Get unstuck

Bookkeeping cleanup and catch-up services for Atlanta businesses.

Behind does not mean broken. We assess what is missing, work through unreconciled activity and unreliable balances, and create a cleaner starting point for tax preparation or ongoing monthly support.

Get my books current Or call (404) 997-3166

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.

A defined cleanup period

We establish the months and accounts in scope so the project has a clear beginning, endpoint, and source-document list.

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

Scope, price, and first steps

Know what you are paying to put right.

A missing month and an unreliable balance require different work. We first identify the affected periods, available statements, and unresolved questions so the cleanup has a defined endpoint.

$295 fixed fee

72-hour Books Health Check

A limited, read-only review that turns an uncertain QuickBooks file into a written starting point and a fixed-scope recommendation within 72 hours after complete access and requested records arrive.

The assessment identifies the work; corrections are a separate engagement.

See an illustrative assessment →

From $350 per open month; $1,050 minimum

A separately scoped cleanup project

The written scope names the months, accounts, source records, exclusions, and payment milestones. Complexity and missing evidence can change the scope and price.

Read the starting prices and fit criteria →

Recognize the starting problem

Examples include deposits that appear twice, bank balances that do not reconcile, unexplained opening balances, and uncategorized activity carried from month to month. A statement or other source record helps determine what happened; an unusual balance alone does not prove an error.

What we need from you

Agreed QuickBooks access, statements for the accounts and periods in scope, supporting records for unclear transactions, and answers to open questions. The initial fit check asks about scope; exchange financial records through the agreed onboarding process.

What the handoff contains

The handoff identifies the periods and accounts worked on, the resulting reports, unresolved questions, and the next steps for staying current. An unsupported item remains an open question until the evidence is available.

Agree on the boundary before work begins

These packages cover a focused service business. Inventory, job costing, trust or client funds, cryptocurrency, foreign operations, and complex consolidations need a different scope or specialist. Tax preparation, payroll processing, sales-tax filing, and assurance work are not included.

Check the full fit and exclusions →

A useful first step when the file is uncertain

See the questions, evidence limits, and next-step recommendation in our sample Books Health Check. It is an illustrative example, not a client result. Your engagement letter sets the actual deliverables, timing, responsibilities, and fee.

Meet Alex Cruzet and read about the practice →

Common questions

Know what to expect.

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.

Check my fit and get a fixed price Call (404) 997-3166