Books Restoration
We identify affected periods and accounts, correct agreed issues, reconcile the underlying records and establish a defined point from which ongoing bookkeeping can operate.
Request a Cleanup ScopeCommon Triggers
Most clients reach out when one or more of these situations appear.
Transactions have piled up and reconciliation has stopped.
Your accountant found issues that need correction before filing.
You need someone to pick up where the last arrangement ended.
Records don't match actual account activity.
Stripe, PayPal or Square records are out of sync.
Missing or incorrect categorization throughout the books.
More volume, more complexity, the old system no longer works.
Our Process
Assess
Scope
Proposal
50% Start Payment
Correct & Reconcile
Review
Final Completion
Pricing
Typical Range
$1,000 – $2,500+
Based on scope and complexity
Complex or multi-entity work is quoted after a full assessment. Every project scope and price is confirmed before work begins.
Payment Terms
Start
50% Upfront
Due before work begins
Completion
50% on Delivery
Due at the agreed milestone
The exact milestone is stated in the proposal. No hidden fees. No surprises.
FAQ
We begin with a discovery conversation to understand your situation, then conduct a focused assessment of the affected periods and accounts. Based on findings, we define a clear scope of work and present it as a written proposal before any restoration begins.
Most projects are completed within two to four weeks, depending on the number of months affected, the complexity of accounts involved, and how quickly we receive source documents. Your proposal will include an estimated timeline.
If we uncover additional issues that fall outside the agreed scope, we pause and present a change order outlining the extra work and cost. No additional work is performed until you approve the updated scope and pricing.
You receive cleaned and reconciled books for the agreed periods, a summary of all corrections made, and a defined starting point from which ongoing bookkeeping can operate. This gives you and your CPA a reliable foundation to work from.
Tell us about your situation. We will assess the current state of your books, define the work required and present a clear proposal with scope, timeline and pricing.
Request a Cleanup Scope