Bookkeeping Clean Up Services
Behind on your books or unsure what’s accurate?
Let’s clean things up and get your numbers working for you again.
Feeling Behind or Unsure About Your Numbers?
You’re not alone and you’re not “bad at business.”
Bookkeeping falls behind for a lot of reasons. What matters is getting it fixed the right way so you can move forward with clarity.
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.
A Simple, Two-Step Clean Up Process
We start with clarity, then move into action, no guesswork, no overwhelm.
Step One: Diagnostic Review
$250 Flat Fee
Who It’s For:
For business owners who know something’s off and want clarity before moving forward.
This is a great fit if you:
Feel stressed or stuck because you’re not sure what’s accurate anymore
Have accounts that haven’t been reconciled in a while (and you don’t trust the balances)
Need clean financials for taxes, a loan, a grant, or just peace of mind
Have a mix of uncategorized, duplicated, or “mystery” transactions
Want a clear plan and a predictable path forward—without judgment
What You’ll Get:
Clear diagnosis of what’s wrong and why
Step-by-step clean up plan
Timeline + budget expectations
Reduced stress and full clarity
Important Note:
Your $250 becomes a deposit if you move forward with clean up.
Step Two: Clean Up Milestones
Starts at $750/Quarter
Who It’s For:
For business owners ready to get fully caught up without paying one large upfront cost.
This is a great fit if you:
Want your books brought current, clean, and consistent
(not “good enough”)
Need financial statements you can actually use
(and feel confident handing to a tax preparer)
Have months/years that need attention, but want the work broken into manageable chunks
Prefer a step-by-step approach with progress you can see along the way
Want to put a solid foundation in place so you don’t end up back here next year
What You’ll Get:
Fully reconciled, organized books
Reliable financial reports
Clean records for taxes and compliance
Summary of what was fixed
How It Works:
Work is completed quarter by quarter.
Transparent, manageable billing.
Smooth ReStart Package
Clean Up + Ongoing Bookkeeping Support
Clean up gets your books current, this package keeps them that way.
What’s Included:
Your Clean Up work (based on your Diagnostic + custom plan)
3 months of monthly bookkeeping at 10% off so everything stays organized and consistent
Those 3 months are built into your quarterly milestone billing (so it’s simple and predictable)
Why people choose this:
Most bookkeeping problems come back when there isn’t a steady monthly rhythm.
This bundle makes the transition easy and helps your clean up stick so your books stay reliable 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 choose a time that works for you. We will talk through your business, what feels stressful financially, and the bookkeeping support you need.
Get Your Secure Client Portal Invite
After scheduling, you will receive access to a secure portal where you can complete a short organizer so I understand your business before we meet.
We Talk It Through and Map Your Next Steps
On our call, we review what is working, what is messy, and what you want your numbers to do for you. I will recommend the best next step and explain what working together looks like.
Simple Yes, Then We Get Rolling
If it feels like a fit, you will receive a clear summary and next steps. Once approved, onboarding begins and the bookkeeping stress comes 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 professional bookkeeping support designed to keep your numbers clear, current, and under control so you can focus on running your business.
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.