Accounting services
Bookkeeping Cleanup Services
We identify where the records stop being reliable and scope the cleanup around the accounts and periods that affect reporting and tax work.
Discuss your accounting needsWho this is for
Businesses with inaccurate books, unreconciled accounts, duplicate transactions, or balance-sheet problems.
What can change the scope
The final scope depends on the accounting system, transaction volume, reporting period, entity structure, payroll, and condition of the records. We confirm those facts before work begins.
Common triggers
- Bank accounts do not reconcile
- Owner activity is mixed into business accounts
- Balance-sheet accounts contain old or unexplained items
What we check first
- Unreconciled bank and card accounts
- Duplicate, uncategorized, and misclassified transactions
- Payroll clearing, loans, equity, and owner draws
Process and likely scope
We assess the affected periods and accounts, document open questions, correct supported items, reconcile the records, and explain what remains unresolved.
A defined cleanup period, reconciled accounts where records support it, corrected classifications, and a handoff plan.
What to provide
Statements, transaction support, prior reports, payroll records, loan statements, and context for owner or unusual transactions.
Questions about bookkeeping cleanup services
What does this service include?
Bookkeeping cleanup for inaccurate, unreconciled, or disorganized records before tax filing, financing, or ongoing bookkeeping. The exact scope depends on the systems, periods, records, and reporting needs reviewed during the consultation.
How do we start?
Start with a consultation and share the systems, deadlines, and records that need attention. We will clarify the practical next step before work begins.