Fix My Books
Clean Up Your Books So You Can Trust the Numbers Again
A focused cleanup service for business owners whose accounting records are behind, unreconciled, miscategorized, duplicated, or too messy to use for tax prep, financing, or day-to-day decisions.
Use Fix My Books when you already know your records need correction, not just a light review.
Fix My Books is designed to bring order back to accounting records that have drifted out of control. We review the file, identify the source of the issues, correct the agreed cleanup scope, and leave you with clearer reports and a more reliable bookkeeping process going forward.
Common Signs You Need Cleanup
- Bank or credit card reconciliations are several months behind.
- Transactions are sitting in Uncategorized Income, Uncategorized Expense, Ask My Accountant, or similar catch-all accounts.
- Duplicate deposits, duplicate expenses, or duplicated bank-feed entries are distorting your reports.
- Old accounts receivable, accounts payable, loan, payroll, sales tax, or asset balances do not look right.
- Your Profit and Loss, Balance Sheet, or cash balances do not match what you know happened in the business.
- Your tax preparer, lender, partner, or internal team needs cleaner books before moving forward.
What We Clean Up
- Bank and credit card reconciliations.
- Duplicate, missing, stale, miscoded, or uncategorized transactions.
- Chart of accounts structure and account mapping issues.
- Customer, vendor, income, expense, asset, liability, and equity account inconsistencies.
- Accounts receivable, accounts payable, sales tax, payroll, loan, and balance-sheet warning signs when applicable.
- Month-end close workflow gaps that caused the file to become unreliable.
How The Cleanup Works
- Scope: We confirm the accounting system, cleanup period, deadline, pain points, and access needs.
- Diagnostic Review: We inspect the file to identify cleanup priorities and avoid fixing symptoms while missing the root issue.
- Cleanup Plan: We define the cleanup scope, supporting documents needed, and the order of corrections.
- Correction Work: We clean up transactions, reconciliations, account mapping, and report issues inside the agreed scope.
- Review: We walk through the cleaned file, remaining limitations, and what should happen next.
Best Fit
This service is best for small and mid-sized businesses using QuickBooks, Odoo, Xero, or another accounting system that need their books corrected before tax preparation, financing, ownership decisions, monthly bookkeeping support, or a systems transition. It is especially useful when several months of activity were entered inconsistently or reconciliations were skipped.
Not Sure Whether You Need Cleanup?
If you are not sure how serious the issues are, start with a Books Health Check. If the file clearly needs correction, Fix My Books is the next step.