Bookkeeping Cleanup
Messy books
don’t just sit there.
They compound.
Transactions get harder to remember.
Invoices go missing.
Payments get duplicated
Expenses end up in the wrong places.
Reports stop matching what actually happened.
What starts as a few transactions you mean to come back to turns into months of financials you can’t trust.
And eventually, you stop trusting your own numbers.
You don't know exactly what you made.
You're not sure what you owe.
You hesitate before spending, hiring, paying yourself, filing taxes, or making the next big move because you don't know whether the numbers in front of you are right.
The longer inaccurate books sit, the more expensive, time-consuming, and difficult they become to untangle.
You don’t need to know how to fix it.
That’s our job.
We go back through the mess, find what happened, fix what’s wrong, and rebuild your books into numbers you can rely on again.
How To Know If You Need A Bookkeeping Cleanup
Your books are months (or years) behind.
01
You’ve been meaning to catch up, but transactions keep piling up and you’re no longer sure where to start.
Balances look strange, reports don’t make sense, or you find yourself checking the bank account instead of relying on your books.
02
You don’t trust the numbers in QuickBooks.
Your bank or credit card balances don’t match QuickBooks, and you’re not sure what’s causing the difference.
03
Your accounts won’t reconcile.
Duplicate transactions, uncategorized activity, old unpaid invoices, strange balances, or transactions sitting where they clearly don’t belong.
04
You keep finding things that look wrong.
Tax time or a major decision is coming up — and your books aren’t ready.
05
You need accurate financials for taxes, financing, planning, selling the business, or simply understanding how the business is actually doing.
You inherited a bookkeeping mess.
Maybe you took over the books from another bookkeeper, an employee, a previous owner, or your past self — and you don’t know what’s correct anymore.
06
What’s Included In A Bookkeeping Cleanup
Review the books and find what’s wrong
We start by looking across your accounts, reports, balances, and transaction history to understand where the books broke down. That may mean missing activity, old or strange balances, unreconciled accounts, duplicate entries, or transactions that were handled incorrectly.
Reconcile bank and credit card accounts
We work through the statements period by period and compare them to what’s in QuickBooks. Missing transactions, duplicates, transfers, timing differences, and unexplained discrepancies are traced until the accounts agree with what actually happened.
Correct transactions and accounting treatment
Transactions that were categorized, duplicated, omitted, or recorded incorrectly are corrected. We also review things that need more judgment — like loans, owner activity, reimbursements, merchant fees, payroll activity, refunds, and transfers — so they land where they actually belong.
Clean up receivables, payables, and old balances
Old invoices, payments, credits, vendor bills, deposits, and balances that no longer make sense are reviewed and corrected so your books don’t continue carrying outdated or inaccurate amounts forward.
Fix the Balance Sheet and prior period errors
We investigate balances that shouldn’t be there, accounts that don’t tie out, and mistakes that have been rolling forward from earlier months or years. Necessary bookkeeping adjustments are made so the Balance Sheet reflects the business you actually have today.
See the real story behind your past numbers
Once the underlying books are corrected, we prepare and review your financial reports so you can finally see what those past months or years actually looked like — what the business earned, what it owed, where the money went, and how it was really performing.
Testimonials
Hear From Those We’ve Helped
Benefits of Clean Books
Know exactly what’s happened in your business.
No more wondering which balance is right or whether the reports can be trusted. You have numbers that reflect what actually happened in the business.
You can finally see what those missing months were telling you.
You can look back and understand what you earned, what you spent, where the money went, and how the business was really performing.
Tax time and big decisions stop feeling like emergencies.
Your records are organized, reconciled, and ready when your CPA, lender, advisor, or another professional needs them.
You stop carrying the books around in your head.
You don’t have to keep mentally tracking what still needs fixing, what might be wrong, or what you forgot to enter.
And you don’t have to let them get messy again.
Once the cleanup is finished, your books have a clean starting point going forward. Cleanup fixes the past. Monthly bookkeeping keeps it clean.
If you’d like ongoing support after the cleanup, you can learn more about our Monthly Bookkeeping services.
BOOKKEEPING CLEANUP PRICING
Every cleanup is different. A business that needs one recent month corrected is a very different project from one with several years of activity to rebuild. Your cleanup fee is based on the amount and complexity of work your books need.
Pricing that reflects the work.
What does cleanup typically cost?
Light cleanups may fall around $500–$1,500.
More involved cleanups can range from $1,500–$5,000.
Large multi-year cleanups can reach $8,000–$25,000+.
Your quote will depend on things like how many months or years need cleanup, transaction volume, number of bank and credit card accounts, accounts receivable and payable, payroll, and sales tax activity.
Before any cleanup work begins, we’ll review your books and provide a quote based on the condition of your books. You’ll know exactly what the project will cost before deciding to move forward.
The Credentials Behind LedgeGo
A foundation in accounting. Trusted tools. Real expertise.
Honors B.S. in Accountancy, 2013
Valedictorian, Summa Cum Laude — Highest Honors
M.S. in Accountancy, 2014
Summa Cum Laude
Messy books can cost you real money — even when you don’t realize it.
DID YOU KNOW?
Your tax return, loan applications, and major business decisions all depend on the numbers in your books.
When those numbers are incomplete or inaccurate, you may miss deductions, pay more tax than necessary, look less profitable to a lender, or make decisions based on a version of your business that isn’t real.
Ignoring the books doesn’t protect you from any of it.
Every month you put them off adds more transactions to sort through, more history to reconstruct, and more chances for old mistakes to keep affecting the numbers you’re using today.
On top of that, if the IRS ever asks you to support the income or deductions on a return, you’ll need records that back those numbers up. When the books are disorganized, incomplete, or wrong, you may suddenly be trying to reconstruct years of financial activity under pressure.
That’s what LedgeGo is here to fix.
We go back through the books, figure out what happened, correct what’s wrong, and rebuild the financials so you know what you earned, what you owe, what you can trust, and where your business actually stands.
Here’s exactly what happens next.
We make it easy to get your books cleaned up. Here’s what you can expect.
Book a free call
Tell us about your business and what's going on with your books. We'll answer your questions and see if we're a good fit.
Share your books
You'll give us secure access to your accounting platform (such as QuickBooks Online) and share relevant records.
We review & assess
We'll take a look at your current setup, the scope of the cleanup, and what's needed to get you current.
You get a proposal
We’ll walk you through what we found and provide a clear, customized quote based on the work required.
You approve
Once you approve the proposal, we’ll send over your engagement letter. Once it’s signed and the project fee is paid, we’re ready to begin.
We clean up your books
We get to work — reconciling accounts, correcting errors, bringing your books up to date, and keeping you in the loop along the way.
Ready to get started? Choose a time below ↓
You take care of the business.
We’ll take care of your books.
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