Cleanup & Catch-Up

Months behind? Years? We’ve seen worse — and fixed it.

Messy QuickBooks files untangled for a fixed fee, with corrected financials and a clean starting line when it’s done.

Who this is for

Maybe the books stopped in March. Maybe the bank feed’s been auto-accepting mystery transactions for two years. Maybe a previous bookkeeper left things in a state, or QuickBooks was set up in a hurry and never quite made sense.

However it happened, here’s what matters: it’s fixable, it’s probably faster than you fear, and there’s zero judgment on this end. Messy books are the most normal problem in small business.

When a cleanup matters most

Before tax season

So your CPA works from accurate numbers — and doesn’t bill CPA rates to fix bookkeeping.

Before a loan or line of credit

Lenders want financials they can trust. Clean books make the difference between approval and delay.

Before bringing on a partner or investor

Clean books are table stakes when someone else is putting money or trust on the line.

Before starting monthly bookkeeping

Every great monthly relationship starts from a verified baseline — not from inherited mess.

How it works

1

The Diagnostic Review

$250, credited toward your cleanup.

We go through your QuickBooks Online file and produce a clear picture: what’s wrong, how far back it goes, and exactly what it will cost to fix. A fixed number — not an estimate that grows.

2

The Cleanup

We get to work: removing duplicates, categorizing the backlog, matching transfers, separating personal from business, reconciling every account month by month, and restructuring the chart of accounts so it finally reflects how your business actually runs.

3

The Handoff

You receive corrected financial statements for the entire cleanup period, a plain-English cleanup summary, and a keep-it-clean plan so the mess doesn’t grow back.

What you receive at handoff

Corrected financial statements for the entire cleanup period

Clean P&L and Balance Sheet you can actually use.

A cleanup summary

Plain-English documentation of everything that was fixed — your CPA will love this.

A keep-it-clean plan

Specific recommendations so the mess doesn’t grow back.

Pricing

The diagnostic is $250, credited in full toward your cleanup if you proceed.

Cleanup projects are quoted as a fixed fee based on how many months need work and how tangled they are — you’ll know the total before we start, and it won’t change.

Most clients pair the cleanup with monthly bookkeeping afterward, so the books never slide again. Ask about pairing the two — the keep-it-clean plan comes free either way.

FAQ

Find out exactly what it’ll take.

Book a free consultation — or go straight to the $250 diagnostic and get a fixed quote within days. Either way, the dread ends this week.