Bookkeeping Cleanup Services
Bookkeeping Cleanup for Small Business Owners Who Need Reliable Numbers
Fix My Books helps business owners with catch up bookkeeping, clean up bookkeeping records with unreconciled accounts, correct duplicate or miscategorized transactions, and get records ready for tax prep, financing, monthly bookkeeping, or better day-to-day decisions.
Use Fix My Books when your records need correction, not just a light review.
This focused bookkeeping cleanup service is built for accounting files that have drifted out of control. True Financial Talent reviews the file, identifies the source of the issues, corrects the agreed cleanup scope, and leaves you with clearer reports and a more reliable bookkeeping process going forward.
Common Signs Your Books 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 duplicate 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 bookkeeping records before moving forward.
Cleanup Situations We Help With
- Catch up bookkeeping: Bring several months of activity current when bookkeeping has fallen behind.
- Tax-prep cleanup: Correct obvious bookkeeping issues before reports go to your tax preparer.
- Bank reconciliation services: Reconcile bank and credit card activity so cash and account balances make sense.
- Clean up bookkeeping before review: Clean up reports before a lender, investor, partner, or leadership team relies on them.
- Monthly bookkeeping handoff: Stabilize the books before moving into recurring bookkeeping support.
- System transition support: Clean the accounting records before moving workflows or reporting into another system.
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. QuickBooks, Odoo, and Xero are supported-system contexts; Fix My Books is a True Financial Talent cleanup service.
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. If the books are already stable and you need recurring support, visit True Financial Talent Services.
Frequently Asked Questions
Can you help with catch up bookkeeping and clean up bookkeeping projects?
Yes. This page is built for business owners who need to catch up bookkeeping activity that fell behind, clean up bookkeeping records that no longer reconcile, or both before reports are used for tax prep, financing, ownership decisions, or monthly bookkeeping support.
How long does bookkeeping cleanup take?
The timeline depends on the cleanup period, transaction volume, number of accounts, access to supporting documents, and how many old balances need investigation. After an initial review, we outline the practical cleanup path before deeper correction work begins.
What access do you need?
Most cleanup projects require temporary accounting-system access, bank and credit card statements for the cleanup period, prior reports when available, and answers to owner-level questions about unusual transactions or balances.
Do you support QuickBooks, Odoo, and Xero?
Yes. True Financial Talent can support cleanup work in QuickBooks, Odoo, Xero, and related accounting workflows. The exact scope depends on the system setup, permissions, integrations, and condition of the records.
Is tax preparation included?
No. Fix My Books focuses on bookkeeping cleanup and accounting-record readiness. We can help prepare cleaner reports and records for your tax professional, but tax filing and tax advice should come from your qualified tax advisor.
What happens after cleanup?
After cleanup, the best next step is usually a monthly bookkeeping process, a lighter maintenance rhythm, or a documented close workflow so the same issues do not rebuild over time.