Cleanup & Catch-Up Bookkeeping
Starting at
$
1,200
About this service
Summary
Deliverables
FAQ
FAQs
What is Cleanup & Catch-Up Bookkeeping?
Cleanup & Catch-Up Bookkeeping is a corrective, time-bound service designed to bring incomplete, inaccurate, or outdated financial records to a reliable and usable state.
When is cleanup required?
Cleanup is required when financial records are incomplete, inaccurate, or not ready for reliable reporting or ongoing monthly support. It is often identified through a Financial File Review or during onboarding into monthly services.
Is cleanup mandatory before monthly services?
If the financial records are not in a reliable state, cleanup is required before ongoing monthly services can begin. This ensures that monthly support starts from a solid foundation.
How far back does cleanup go?
The cleanup period depends on the condition of the financial records and the agreed scope. This may range from a few months to multiple fiscal periods, depending on what is required.
How long does cleanup take?
Cleanup timelines vary based on scope and complexity. Estimated timelines are provided once the cleanup scope has been defined and agreed upon.
Is cleanup priced hourly?
No. Cleanup & Catch-Up Bookkeeping is scoped and priced as a fixed-fee service based on the condition and complexity of the records. This avoids surprises and ensures clear expectations.
Can I request cleanup without ongoing monthly services?
Yes. Cleanup & Catch-Up Bookkeeping can be completed as a standalone service. There is no obligation to continue into ongoing monthly support.
Does cleanup include advisory or process redesign?
No. Cleanup focuses on correcting and completing historical bookkeeping. Advisory services, process improvements, or ongoing support are not included.
What happens after cleanup is completed?
Once the cleanup is completed, the financial records are prepared for reliable reporting. Organizations may continue managing their books internally, work with another provider, or proceed into Monthly Bookkeeping & Payroll – Ongoing Finance Support.
What's included
Historical Bookkeeping Completion
Completion of outstanding bookkeeping for the agreed-upon historical periods to ensure all financial activity is accurately recorded.
Corrections & Adjustments
Correction of identified errors and misclassifications impacting financial accuracy and reporting reliability.
Account Reconciliations
Reconciliation of key balance sheet accounts for the agreed-upon periods to establish reliable financial balances.
Structural Clean-Up
Cleanup and adjustment of the chart of accounts and bookkeeping structure as required to support accurate reporting.
Cleanup Summary & Readiness Confirmation
Confirmation that the agreed-upon cleanup scope has been completed and that the file is ready for ongoing monthly finance support, where applicable.
Duration
4 weeks
Industries