One-time cleanup, fixed price

Cleanup rate: $1.00 $0.70 per transaction (limited-time promotion: 30% off), minimum $200. It is not based on your revenue or profit.

Use the estimate calculator on the Pricing page. Tight budget? Contact me and we will find a scope that fits.

1. Hundreds of items sitting in "Uncategorized." I assign each one using your invoices or your answers, and ask you about the unclear ones.
2. The same payment recorded twice. The bank feed and a manual entry both added it. I find the duplicates and remove them.
3. Checks that cleared the bank but were never recorded. I add the missing transactions so the books match the statement.
4. Transfers between your own accounts counted as income and expense. This inflates both sides. I record them as transfers.
5. Months that were never reconciled. I reconcile every month against the bank and card statements until the balances agree.
6. Expenses in the wrong category. For example, materials posted as office supplies. I move them so your profit figures are true.
7. Credit card payments counted as an expense. The spending is already recorded, so this double counts it. I fix it.
8. Personal spending mixed with business. I flag it and, once you confirm, move it out of your business expenses.
9. A messy list of accounts. Duplicate and unused accounts are merged or removed so your reports are readable.
10. Bank statements in different formats or messy spreadsheets. I clean and combine them in Excel into one tidy file ready to import.
11. Loan payments recorded as one expense. I split them into principal and interest so the balance sheet and profit are right.
12. Stripe, PayPal or Square deposits that do not match your sales. The deposits arrive net of fees. I record the full sales and the fees separately.
13. A big balance stuck in "Undeposited Funds." I match each deposit to the payments in it and clear the account.
14. Old or closed accounts still open. I tidy accounts with leftover balances so they do not confuse your reports.
15. The bank feed connected to the wrong account, or connected twice. I fix the connection and the entries it created.
16. The same customer or vendor listed several times. I merge the duplicates and fix misspelled names.
17. Invoices that were paid but still show as unpaid. I match the payments so your receivables are accurate.
18. Bills that were paid but still show as owed. I match them so your payables are accurate.
19. Contractor payments mixed with other expenses. I separate them so your accountant can prepare year-end forms.
20. Owner draws and deposits recorded as income or expense. I move them to the owner's equity accounts.
21. Refunds and chargebacks recorded the wrong way. I correct them so sales are not overstated.
22. Transactions dated in the wrong month or year. I move them to the correct period.
23. Large equipment purchases booked as a normal expense. I flag them for your accountant to decide how to treat them.
24. Bank rules that keep putting new items in the wrong category. I fix or delete the rules so the problem stops.
25. A Profit and Loss report that looks wrong. Negative or odd figures. I trace the cause and correct it.