Cleanup Bookkeeping
A one-time engagement to fix prior-period books. Full reconciliation, recategorization, opening-balance correction, and a CPA-ready handoff package.
Cleanup details
Services
Everything modern bookkeeping should be.
A complete catalog of services for getting, keeping, and improving the financial side of your business — without overpaying for a tax firm you didn't need.
Monthly Bookkeeping
Recurring monthly close. Transactions categorized, accounts reconciled, financials delivered by the 10th. Fixed-fee, predictable result.
Monthly detailsBank & Credit Reconciliation
Disciplined reconciliation across every operating, savings, and credit account — including merchant deposits and settlement matching.
Accounts Payable
Bill capture, approval workflows, and vendor management through Bill.com, Ramp, or your existing AP system. Never miss a due date.
Accounts Receivable
Invoicing, follow-up, payment recording, and aging reports — so you know exactly who owes what and for how long.
Monthly Financial Reporting
P&L, balance sheet, and cash flow statement delivered every month with brief plain-language commentary on what changed and why.
Tax-Prep Handoff
Year-end book finalization and a clean handoff package for your CPA. We coordinate directly with your tax preparer if you'd like.
Software Setup & Migration
QuickBooks Online setup, Xero migration, chart-of-accounts rebuild, and integration with A2X, Bill.com, Ramp, Gusto, and Stripe.
Workflow Automation
Where it makes sense, we build automations — bank-feed rules, document capture, recurring entries, approval triggers — that quietly save hours every month.
Every service, fixed-fee. Every engagement, scoped up front. No surprise hourly bills.
Not sure where to start?
Book a 20-minute review.
We'll look at your current setup, identify the gaps, and propose the right service mix — whether that's a one-time cleanup, ongoing monthly, or something in between.