Account Clean-Up Services
If your books have gotten away from you, you’re not alone. From missed entries to accounts that haven’t been reconciled in months, you find yourself with a system that’s more guesswork than record-keeping.
Our bookkeeping clean-up services for small businesses take messy, outdated, or incomplete records and turn them into something accurate, organized, and ready to build on.
What's Included
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Reviewing your existing records for errors, duplicates, and miscategorized transactions
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Reconciling bank and credit card accounts that have fallen out of sync
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Catching up on missed entries, so your books reflect what’s actually happened in your business
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Correcting your chart of accounts so everything is categorized consistently going forward
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Cleaning up and reorganizing your QuickBooks (or other software) file
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Getting your books current and ready to move into ongoing monthly bookkeeping
Who This Is For
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You’ve fallen behind on bookkeeping and aren’t sure where to start
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You recently switched bookkeepers, or went the DIY route, and inherited a mess
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You’re preparing for tax season, a loan application, or an audit and need accurate records first
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You have a feeling your books “aren’t right,” but you’re not sure what’s wrong
Why It Matters
Clean, accurate books are the foundation for everything else: accurate tax filings, reliable reports, and financial decisions you can trust. A clean-up fixes what’s behind you while giving you, and your CPA, a clear, current picture of where your small business stands, and sets you up to keep it that way going forward.
Client Spotlight: Account Clean-Up Services in Action
Business: [Business name or “A local home services business”]
Location: [City, State]
Industry: [Industry type]
The Challenge: [What problem brought them to Conner Strategies?]
The Approach: [What was recommended, and why]
The Outcome: [Results, numbers if available, otherwise a brief description]
How the Process Works
1
Initial Review
We take a look at your current books to understand what needs fixing and how big the project is.
2
Clean-Up Plan
We outline exactly what we’ll fix, in what order, and give you a realistic timeline.
3
Hands-On Clean-Up
Hands-On Clean-Up: We reconcile accounts, correct errors, and reorganize your records.
4
Handoff to Ongoing Bookkeeping
Once your books are clean, we’ll transition you into Monthly Bookkeeping & Financial Reporting, so they stay that way.
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