Cleanup Support

Cleanup and Reporting Support

A project based reset for books that are behind, unclear, or not ready to support steady monthly reporting.

What's included

  • Historical reconciliations across bank and credit card accounts
  • Cleanup of uncategorized, duplicate, or misposted transactions
  • Chart of accounts cleanup and sales tax review where needed

What you leave with

  • Cleaner financial statements and supporting schedules
  • A stronger reporting foundation and clearer file structure
  • A cleaner handoff into your CPA work or ongoing monthly bookkeeping

Pricing and Scope

Cleanup work is scoped as a project. Pricing depends on how far behind the books are, the quality of the records, transaction volume, number of accounts, and how much correction work is needed before reporting is reliable again.

Light Catch Up

From $450 CAD / $335 USD

For shorter backlog periods with cleaner records and limited correction work.

Best for: shorter cleanup projects that need a lighter review before regular monthly support.

Full Year Cleanup

From $1,500 CAD / $1,120 USD

For businesses that need a larger project before year end reporting or CPA handoff.

Best for: businesses that need a stronger reset before moving into steady monthly bookkeeping.

Multi Year or Complex

Custom pricing

For multiple years, heavier account cleanup, or files that need broader correction and reporting rebuild work.

Best for: older files, multiple years, or cleanup work that needs a broader rebuild.

Cleanup often becomes the bridge into regular monthly support. Once the books are back in shape, it becomes much easier to move into a bookkeeping plan or add finance support where needed.

Estimated Cleanup Scope
Scope selected: Light Catch Up
$450 CAD / $335 USD
Light Catch Up with a shorter backlog and limited correction work.
Cleanup projects are scoped separately and do not use the recurring client launch offer.
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