Bookkeeping Cleanup Projects

Bookkeeping Cleanup
For businesses 3–12+ months behind that need their books restored and tax-ready. If your records are a mess—transactions piling up, accounts unreconciled for months, and personal charges mixed with business expenses—a thorough cleanup will sort everything out. You’ll receive clean, accurate financials that your CPA can use immediately.

What’s Included:
✓ Chart of accounts review & correction — merging duplicate accounts, fixing account types, and organizing structure for clean reporting.
✓ Transaction categorization — assigning every transaction to the correct account, including loan payment splits (principal/interest), personal vs. business separation, and expense reclassifications.
✓ Bank & credit card reconciliation — reconciling all accounts to physical statements with all discrepancies identified and resolved.
✓ Adjusting entries — properly recording accruals, prepaid expenses, depreciation, and reclassifications.
✓ Error correction — eliminating duplicates, fixing misclassifications, and correcting timing issues on revenue and expenses.
✓ Financial statements delivered — accurate, balanced Profit & Loss and Balance Sheet.
✓ CPA-ready handoff — reconciling your books with supporting reports and notes so your tax preparer can start immediately.

Timeline: 2–4 weeks depending on complexity.

Pricing: Starting at $1,500 — final quote based on how many months behind, transaction volume, and number of accounts.

Best For:
Small business owners preparing for tax season, applying for financing, or needing accurate financials after a period of neglect. As your virtual bookkeeper, I provide a seamless experience to get your business completely back on track.