Cleaning Up Your Books Gets Your Business Caught up, Stress Free & Tax Ready
For businesses behind on their books— let’s get you caught up and stress-free.
For businesses that need to get their books in order from previous months or years. This service includes reviewing and correcting financial records to ensure accuracy and compliance (Tax-Ready Books!).
This service includes:
Reviewing and correcting prior bookkeeping
Reconciling accounts and uncategorized transactions
Catching up missed months or years
Preparing your books for tax filing or monthly service
Pricing:
Flat‑rate clean‑up (custom quote after free consultation)
+$55 per 50 additional transactions
$110/hr for unusual adjustments or specialty research
Clean‑Up is required before starting monthly packages.
Scroll down to see package pricing…
How Far behind are your books?
Basic Clean-Up —Starts at $330 flat fee*
Best for businesses just a few months behind.
Up to 3 months of transactions
Up to 2 Bank or Credit Card Accounts
Standard Clean-Up —Starts at $660 flat fee*
Ideal if you need half a year caught up.
Up to 6 months of transactions
Up to 2 Bank or Credit Card Accounts
Comprehensive Clean-Up —Starts at $1,320 flat fee*
Full-year clean-up for peace of mind and tax readiness.
Up to 12 months of transactions
Up to 2 Bank or Credit Card Accounts
Ready for Clean-Up?
All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".”
*Complexity determines the final cost
Need a Brand New Set-Up?
QuickBooks Online Basic Setup Package —Starts at $550 flat fee*
For New Business or New QBO Account
- Initial setup and customization
Up to 2 Bank or Credit Card Accounts
Up to 3 months of back dated transactions
- Plus 2 hours of online virtual training
Let’s Talk about your business needs…
🌿 Cleanup Packages – FAQs
How do I know which Cleanup package I need?
It depends on how far behind your books are. If you’re only missing a few months, Basic may be enough. If you’re several months behind, or have multiple accounts to reconcile, Standard or Comprehensive will give you the coverage you need.
What if you find more problems than expected?
That happens sometimes. If your file needs deeper work than your chosen package covers, I’ll let you know right away and apply the fee you’ve already paid toward the correct package. No surprises — just clarity.
Will my books be tax-ready after cleanup?
Yes. The goal of cleanup is to make sure your accounts are reconciled, balanced, and accurate so your accountant can file without delays.