeping and financial reporting only. Tax filing and tax advice are not included. Cleanup services are excluded from our satisfaction guarantee.

Prefer to Start Fresh?

Looking forward, not backward.

We can begin bookkeeping from the current year forward without cleaning up prior years if you prefer. This "Forward-Only Bookkeeping" option lets you start with a clean slate moving forward.

Ready to Get Started?

Book a free consultation and we'll discuss the best approach for your situation.

Book a Free Consultation