Is Your Bookkeeping Causing You Headaches? 12 Signs It's Time for a $99 Cleanup!

Messy books cost you more than just time—they can lead to costly tax mistakes and missed opportunities. If your records feel overwhelming, starting with a $99 Diagnostic can quickly identify issues and set you on the right path.

Cluttered financial ledger showing mismatched entries

The 12 Red Flags Your Books Need Cleanup

Watch for these common signs that your bookkeeping needs attention:

• Bank or credit card accounts not fully reconciled

• Undeposited funds that never clear

• Duplicate income or expense entries

• Old bank items left uncleared for months

• Negative balances for vendors or customers

• Growing amounts in Suspense or Uncategorized accounts

• Sales tax payable amounts that don’t match filings

• Merchant fees not properly categorized

• Payroll entries that don’t match payroll reports

• Inventory or job costs not linked to Cost of Goods Sold

• Reports that don’t reflect actual cash in the bank

• Your CPA asks for corrections every year

  
  

Each of these issues can cause inaccurate financial reports, tax headaches, and wasted time hunting for answers.

What You Get with the $99 Diagnostic (Delivered in 48 Hours)

This quick, affordable service gives you a clear picture of your bookkeeping health:

• Read-only access setup to protect your data

• A detailed red flag report with screenshots highlighting problem areas

• A cleanup plan with timeline and a fixed price quote

• A 15-minute walkthrough call to answer your questions

  
  

This diagnostic helps you understand exactly what needs fixing and how long it will take.

Cleanup Timelines and Cost Examples

The time and cost of cleanup depend on the complexity of your financial records. Below is a simple guide to help you understand what to expect:

Mess Level	Time to Clean	Common Fixes Included
Light Cleanup	1–2 weeks	Reconciliations, clearing undeposited funds, fixing duplicates
Moderate Cleanup	2–3 weeks	Payroll corrections, sales tax adjustments, vendor/customer balance fixes
Heavy Cleanup	3–4+ weeks	Inventory tying, deep suspense account review, full report rebuild

Knowing your mess level helps you plan and budget cleanup effectively.

Calendar showing bookkeeping cleanup schedule with notes

After Cleanup — Keep Your Books Clean Every Month

Once your books are cleaned, maintaining them becomes easier with a simple monthly service that includes:

• Timely month-end close

• Clean bank and credit card reconciliations

• Reports ready for your CPA without surprises

• Optional payroll and sales tax services

Ready to get rid of those headaches? Book the $99 Diagnostic below...

Diagnostic & Clean-up

Plan only

3h 30min

Book Now

Note: Credit the $99 toward cleanup if you start within 14 days.

FAQ

How do I give read-only access?

We guide you through setting up secure read-only access to your accounting software, ensuring your data stays safe.

What if I am missing statements?

We work with what you have and help identify missing documents to get your books accurate.

Do you work with QBO, Xero, Sage, etc.?

Yes, we support QuickBooks Online, Xero, Sage, Netsuite, and Freshbooks accounting platforms.

Can you file my sales tax after cleanup?

Yes, we offer optional sales tax filing services to keep you compliant.

What if I already have a CPA?

Our cleanup makes your CPA’s job easier by providing clean, accurate reports for tax filing.