Service
Bookkeeping cleanup services
For books that exist but are wrong.
Overview
Bookkeeping cleanup is a one-time project that corrects books which exist but are wrong — mis-categorised transactions, accounts that were never reconciled, and balances that no longer tie to reality.
Books rarely go wrong all at once. A category gets picked in a hurry, a reconciliation gets skipped one busy month, an owner's personal expense goes through the business account, and a year later the numbers no longer describe the business. You usually find out at the worst moment — during a tax filing, a due diligence request, or a loan application.
A cleanup fixes that from the ledger up rather than papering over it. We work backwards through the affected periods, reconcile every account to statement, correct the coding, and hand you back books you can actually file and borrow against.
What the project covers
- A diagnostic review of how far back the problems go and what caused them
- Reconciliation of every bank, credit card and merchant account to statement
- Re-categorisation of transactions against a corrected chart of accounts
- Separation of personal and business transactions
- Clearing suspense and uncategorised accounts to zero
- Correction of opening balances, fixed assets and loan schedules
- A written summary of what was wrong, what changed, and why
Get started
Ready to stop chasing your own books?
Book a free, no-obligation call and get a written read on where your finance function stands today.
Thirty minutes · No obligation · Free financial health review