Bookkeeping cleanup

Get overdue books back on track

A focused cleanup project for businesses with incomplete, delayed, or disorganized bookkeeping records.

Best for

Businesses that are one or more months behind, preparing for tax filing, or moving into recurring bookkeeping.

GAD approach

Clear scope, written pricing, accurate credentials, connected service routing, and one workspace for the work that follows.

Problems we solve

Common reasons clients request this service

Several months of uncategorized activity
Accounts do not reconcile
Missing receipts or statements
Old books cannot produce usable reports
Tax preparation cannot begin
What is included

A clear, practical scope

Backlog assessment
Prior-month transaction categorization
Account reconciliation
Missing-record identification
Historical financial summaries
QuickBooks setup or migration support
Tax-readiness handoff
Monthly bookkeeping transition plan
Service options

Choose the level of support that fits

1–3 Month Cleanup

A recent bookkeeping backlog

Custom quote
Project
Backlog review
Transaction cleanup
Reconciliation
Readiness summary
Recommended

4–12 Month Catch-Up

A substantial backlog or tax-season preparation

Custom quote
Project
Historical cleanup
Missing-record report
Financial summaries
Tax-preparation handoff

Complex Reconstruction

Multiple accounts, entities, or incomplete records

Custom quote
Project
Detailed reconstruction plan
Multiple account cleanup
Exception log
Specialist coordination

Prices are provided after GAD reviews scope, complexity, volume, software, deadlines, and any third-party costs. No paid work begins without written approval.

How it works

One connected path from request to completion

01

Tell us what you need through the chatbot, service form, or free consultation.

02

Meet with a GAD representative to review your goals, current situation, budget, and timeline.

03

Receive a written action plan, recommended scope, pricing, and next steps before work begins.

04

Track requests, progress, documents, and deliverables through the connected GAD workspace.

Questions

Frequently asked questions

How is catch-up pricing determined?+

Pricing is based on months behind, transaction volume, account count, available records, software, payroll, and required reporting.

Can I move into monthly bookkeeping afterward?+

Yes. The cleanup plan includes a transition recommendation when recurring service is appropriate.

Next step

Let’s identify the right scope before you spend.

Schedule a free consultation to discuss the situation, expected deliverables, timing, and whether this service is the right fit.

Schedule a Free Consultation