You might need Clean Up Services if:
You’re behind on bookkeeping and the pile-up is starting to stress you out (or you’re avoiding it entirely...no judgment).
Your accounts haven’t been reconciled in a while, and you’re not sure what’s real vs. what’s “close enough.”
You’ve got uncategorized transactions, duplicates, or missing info and you want it cleaned up the right way.
You need your financials to be accurate and up to date so you can make decisions, pay yourself, and plan for taxes with confidence.
You want to hand off clean, organized books to your tax preparer (or to me for tax work) without the last-minute scramble.
Bookkeeping Clean Up Services
Step One - $250
When your books are behind or a little messy, it’s hard to know what’s real, or where to even start. My clean-up service is a simple two-step process: we get clarity first, then we create a clear path to getting everything caught up.
Step one is a paid diagnostic review. I’ll dig into your books, pinpoint what’s off, and outline exactly what it will take to get things cleaned up and current. You’ll walk away with a clear analysis and a step-by-step plan, so you know what needs to happen next (and what it’ll take to get there).
Here's what you get:
Scope of Work
Financial Statement Review
Systems & Controls Check
Process Walkthrough
Risk & Compliance Scan
Deliverables
Diagnostic Summary
Action Plan
Step Two
Because every clean-up is different, pricing depends on complexity.
If you decide to move forward, your diagnostic review fee becomes a deposit toward the clean-up. If you don’t, you still leave with a clear picture of what’s going on and exactly what needs to happen next.
When we move into the clean-up phase, we handle your books in manageable milestones, typically quarter by quarter. Once a milestone is finished, I send the invoice before we move on to the next one, so you can see the progress (and the cost) step by step.
Here's what you get:
Scope of Work
Data Collection & Organization
Data Entry & Record Updates
Reconciliations
Financial Statement Refresh
Deliverables
Books brought current, organized, and fully reconciled
Current financial statements ready for tax prep, lenders, or your own planning
A brief summary of what was cleaned up and what I found
Simple recommendations to help you stay caught up going forward
Getting Started Is Simple
Getting help with your books or taxes shouldn’t feel like another big project. I keep the process simple, friendly, and tailored to how you work and how you want your business to run.
Schedule a quick call
Click any “Start Here” button and pick a time that works for you. We’ll hop on a relaxed call to talk about your business, what’s been stressing you out money-wise, and what kind of support you’re looking for (bookkeeping, tax help, or both).
Get your secure portal invite
After you schedule, you’ll automatically get an email to log into my secure client portal. Inside, you’ll find a short organizer with a few questions so I can come to our call already understanding your needs and what you’d like to accomplish.
We talk it through and map your next steps
On our call, we’ll walk through what you shared, what’s working, what’s messy, and what you want your numbers to do for you. I’ll recommend the best next step and explain what working together would look like.
Simple yes, then we get rolling
If it feels like a fit, I’ll send you a clear summary and the next-step paperwork in the portal. Once you approve and make your first payment, I’ll get you fully onboarded and we’ll start taking the money stress off your plate.
The Balanced Path Promise
Here’s what you can count on when you work with me:
No judgment, ever. I meet you where you are. Whether you’re months behind or just feeling disorganized.
Your built-in cheerleader. I’ll celebrate your wins, remind you how far you’ve come, and support you as your shop and goals evolve.
Transparent pricing. You’ll always know what’s included and what it costs before I do the work. No surprise invoices.
Accuracy matters. If I make a mistake, I’ll fix it promptly and walk you through what changed.
Clear communication. You’ll know what I’m doing, when I’m doing it, and what I need from you without having to chase me down.
FAQs
What are Clean Up services?
My Clean Up service fixes messy bookkeeping so you can trust your numbers again. I review what’s been done, correct the structure, and clean up transactions and reconciliations so financial reports make sense.
What’s the difference between Clean Up and Catch Up?
Catch Up is when you're behind months (or years) and transactions haven’t been entered or reconciled.
Clean Up is when bookkeeping exists, but it’s inaccurate or inconsistent (wrong categories, duplicate transactions, unreconciled accounts, mystery balances).
A lot of projects are a mix of both.
Who is Clean Up for?
Clean Up is a good fit if:
-Your bank accounts haven’t been reconciled in a while
-You avoid looking at my books because they stress me out
-Your profit looks “too high” or “too low” and you don’t know why
-You have a pile of uncategorized transactions
-Loan applications or taxes are coming up and you need clean reports
-Your ecommerce deposits never match (Shopify, Etsy, Square, Stripe, PayPal)
What accounting systems do you clean up?
I clean up QuickBooks Online and Xero. If you are using spreadsheets or a different system, I can still help, but I may recommend a conversion first.
Can you clean up my books for tax prep?
Yes, and this is one of the most common reasons people hire me.
Clean books make tax prep faster, less expensive, and way less stressful.
Do you guarantee you can “fix everything”?
I can fix a lot, but I won’t guess. If something can’t be proven with records (missing statements, missing receipts, cash sales with no tracking), I’ll explain the options and choose the cleanest, most defensible path forward.
How long does a Clean Up take?
Timing depends on:
-how many months you are behind
-how many accounts and transactions you have
-whether ecommerce or payment processors are involved
-how quickly you can provide statements and answers
Most projects take 1 week per month of clean up(ie. 12 weeks for a year of clean up) once everything is received. Bigger backlogs can take longer. If you have a specific date you need your project done by please let me know and I will work with you.
How do you price Clean Up services?
Clean Up pricing is based on how many months need attention and how complex the books are. To keep things clear (and fair), the process is set up in two steps: clarity first, then clean up.
Step One: Diagnostic Review
The diagnostic review is priced at $25 per month that needs to be addressed. This step is designed to remove the guesswork and answer the big questions: What’s off? How far behind is it? What will it take to fix it?
During the diagnostic review, Balanced Path Financial completes:
-Financial statement review
-Systems & controls check
-Process walkthrough
-Risk & compliance scan
-A clear scope of work
Deliverables from Step One
-A diagnostic summary (what’s happening and why it looks the way it does)
-A step-by-step action plan (what needs to be done in what order)
Step Two: Clean Up work
Because every clean up is different, Step Two pricing depends on complexity. If the project moves forward, the diagnostic fee becomes a deposit applied to the clean up work. If it doesn’t move forward, the diagnostic still provides real value because it includes a clear plan and next steps.
Clean Up work is handled in manageable milestones, typically quarter by quarter:
A milestone is completed
An invoice is sent
Then the next milestone begins
This approach makes the work predictable and transparent, with progress that can be seen along the way.
Start Organized. Keep It Simple. Grow on Purpose.
Get expert bookkeeping setup, streamlined systems, and ongoing tax support so you can stay focused on running your business while your numbers stay under control.
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Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.
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