Cleanup & Catch-Up

Get current and get clean—fast.

Who it’s for

• You’re behind on reconciliations or your QBO file is full of uncategorized transactions.
• You need clean books for tax season, a loan application, or decision clarity.

What’s included

• Historical transaction cleanup and categorization
• Reconciliation catch-up (bank + credit cards)
• Balance sheet scrubbing (duplicate/ghost balances, misposted items)
• Clean financial statements at completion

Timeline

Most cleanups are completed in 2–4 weeks depending on how many months are behind and complexity.

Pricing

Custom quote based on scope.