The period is confirmed after reviewing the file and available records. Older or multi-year work may require a larger scope, more source documents, and coordination with the business's CPA.
Bookkeeping · Project service
Bring overdue or disorganized books back under control.
Cleanup and catch-up work helps technology, digital, and other service businesses address overdue records, unreconciled accounts, transaction errors, and inconsistent bookkeeping so they can move forward with a clearer starting point.
- Starting price
- $750 / project
- Scope
- Confirmed after review
- Next step
- Monthly or CPA handoff
Who it is for
For books that need correction before they can become current.
Cleanup is a defined project for businesses that are behind, changing providers, preparing for year-end, or unsure whether their existing balances are reliable.
- Books that have not been reconciled consistently
- Several overdue months or periods
- Unclear opening balances or duplicate entries
- Misclassified or incomplete transactions
- Disorganized accounts payable or receivable
- Records that need preparation before a CPA handoff
Project scope
Cleanup starts with understanding what is incomplete or unreliable.
A review of the current file, available statements, prior reports, and outstanding questions is used to define the periods and accounts that need work.
The quote and timeline depend on transaction volume, number of periods, availability of source documents, complexity of corrections, and how quickly missing information can be provided.
What cleanup can include
Reconcile, correct, organize, and document the books.
The final work plan is tailored to the file. Cleanup may be light correction work or a more involved catch-up project across several periods.
- Prior-period bank and credit-card reconciliations
- Transaction corrections and reclassification
- General-ledger review and adjustments
- AP and AR organization
- Review of missing or duplicate activity
- Cleaner year-end record organization
Process
A defined path from assessment to a usable handoff.
The work begins with a scoped review, followed by access and document collection. Reconciliation and correction work is completed in agreed stages, with questions grouped where practical to reduce back-and-forth.
At completion, the business receives the agreed updated records and reports, together with a clear list of any remaining limitations or items requiring another professional.
- Assess the file and define affected periods
- Confirm access, documents, and responsibilities
- Reconcile and correct the agreed accounts
- Review results and unresolved items
- Complete the handoff or begin a monthly service
Year-end and continuity
Move from cleanup to a cleaner monthly process.
ISKRQ can organize year-end bookkeeping information and coordinate the handoff to your existing CPA or a CPA partner. Tax advice and tax filing are completed separately by the CPA.
After cleanup, Monthly Bookkeeping can keep the records current. If disconnected systems or manual workflows contributed to the problem, Books Setup & Workflow Automation can address the underlying process.
Pricing
From$750starting per project
Final pricing and timing depend on the number of periods and accounts, transaction volume, document availability, condition of the books, and complexity of required corrections.
Cleanup does not include tax filing, tax or legal advice, audit, assurance, or unsupported reconstruction where reliable source information is unavailable.
See all pricing and scope factorsFrequently Asked Questions
What to know about bookkeeping cleanup.
Let's Connect
Let's talk about bookkeeping cleanup.
Tell us about your current setup and what you need to improve. We'll review the information, confirm whether we're a good fit, and outline the scope and next steps.
hello@iskrq.com