What's included
- Historical reconciliations across bank and credit card accounts
- Cleanup of uncategorized, duplicate, or misposted transactions
- Chart of accounts cleanup and sales tax review where needed
What you leave with
- Cleaner financial statements and supporting schedules
- A stronger reporting foundation and clearer file structure
- A cleaner handoff into your CPA work or ongoing monthly bookkeeping
Pricing and Scope
Cleanup work is scoped as a project. Pricing depends on how far behind the books are, the quality of the records, transaction volume, number of accounts, and how much correction work is needed before reporting is reliable again.
From $450 CAD / $335 USD
For shorter backlog periods with cleaner records and limited correction work.
Best for: shorter cleanup projects that need a lighter review before regular monthly support.
From $1,500 CAD / $1,120 USD
For businesses that need a larger project before year end reporting or CPA handoff.
Best for: businesses that need a stronger reset before moving into steady monthly bookkeeping.
Custom pricing
For multiple years, heavier account cleanup, or files that need broader correction and reporting rebuild work.
Best for: older files, multiple years, or cleanup work that needs a broader rebuild.
Cleanup often becomes the bridge into regular monthly support. Once the books are back in shape, it becomes much easier to move into a bookkeeping plan or add finance support where needed.