CPA-led bookkeeping cleanup under a confirmed written scope.
Bookkeeping cleanup (also called catch-up bookkeeping) is a CPA-led review of identified incomplete or backlogged records. Under an accepted scope, Monaco CPA may review transaction categories, reconcile specified bank and credit-card accounts, address duplicates, and produce scope-limited reports from the supplied records. QuickBooks Online and FreshBooks may be supported. Any offered flat fee starts at $750 and is confirmed after contact-form intake; completeness or a particular financial-statement result is not promised.
If your books are behind, a written bookkeeping-cleanup scope can identify the periods, accounts, and records to be corrected and reconciled.
Greg remains responsible for every cleanup engagement and reviews, approves, and signs all client-facing work. Greg is the sole practitioner. That accountability keeps tax-sensitive classification issues visible throughout the cleanup process.
After contact-form intake, any offered bookkeeping-cleanup scope states a flat fee and covered work in writing; additional work requires separate written approval.
Scope and result: Accepted cleanup addresses and reconciles only the records identified in the written scope. An adjustment may increase, decrease, or leave reported income unchanged; no completeness, deduction-recovery, or tax-savings result is promised.
How it works: Submit the contact form for intake. If work is offered, the written scope identifies the periods, accounts, client-provided records, fee, and estimated timing. Accepted cleanup then addresses only those covered records; no response, completion date, completeness, or tax outcome is promised.
CPA-led review: A cleanup can identify classification, information-return, depreciation, and reconciliation issues within the accepted written scope. Correcting an item may increase, decrease, or leave tax unchanged; the records and applicable law determine the result, and no savings or completeness outcome is promised.
Issues a cleanup may address: Duplicate transactions from overlapping bank feeds, gross-versus-net revenue entries, unsupported Undeposited Funds balances, and personal-versus-business classification questions. Whether an issue exists and how it affects the records depend on the source documents and accepted scope.
When to get a cleanup: You need a cleanup if your tax preparer flagged errors, your previous bookkeeper left a mess, you've been doing your own books on spreadsheets, or you've simply fallen behind. Earlier records may reduce the amount of reconstruction required, but cost and tax effects depend on the actual records.
Share the basics through the contact form. Any response, availability, scope, and timing are confirmed only in writing; no call or consultation is promised.
Get StartedView PricingThe written engagement and intake instructions describe the expected steps from first contact through the accepted work; timing and steps may vary with the agreed scope and client-supplied information.
I review your QuickBooks/FreshBooks file (or bank statements) and assess the scope of the cleanup.
If work is offered, the covered records, fee, estimated timing, and assumptions are stated in writing before the engagement is accepted.
I work through each month: recategorizing transactions, reconciling accounts, removing duplicates, and fixing errors.
You receive an organized P&L and balance sheet for each corrected period for tax preparation and routine internal review. Lender, investor, fundraising, and due-diligence packages are not included.
Optional: move to ongoing monthly bookkeeping ($300/mo) so the books stay clean going forward.
If a response or scope is offered after contact-form intake, it will state availability and next steps in writing. Work starts only after you separately accept written scope and pricing.
Use of this website does not create a CPA-client relationship.
Tax advice disclaimer: This material is for general educational information only and is not legal, tax, or accounting advice for your specific facts. A CPA-client relationship is formed only through a signed engagement letter.