A defined cleanup period
We establish the months and accounts in scope so the project has a clear beginning, endpoint, and source-document list.
Get unstuck
Bookkeeping cleanup and catch-up services for Atlanta businesses.
Missing months, unexplained balances, or a change of bookkeeper can leave you unsure where to start. We assess your QuickBooks Online records, define the affected periods, and separate the diagnosis from the correction work. Remote cleanup for owner-led U.S. service businesses, with an Atlanta focus.
Is this the right starting point?
This service may fit if…
- Several months of transactions have not been categorized or reconciled.
- Your reports do not agree with bank, credit-card, loan, or processor balances.
- Tax preparation is approaching and the records are not ready.
- You inherited a file with duplicated accounts, old balances, or unclear entries.
What the work covers
A defined scope with useful outputs.
Every engagement is tailored to the condition and complexity of your records. These are the core outcomes we discuss when shaping the scope.
Reconciled core accounts
We work through the agreed bank, credit-card, loan, and payment activity to identify gaps and bring balances into alignment.
Resolved bookkeeping issues
Uncategorized activity, duplicates, stale balances, and structural problems are reviewed and addressed with appropriate support.
A practical handoff
You receive a summary of work completed, remaining questions, and the recommended process for staying current.
How we move forward
A careful process, explained in plain English.
- 01
Assess before changing
We review the file, identify the affected periods, and determine which source records are available before proposing the scope.
- 02
Repair in sequence
We work account by account and period by period, preserving an understandable trail instead of forcing balances to fit.
- 03
Verify and move forward
We review the resulting reports, flag unresolved items, and help you choose monthly support or a sustainable internal routine.
What better looks like
Progress you can recognize.
A clearer view of what is reliable—and what still needs attention
Reconciled historical activity for the agreed period
More organized records for the tax-preparation process
A realistic path from cleanup to a monthly close
Common questions
Know what to expect.
What is the difference between catch-up and cleanup bookkeeping?
Catch-up bookkeeping completes periods that have not been recorded or reconciled. Cleanup reviews and corrects problems in existing records, such as duplicates, inconsistent categories, or unexplained balances. Your QuickBooks Online file may need both. We define the affected months, accounts, supporting records, and work required before agreeing to a project.
Do you provide QuickBooks Online cleanup?
Yes. Our published cleanup service is for owner-led U.S. service businesses using QuickBooks Online, subject to review of the entity, account activity, and record condition. It covers the agreed historical bookkeeping work, not general software troubleshooting. Other software, migrations, inventory, job costing, client or trust funds, digital assets, foreign operations, and multi-entity work are outside the published package.
What information determines my cleanup quote?
We consider the months behind, the number and type of accounts, transaction activity, the last completed reconciliations, and any missing statements or supporting records. Existing errors may require correction even when transactions have already been entered. Cleanup starts at $350 per open month with a $1,050 minimum. The final scope, responsibilities, and price are agreed before correction work begins; the starting price is not a flat fee for every file.
Does the $295 Books Health Check include corrections?
No. It is a limited, read-only assessment and written recommendation. Corrections require a separate agreed scope and price. Cleanup starts at $350 per open month with a $1,050 minimum; the actual fee depends on the accounts, affected periods, complexity, and available evidence. Follow-on work is optional.
Can you help me switch from another bookkeeper?
We can assess the handoff before agreeing to ongoing work. Useful starting records include your QuickBooks access, recent statements and reports, the last reconciled period, and unresolved questions. Historical cleanup and monthly service are scoped separately; missing records may affect the sequence and timing.
How long does a cleanup project take?
It depends on the number of months and accounts, the condition of the file, and how quickly supporting records and answers are available. We define the scope after an initial assessment rather than promise a generic timeline.
Will you delete old transactions and start over?
Not as a default approach. Cleanup should preserve a supportable history. We review the available evidence, document open questions, and avoid unsupported changes simply to make a balance disappear.
What if cleanup affects a return that was already filed?
We will identify the bookkeeping issue. Whether a previously filed return needs attention should be determined with the appropriate tax professional based on the specific facts.
Your next step
Ready to discuss catch-up & cleanup?
Use the fit check and complimentary 15-minute call to explain where things stand. We will recommend the most useful starting point and tell you plainly if the fit is not right.