Cleanup Project
Subject to consultation
For businesses with behind, messy, uncategorized, or inconsistent books that need to be cleaned before monthly reporting becomes useful.
Includes
- Review of existing transactions
- Categorization of past activity
- Bank and credit card reconciliation support
- Identification of bookkeeping inconsistencies
- Cleanup summary with recommended next steps
How it helps
- Creates cleaner records
- Makes prior activity easier to understand
- Reduces confusion before tax season
- Gives the owner a clearer starting point
Best for
- Businesses behind on bookkeeping
- Owners unsure whether their books are accurate
- Businesses preparing to hand records to a CPA or tax professional