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FinRoster

Service · Accounting

Bookkeeping Cleanup

A cleanup (also called catch-up) is a fixed project that brings your books current: reconciling past months, fixing miscategorized transactions, clearing stale balances and producing statements you can file taxes or seek financing with.

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Typically included

  • Diagnostic review of your current file and bank statements
  • Reconciliation of every account for the period in scope
  • Correction of categories, duplicates and undeposited funds
  • Opening balances confirmed with your tax preparer
  • Hand-off memo describing what was fixed and why

Usually not included

  • Amended tax returns or IRS representation (separate, licensed engagement)
  • Recreating records that do not exist anywhere
  • Ongoing monthly work, unless you choose to continue

Signs you need this

You have not reconciled in months

A lender or buyer asked for financials you cannot produce

Tax deadline is approaching and the file is not ready

Questions to ask any provider

  1. 1.Is the quote fixed, or billed hourly with an estimate?
  2. 2.What documents do you need from me, and when?
  3. 3.What is the realistic completion date?
  4. 4.Do you offer monthly bookkeeping afterward, and is it optional?

How pricing usually works

Cleanup is usually quoted as a project after the provider reviews your file. Price depends on months behind, number of accounts and how complete your records are.

By industry

Bookkeeping Cleanup for Plumbing →

FAQ

Do I need to send documents to FinRoster?
No. The first request never asks for statements or tax documents. You share records only with the provider you choose, once you engage them.
How long does a cleanup take?
It depends on scope. Providers give a date after reviewing your file; ask for it in writing.
Can the same firm handle ongoing bookkeeping?
Often, yes. We note in the match whether a provider offers both.

Last reviewed 2026-09-27. General information, not professional advice.

Tell us what your books need.

A few short questions about your business and the help you want. See how FinRoster would help you compare independent bookkeeping firms.

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