- Record condition assessed first
- Likely time estimated
- Work can be divided into phases
- Approval limit set before expansion
- Ongoing bookkeeping recommended after stabilization
Bring the books forward without guessing the effort.
Catch-up and cleanup work is $175 an hour. The team reviews the number of periods, accounts and record condition before estimating the work.
Ten accounts are not the same as one.
Cleanup can mean one missed reconciliation or years of incomplete records. A useful estimate needs the actual number of accounts, periods and missing items.
The team can phase the work so the most urgent periods or filings are handled first.
You approve the estimate and the point where additional authorization is required.
Cleanup is added professional work
Access continues at $9.99 a month before, during and after the project unless membership is canceled. If cleanup moves into a monthly bookkeeping package, that package includes Access.
Diagnose, rebuild and stabilize.
Diagnose
Identify missing periods, unreconciled accounts and unreliable balances.
Rebuild
Bring transactions, reconciliations and supporting schedules into order.
Stabilize
Set a cleaner workflow and move current books into an ongoing rhythm.
Know why the price is reviewed.
Can you quote cleanup from a short form?
The form gives a starting picture, but the estimate depends on the actual records and missing periods.
Does the hourly rate include Access?
Individual cleanup work requires active Access. Access is separate unless the customer also chooses an ongoing package that includes it.
Can cleanup turn into monthly bookkeeping?
Yes. Once the records are current, the team can recommend the bookkeeping package that fits the ongoing activity.
Ready to understand what catching up will take?
Share the periods, accounts and current condition for a reviewed estimate.