Sound familiar?
Signs your books need a cleanup
If any of these sound like you, you are not alone. This is exactly what we fix.
The work
What this service actually does
Bad books are not just messy. They are costing you real money in bad decisions, missed deductions, and conversations with your CPA that go nowhere because the numbers cannot be trusted.
We go through your accounts month by month, reconcile everything against your actual bank and credit card statements, correct what is miscategorized, remove duplicates, and rebuild your financials from the ground up.
Most cleanup clients come to us after months or years of neglected books. We have seen it all. There is no judgment here, only a clear process to get your books right.
"You cannot make good decisions on bad data. The cleanup is where the truth comes out."
Elena Kritopulos
Founder, KeepBookers
How it works
Our cleanup process
Four clear steps from messy to clean. No surprises, no guesswork.
01
Discovery call
We scope the work together before anything starts. We look at how far behind you are, how many accounts need reconciling, and how complex your situation is.
02
Access and intake
You give us read-only access to your bank accounts and your QuickBooks file. We review everything and create a cleanup plan with a firm quote.
03
The actual cleanup
We work through each month chronologically: reconcile accounts, correct categories, resolve duplicates, and make sure every transaction is accounted for.
04
Handoff and review
When the cleanup is complete, we walk you through everything we changed and why. You get clean financials for every period cleaned.
Deliverables
What you get
- Full reconciliation of all bank and credit card accounts
- Corrected and categorized transactions for every month cleaned
- Removal of duplicate entries and resolution of errors
- Accurate P&L and balance sheet for each cleaned period
- Cash flow clarity across the periods we cover
- Written summary of every change we made and why
- Clean handoff so your books are ready for your CPA or ongoing work
Pricing and timeline
Scoped, not flat-rate
Every cleanup is scoped individually before we start. We price based on how many months need cleaning, how many accounts are involved, and what the complexity looks like — not a flat rate that overcharges simple situations or underestimates complicated ones.
Most cleanups take 4 to 6 weeks per year of history cleaned. You will have a clear quote and timeline before any work begins.
Most clients are surprised it is less than they expected.
The scope call is always free. No commitment required to get a quote.
Common questions
What people ask before they hire us
Ready to get started?
Let's scope your cleanup
Book a free 30-minute discovery call. We will walk through your situation, tell you exactly what needs to be done, and give you a quote before anything starts.
No commitment. No pressure. Just a straight conversation about your books.