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(727) 469-3550

Accurate, Scalable Bookkeeping for Service-Based Businesses

Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes

Bookkeeping Clean-Up — Get Your Numbers Back on Track

If your books feel messy, behind, or a little stressful, you’re not alone. Clean-up bookkeeping brings everything current, fixes errors, and organizes your accounts so you can make decisions with confidence. Whether it’s a few months or a few years, we’ll help you catch up—calmly, accurately, and fast.

We know it can feel intimidating to hand over your books when things aren’t perfect — but that’s exactly when we can help most. There’s no judgment here, just understanding and experience. Every successful business owner has faced a point where they needed a fresh start, and cleaning up your books is simply part of that journey. Once everything is organized and accurate, you’ll feel lighter, more in control, and able to focus on the parts of your business that truly matter.

Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes

Signs It’s Time to Clean Up

  • Bank feeds out of sync or uncategorized transactions piling up

  • Duplicate entries, negative balances, or “mystery” vendor totals

  • Sales not matching deposits; overdue reconciliations

  • Tax time panic or investor/lender requests you can’t easily answer

Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes

Who Needs a Clean-Up (and When)?

  • Bank feeds out of sync or uncategorized transactions piling up

  • Duplicate entries, negative balances, or “mystery” vendor totals

  • Sales not matching deposits; overdue reconciliations

  • Tax time panic or investor/lender requests you can’t easily answer

Ideal Timing

What Our Clean-Up Service Includes

The Essentials (Done Right)

  • Bank & credit card reconciliations: Month-by-month tie-outs to statements

  • Transaction re-coding: Correcting categories, classes, locations, projects

  • Sales & deposits matching: Aligning invoices, payouts (Stripe/Shopify/PayPal)

  • Vendor & expense audit: Eliminating duplicates; fixing 1099-eligible vendors

  • Balance Sheet tune-up: Clearing old A/R, A/P, and undeposited funds

  • Sales tax review (if applicable): Liability checks and filing readiness

  • Financial reports pack: P&L, Balance Sheet, Cash Flow, plus trends & KPIs

Optional Add-Ons

  • Cleanup of payroll historicals and mapping to GL

  • Inventory and COGS corrections

  • Project/class profitability rebuilds

Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes
Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes

How Clean-Up Works (Simple, Secure, Step-by-Step)

Step 1 - Quick Discovery

We review your current QuickBooks Online file, connected bank/credit accounts, and third-party integrations (Stripe, Gusto, etc.). You’ll receive a scope outline and flat-rate or phased quote.

Step 2 - Secure Access & Checklist

We review your current QuickBooks Online file, connected bank/credit accounts, and third-party integrations (Stripe, Gusto, etc.). You’ll receive a scope outline and flat-rate or phased quote.

Step 3 - Clean-Up & Reconcile

We review your current QuickBooks Online file, connected bank/credit accounts, and third-party integrations (Stripe, Gusto, etc.). You’ll receive a scope outline and flat-rate or phased quote.

Step 4 - Verify & Deliverables

We review your current QuickBooks Online file, connected bank/credit accounts, and third-party integrations (Stripe, Gusto, etc.). You’ll receive a scope outline and flat-rate or phased quote.

Step 5 - Hand-Off or Onging Care

We review your current QuickBooks Online file, connected bank/credit accounts, and third-party integrations (Stripe, Gusto, etc.). You’ll receive a scope outline and flat-rate or phased quote.

Bookkeeping, Accounting, Bookkeeper, Accountant, Bookkeeper Near Me, Taxes

What We Need From You (Short List, Big Results)

Documents & Access

  • 12–24 months of bank/credit card statements (PDFs)

  • Merchant payout summaries (Stripe, PayPal, Shopify, Square)

  • Payroll registers and tax filings (if applicable)

  • Loan or amortization schedules

  • Accountant access to your QuickBooks Online file

Documents & Access

Set aside 30–60 minutes weekly for brief approvals and review calls.
If you prefer to delegate completely, we’ll keep you informed with simple summaries — your books stay clean, and you stay focused on growing your business.

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