We’ll briefly discuss where the books stand, what needs to be fixed, and the appropriate next step.
Who This Is For
This service is for businesses whose books are behind, unreliable, incomplete, or no longer manageable.
Cleanup may be the right fit if:
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The books are months or even years behind
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Accounts have not been reconciled
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Income or expenses are recorded incorrectly
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QuickBooks Online is disorganized or unreliable
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The books are not ready for tax filing
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You do not trust the numbers
If any of this sounds familiar, cleanup is the first step.
How the Cleanup Works
1. Discovery call
A free 15-minute call to discuss where the books stand and the appropriate next step.
2. Review of the current books and records
We look at the condition of the existing books to understand the scope of the work.
3. Written scope and price before work begins
Every cleanup is quoted in writing before any work starts.
4. Cleanup and catch-up completed
The agreed work is completed and the records are brought current.
5. Final review and next-step recommendation
We review the results together and recommend the appropriate next step.
Pricing and Scope
Starting at $1,000
Pricing depends on how far behind the books are, the number of accounts and transactions involved, and the condition of the existing records. Every cleanup is quoted before work begins.
What Happens After Cleanup
Once the books are corrected and current, many businesses choose to move into monthly accounting support so the books stay accurate. Monthly service is optional — some clients simply take their tax-ready books and move forward.
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Testimonials
Jason — Warren's Power Washing
When Joy took over, my books were behind and I didn't trust the numbers at all. She walked me through what was wrong, got everything caught up, and set up a system that actually stays accurate month to month. Now I know where my business stands without guessing. I wish I'd found her sooner.
Ready to stop guessing and get the books back under control?