Behind on your books?
We correct inaccurate bookkeeping and bring overdue records up to date.
Diagnostic report
Example · 2023 to 2025What we found
- $250 diagnostic review
- Written findings and recommendations
- Fixed-price quote before work begins
- No open-ended hourly billing
FROM BEHIND TO UP TO DATE
What changes when your books are cleaned up
Before
- Accounts unreconciled for months
- Missing bookkeeping periods
- Uncategorized or incorrect transactions
- Sales tax returns unfiled
- Financial statements that cannot be relied on
After
- Every account reconciled to the statements
- Full history rebuilt, period by period
- Transactions properly categorized
- Outstanding returns prepared and filed
- Reliable financial statements
How it works
A clear process from review to completion
We assess the books first, tell you what needs to be done, then complete the cleanup at an agreed price.
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Diagnostic review
We review the books and identify what needs attention.
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Findings & quote
You receive our findings and a fixed price for the cleanup.
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Bookkeeping cleanup
We reconcile, correct, organize, and bring the books up to date.
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Your books are up to date
Your records are ready for your accountant or ongoing bookkeeping.
WHAT THE $250 COVERS
A clear report of what needs to be fixed.
We review your books in detail, document what we find, and outline the work required to bring them up to date. You receive the report and a fixed-price quote before any cleanup begins. The diagnostic fee is credited toward the cleanup if you proceed.
Diagnostic report
Example format · Bookkeeping reviewWhat we found
What we recommend
- Rebuild 2023 to 2025 from source statements, period by period
- Correct coding at source and remove the duplicate entries
- Prepare and file the six outstanding sales tax returns
- Reconcile sales, fees, and payouts across platforms
Scope
Sample report. Your diagnostic is based on what we actually find in your books.
What gets fixed
The work inside a cleanup
Historical reconciliation
Accounts reconciled to statements, period by period.
Transaction corrections
Misclassified, duplicated and missing entries corrected.
Unfiled returns
Outstanding tax and payroll filings brought up to date.
Multi-platform billing
Revenue spread across platforms consolidated into one set of books.
Chart of accounts
Accounts structured to reflect the business.
Year-end files
Clean files ready for your accountant.
A real engagement
A multi-year e-commerce cleanup
An e-commerce business came to us with several years of broken books, sales spread across multiple platforms, and sales tax returns that had not been filed in years. We rebuilt the history, reconciled it, corrected the errors at source, and brought the filings up to date.
Several years of incomplete and inaccurate records. One clean set of books.
Questions about Clean-Up
Catch-up brings unrecorded periods up to date. Cleanup corrects errors or inconsistencies in existing books. We review your file to determine which work is needed.
The diagnostic includes a detailed review of your books, a written report of our findings, and a quote for the cleanup. The $250 fee is credited toward the cleanup if you proceed.
The timeline depends on the condition of your books and the amount of work involved. We discuss the expected timing after reviewing your file.
Straightforward catch-up is priced using the monthly bookkeeping fee multiplied by the number of outstanding months. It can be quoted without a paid cleanup diagnostic.
No. Cleanup can be a standalone service. You retain ownership of your accounting file and can choose whether to continue with us for ongoing bookkeeping.
Yes. We can help prepare and file outstanding GST/HST and QST returns. We review the records and quote the work needed to bring your filings up to date.
Still have questions?
Contact us with your questions or book a free consultation to discuss your books.
Get in touchOne fixed price, agreed before we start.
Cleanup begins with a $250 diagnostic, credited toward the work if you proceed. We then quote a fixed cleanup price. Straightforward catch-up is priced using the monthly bookkeeping fee multiplied by the outstanding months. See pricing
Not sure what your books need?
Book a free consultation to find out whether you need cleanup, catch-up, or ongoing bookkeeping.