Catch up on the past so you can focus confidently on the future.

Bookkeeping Cleanups:
Getting Your Finances
Back on Track

START WITH A CLEANUP

You’re using spreadsheets and feel out of your depth.

Your income or expenses look off in reports.

Transactions are miscategorized, or you’re unsure where things belong.

Signs You Need a Cleanup

You haven’t reconciled your accounts in months.

GET BACK ON TRACK

Your tax preparer mentioned issues with your books last year.

You’re stressed about year-end deadlines and don’t know where to start.

You’re using spreadsheets and feel out of your depth.

What is a Bookkeeping Cleanup?

Account Reconciliation
Matching your bank, credit card, loan, and merchant accounts to your statements so every balance is accurate.
 



Transaction Categorization
Properly classifying income, expenses, assets, and transfers for reliable reporting (and fewer headaches for tax season).

 



A bookkeeping cleanup involves reviewing, organizing, and correcting your financial records. It’s like giving your books a deep clean—resolving errors, categorizing transactions, reconciling accounts, and making sure everything is accurate and compliant.

Here’s what a cleanup typically includes:


Error Correction
Fixing duplicates, missing entries, journal entry mistakes, and misclassified expenses so nothing distorts your numbers.
 



Clarity & Peace of Mind
Giving you a full, accurate picture of your finances so you know exactly where your business stands (and can plan your next steps).

Tax Return Alignment
Reviewing your last filed tax return and bringing your books into alignment, ensuring your financials tell a consistent story.

Uncovering Gaps
Identifying issues like undeposited funds, outdated chart of accounts, or “Ask My Accountant” balances that hide the true picture.

Tax Readiness
Delivering books that are clean, accurate, and ready to hand off to your CPA—without the last-minute scramble.

Hey there—if your books feel like a mess, you’re not alone. I’ve worked with so many business owners who felt embarrassed, overwhelmed, or just plain stuck when it came to their numbers. The truth is, life gets busy and bookkeeping falls to the bottom of the list.

That’s where I come in. I’ll review your QuickBooks, find what’s missing or misclassified, reconcile accounts, and match your books to your last filed tax return so everything lines up. By the end, you’ll have accurate, tax-ready financials and a clear recap of where your business stands. Think of it as hitting a financial reset button so you can move forward with confidence.

And if you don’t want things to pile up again, we can talk about ongoing monthly bookkeeping or cash flow support that keeps your finances organized, accurate, and up to date. My goal is to give you clarity, peace of mind, and the freedom to focus on running your business—not untangling transactions.

A Note From RaeAnn

-RaeAnn

Your Books Deserve a Fresh Start

From 2024 and beyond, I’ll clean up your books, fix errors, and give you the clarity you need to grow your business.

No judgment here—just solutions. I’ve worked with all kinds of businesses, from slightly messy to completely neglected. No matter where you’re starting, I’ll help you get back on track.

What if my books are in really bad shape?


A cleanup gets your books back in order, but ongoing bookkeeping ensures they stay that way. I offer monthly bookkeeping services to keep things running smoothly year-round.

Will I still need a bookkeeper after the cleanup?

It depends on the complexity of your books and how far behind they are. For most businesses, cleanups are typically completed within 2–4 weeks, but larger or more complicated projects may take longer.

How long does a cleanup take?

frequently asked questions

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