What's included
Cleanup means different things at different firms. Here's exactly what ours covers.
Who it's for
Owners whose books are behind, messy, or never set up, who need them right before tax season, a loan, or a sale.
What's covered
- One businessEvery bank, card, and loan account it has
- Your monthsEvery month you set in your quote
- Your softwareQuickBooks, Xero, or clean books we set up
The work
- Every transaction categorized, nothing left in "uncategorized"
- Every account reconciled to its statements, month by month
- Duplicates, misposted transfers, and errors fixed
- Loans, owner draws, and transfers booked the right way
- Chart of accounts cleaned up to fit your business
What you get back
- Monthly P&L and balance sheet for every month we clean up
- Tax preparer handoff package with the year-end reports and notes your tax preparer needs
- Profit leak scan of duplicate charges, forgotten subscriptions, and creeping fees, each with a dollar amount
- Walk-through call on what we found, what we fixed, and what it means for you
Not included
- Filing tax returns. Your tax preparer files, using the handoff package.
- Accrual cleanup, matching invoices and bills to payments. Quoted separately.
- Back sales tax filings. Quoted separately.
- Monthly bookkeeping after your ready date. That's a plan.
How your ready date works
Your turnaround begins once we have the four things below, so the date we give you is one we can keep. If anything is hard to find, we'll show you where to get it.
- 1Bank and card statementsOne PDF per month we're catching up. Usually a quick download from your bank's website.
- 2Access to your booksIf you use software, you add us as a user, so you never share a password.
- 3Loan and payroll reportsFor the same months, from your lender and payroll provider.
- 4Answers to a few questionsWe send them all at once, so it's one sitting, not a back and forth.
How it works
Step 1 of 3
Lock in your price
A short form. Most businesses buy online with no call.
Step 2 of 3
Send what's on the list
Your turnaround begins as soon as it's all in.
Step 3 of 3
Get tax-ready books
On your ready date, with a walk-through of what we found.
Or start a plan
Start a plan and your cleanup is part of setup.
A cleanup fixes the past, once. A plan keeps you current every month, with the Dash and someone watching your numbers. Every new client starts with clean books, so on a plan the cleanup is part of your setup fee.
Common questions
Is Rush less accurate?
No. Same work, same review. Rush just moves you to the front of the line.
Is it part of a plan?
Yes. Every new client starts with clean books, so on a plan the cleanup is part of your setup fee.
Do I need QuickBooks?
No. We work in what you have, and if you have nothing, we set up clean books for you.
What if I'm missing statements?
Common. We'll tell you exactly which ones and where to get them. Your turnaround begins once they're in.