Bookkeeping Cleanup & Assessment (One-Time)
About This Service
<p>Point-in-time clarity or historical cleanup — before committing to ongoing support.</p><p><br></p><p>Ideal for businesses with bookkeeping backlog (1–12 months), a messy QBO file, or disorganized records ahead of a CPA meeting. Scoped and priced based on transaction volume, number of accounts, and timeframe. Delivered within an agreed timeline confirmed at intake.</p><p><br></p><p>If you convert to a monthly retainer within 30 days, this fee is credited in full toward your first month.</p>
Deliverables
One-time Project (adjust at intake based on scope — this is a starting estimate) - Financial intake assessment and scope confirmation - Catch-up transaction categorization and corrections - Bank and credit card reconciliation for agreed period - QBO file review, cleanup, and organization - Pre-CPA records organization - Written findings summary with recommended next steps
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