Cleanup projects
Get back to clean records with a scoped cleanup plan.
If prior months need rebuilding, Booksmrt scopes the work before it begins so you know what needs fixing, what it will cost, and when it will be done.
48h
assessment target after access
Scoped
before work begins
QC
reviewed before handoff
Monthly
cycle after cleanup
How it fits
Clear scope before the cleanup starts
Cleanup and catch-up work is separate from monthly bookkeeping because every file is different. We review the current state, identify the periods and accounts that need work, and quote the project before touching the records.
Included
- Chart of accounts review
- Historical bank and card reconciliations
- Transaction reclassification
- Duplicate and error cleanup
- Open item list for missing records
- Tax-ready cleanup package
Workflow
Review
We inspect the books, statements, accounts, and missing-document list.
Quote
You receive a cleanup scope with timeline and pricing before the project starts.
Close
Once cleanup is approved, we rebuild the records and move you into the monthly workflow.
Best for
- Businesses behind by one month or multiple years
- Owners preparing for tax filing, financing, or sale
- Teams with unreconciled accounts, duplicate transactions, or unclear categories
Start with the free assessment.
Tell us about the business, then choose a 20-minute call time. We will use the call to map the right scope before anything is quoted.