How do I know if my books need a cleanup?

Common signs are a bank balance that does not match your books, numbers that feel wrong, large uncategorized entries, or accounts that have not been reconciled in months.

Is the diagnostic review free?

Yes. We review your accounts, identify what needs fixing, and send a written summary with a flat fee quote, with no obligation to proceed.

How long does a cleanup take?

Most cleanups take one to four weeks depending on how many months are involved and how quickly we receive supporting documents.

What do I get when it is done?

Reconciled accounts, a corrected chart of accounts, accurate statements for every period covered, and a summary of what was fixed and why.

All ServicesBooks Cleanup Guide

The Bookkeeping Cleanup Checklist

When your books contain errors, a cleanup gets them back to accurate. This checklist walks through exactly what to review, in what order, so you can find what is broken and understand what it takes to fix it.

Start with a diagnostic review

Before fixing anything, review the whole file to see what is actually wrong. A good diagnostic surfaces unreconciled accounts, miscategorized transactions, duplicates, and balance sheet accounts that do not tie out, so the cleanup is targeted rather than guesswork.

The cleanup checklist

Work through each of these. Together they cover the issues that make books unreliable.

Track your progress0 of 5

Confirm the result

When cleanup is finished you should have fully reconciled accounts, a corrected chart of accounts, accurate financial statements for every period, and a clear record of what was fixed. From there, a monthly routine keeps it accurate.