Bookkeeping Cleanup Services

What's Included

• Review of your existing bookkeeping records

• Correction of misclassified transactions

• Bank and credit card reconciliations

• Identification and removal of duplicate entries

• Organisation of uncategorised transactions

• General ledger review

• Preparation of accurate financial reports

• Organize and update your chart of accounts

• QuickBooks Online cleanup and corrections

When Do You Need a Bookkeeping Cleanup?

A cleanup may be right for you if:

• Your bookkeeping is months or years behind.

• Your bank accounts don't reconcile.

• Your financial reports don't look accurate.

• Transactions have been categorised incorrectly.

• You're preparing for tax season.

• You've changed bookkeepers.

• You want reliable financial reports before making business decisions.

Our Process

1. Initial Assessment

We review your existing bookkeeping records to understand the current state of your books and identify areas requiring attention.

2. Cleanup

We correct errors, categorise transactions accurately, reconcile accounts, and organise your financial records.

3. Review

Once the cleanup is complete, we review the records to ensure everything is accurate, complete, and ready for  ongoing bookkeeping.

4. Recommendations

Where appropriate, we recommend improvements to help maintain accurate books going forward.

Get Started

Have questions or ready to get your bookkeeping on track? Request a free consultation or contact us to discuss how we can support your business.