Bookkeeping Cleanup Services

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: Cleanup corrects and reconciles the records identified in the written scope. A correction may increase, decrease, or leave reported income unchanged; no 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 advantage: Most bookkeeping cleanup services are done by bookkeepers who fix the data but miss the tax implications. A CPA-led cleanup finds misclassified expenses that affect your tax liability, flags missing 1099s, identifies depreciation errors, and ensures your books align with IRS requirements. The result isn't just clean books - it's clean books that save you money at tax time.

Common issues I fix during cleanup: Duplicate transactions from overlapping bank feeds and integrations (the #1 cause of inflated income), gross vs. net revenue errors from payment processors like Stripe and Square (which can distort financial statements by the full amount of unrecorded processing fees), growing Undeposited Funds balances that create phantom assets, and misclassified personal vs. business expenses that distort both your tax return and financial statements.

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.