Who Bookkeeping Cleanup Is For

Bookkeeping cleanup is for business owners who know their books are not where they should be. Maybe you fell behind during a busy season, a previous bookkeeper left things half done, or you have been categorizing transactions yourself and are not confident in the results. Some owners come to us because their CPA flagged problems at tax time. Others realize they cannot answer basic questions like how profitable last quarter was or how much they really owe vendors.

It is common in growing small businesses: contractors juggling multiple jobs, service companies that scaled faster than their back office, e-commerce sellers with thousands of small transactions, and professional practices that never had a dedicated bookkeeper. If any of that sounds familiar, a cleanup is the fastest way to a reliable starting point.

What Is Included

• Full review of existing records to identify missing transactions, duplicates, miscategorized expenses, and unreconciled accounts.
• Catch-up bookkeeping for any months that were never entered.
• Bank and credit card reconciliation for every account in the cleanup period, so your books match your statements.
• Chart of accounts cleanup so categories make sense for your business and your tax preparer.
• Accounts payable and receivable review to confirm what you actually owe and what customers owe you.
• Clean financial statements including a profit and loss statement and balance sheet you can rely on.

How the Process Works

1. Free consultation. We talk through what happened, which accounts are involved, and how far back the cleanup needs to go.

2. Records gathering. You share bank and credit card statements, existing QuickBooks access, and any receipts or invoices. We give you a simple checklist so nothing gets missed.

3. Cleanup and reconciliation. We work month by month, correcting errors and reconciling every account until the books balance.

4. Review and handoff. We walk you through the cleaned-up financials in plain language and flag anything your CPA should know about. From there, you can move into monthly reconciliation and ongoing support so the books stay clean.

Pricing

Cleanup is quoted as a fixed project based on how many months are behind, how many bank and credit card accounts are involved, and your monthly transaction volume. After a free consultation, you get a clear quote before any work begins, so there are no surprises.

Why It Matters

Messy books cost more than stress. They lead to missed deductions, late tax filings, inaccurate loan applications, and decisions made on numbers that are simply wrong. A cleanup gives you an accurate picture of where your business stands today and a foundation for reliable financial statements, budgeting and forecasting, and a smoother tax season.

Areas We Serve

ProBook helps businesses across Texas get caught up, including West Texas and the Permian Basin, Abilene, Dallas-Fort Worth, Austin, Houston, San Antonio, and Waco. Because the work runs through QuickBooks Online and secure file sharing, we can support businesses anywhere in the state.

Ready for a fresh start? Schedule a free consultation and find out exactly what it will take to get your books current.