What gets reviewed in a cleanup project
Cleanup usually includes reconciliations, correction of miscoded or duplicate entries, review of uncategorized transactions, chart of accounts cleanup, and support around sales tax issues where needed. The goal is not only to tidy the file. The goal is to get the books back to a point where the reporting can actually be trusted.
What affects the price
- How far behind the books are
- The number of accounts and transactions involved
- The quality of the records being handed over
- Whether sales tax or reporting issues need extra correction work
What you should expect at the end
At the end of a cleanup project, the business should have cleaner financial statements, a more reliable file structure, and a much easier transition into ongoing monthly bookkeeping or CPA handoff. In practical terms, it should feel like the numbers are usable again.
When cleanup is the right first move
If the books are behind, messy, or unreliable, cleanup is usually the better starting point than forcing a monthly plan on top of a weak file. Once the cleanup is complete, moving into recurring support is much smoother.