Cleanup and project based bookkeeping to get the books stable
When the books are behind, inconsistent, or difficult to trust, a time-boxed cleanup can reset the foundation. We focus on reconciliations, categorization standards, and a plan your team can maintain going forward.
Who this is for
This is a project-style engagement designed to catch up and stabilize books—then hand off to a maintainable cadence.
Behind or inconsistent
Months are unclosed, reconciliations are incomplete, or the chart of accounts is messy.
Transition points
New software, new processes, or changes in responsibility require a reset and documentation.
Need a clean baseline
You want a stable starting point for reporting, budgeting, or operational planning.
What’s included
A time-boxed plan to catch up, reconcile, and standardize.
- Initial assessment and cleanup plan (priorities + timeline)
- Catch-up categorization and reconciliation work (time-boxed)
- Chart of accounts clean-up and consistent categorization rules
- Close checklist and handoff documentation to keep it clean afterward
- Internal-use financial statements for the cleaned periods
- Recommendations for the right ongoing tier once stable
How it differs from other tiers
Cleanup is project-based and time-boxed. The ongoing tiers are monthly services designed to maintain clean books.
Compared to Basic
Cleanup is a reset to get you current; Basic is ongoing maintenance. See Basic Bookkeeping.
Compared to Full Service
Cleanup stabilizes the past; Full Service keeps month-end structured going forward. See Full Service Bookkeeping.
Compared to Plus Insights
Cleanup focuses on accuracy and consistency first. Insights and KPI cadence are typically added after the foundation is stable. See Bookkeeping + Insights.
Example use cases
Common cleanup scenarios.
Catch-up before planning
You need a clean baseline before building reports, forecasts, or budgets.
Reconciliation backlog
Bank/credit accounts haven’t been reconciled consistently and mismatches have accumulated.
Process reset
A change in tools or responsibility created inconsistencies that need standardization.
Clear scope boundaries
Cleanup projects focus on bookkeeping and financial operations support.
In scope
- Catch-up categorization, reconciliations, and close standardization
- Chart of accounts cleanup and documentation for ongoing maintenance
- Internal reporting outputs for the cleaned periods
Out of scope
- Tax filing, tax strategy, or legal advice
- Investment advice or securities recommendations
- Audits/assurance or formal attest services
Cleanup scope varies by the condition of the books and system access. Final scope is confirmed during onboarding.
Need to catch up and stabilize?
Tell us how many periods are behind and the primary issue. We’ll propose a time-boxed cleanup plan.
Related services
Explore the other services in this group.
Basic
Monthly categorization + reconciliations
Full-service
Full-cycle books + reporting cadence
Insights
Books plus KPI and trend insights
AP / Bill Pay
Bills, approvals, and payment timing
AR / Invoicing
Invoicing cadence + AR tracking