Bookkeeping cleanup
No generic packages or promised tiers. We define the work around the backlog, accounts, and records in front of you.
Our starting point
We start with a practical review so the scope, timing, and quote reflect the records that are actually in front of us.
Cleanup Assessment
The $295 assessment includes a written Books Health Review, key issues identified, a missing-records checklist, a cleanup roadmap, and a custom cleanup proposal with scope, price, and expected timeline.
The $295 assessment is credited toward a signed cleanup project when you move forward within 30 days.
$295
Historical Bookkeeping Cleanup
Projects start at $1,500 and are custom quoted after the assessment. Cleanup work is billed 50% to begin and 50% at completion and delivery.
From $1,500
Monthly Bookkeeping
Monthly bookkeeping starts at $450/month. We confirm the ongoing scope and quote based on the books and the support you need.
From $450/mo.
Launch focus
QuickBooks Online
Standard bank and credit-card accounts
Common payment processors
What cleanup can include
Every cleanup begins with an assessment, then moves through a practical sequence of reconciliation, categorization, correction, and organization.
Historical bookkeeping cleanup
Bank and credit card reconciliation
Transaction categorization
Correction of bookkeeping errors
Records and receipt organization
Organized financial records for your CPA or tax professional
Cleanup projects are subject to an agreed written scope.
If records, transaction volume, account count, or complexity differ materially from the assessment, we will document the change and agree on a change order before additional work proceeds.
Second Set Books provides bookkeeping services only. We do not provide tax preparation, tax advice, audits, attest work, or other CPA-licensed services. Our work is designed to give you organized financial records for your CPA or tax professional.
Tell us where things stand. We'll help define a practical cleanup scope.