Bookkeeping Cleanup — Basic

Clean Up and Correct Your Bookkeeping — Up to 250 Transactions

If your QuickBooks or Xero records contain incorrect categories, unreconciled transactions, duplicate entries or other bookkeeping errors, our Bookkeeping Cleanup — Basic package will help get your books organized and back on track.

This one-time service is designed for small businesses that already have bookkeeping records in place but need them reviewed, corrected and properly organized.

What You Get:

• Cleanup of up to 250 existing transactions
• Review of up to 2 bank or credit card accounts
• Transaction categorization and recategorization
• Review of uncategorized transactions
• Bank and credit card reconciliation
• Review and correction of obvious duplicate transactions
• Review of income and expense classifications
• Basic Chart of Accounts review and cleanup
• Correction of obvious bookkeeping errors within the included scope
• Review of opening and ending account balances where supporting information is available
• Profit & Loss Statement after cleanup
• Balance Sheet after cleanup
• Summary of major corrections made
• 1 revision round for corrections within the original scope

Ideal For:

• Small businesses with messy bookkeeping records
• Businesses with incorrectly categorized transactions
• QuickBooks or Xero accounts that are not properly reconciled
• Businesses preparing their records for ongoing monthly bookkeeping

Supported Software:

QuickBooks Online or Xero.

Estimated Turnaround:

Approximately 5–7 business days after receiving complete access and supporting information.

Important:

This package is for cleaning up existing bookkeeping records. It does not include tax preparation, tax filing, payroll processing or rebuilding extensive periods of completely missing bookkeeping records.