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Bookkeeping Cleanup.
Get Back to Numbers You Can Trust.
Behind on your books or unsure the numbers are right? Our 100% U.S.-based team brings experienced accounting oversight to your cleanup, so you can move forward with reliable financial information. Scope, timing, and pricing are customized to your records.
Sound Familiar?
You started the year with good intentions. Then life happened — a big client, a staffing change, a really busy quarter. Before you knew it, your books were months behind and tax season was breathing down your neck.
You're not alone. This is the most common thing we see. And it's completely fixable.
The problem isn't that you're bad at business. The problem is that bookkeeping isn't your job — running your business is. Let us handle the cleanup so you can get back to what you do best.
What Messy Books Are Actually Costing You
Potential deductions overlooked in incomplete records
Cash flow decisions made on inaccurate information
Extra tax preparation costs caused by disorganized books
Loan applications and investor conversations delayed by unreliable financials
The stress of not knowing where your business actually stands
Choose Your Cleanup Level
Cleanup pricing is customized to the condition and complexity of your books. Schedule your Financial Clarity Call to discuss what you need.
STARTER CLEANUP
For books that need a focused catch-up
What's included:
Bank and credit card reconciliation — up to 3 months
Transaction categorization and cleanup
Chart of accounts review
Clean P&L and Balance Sheet delivered
30-minute review call
STANDARD CLEANUP
For books with gaps, errors, or unresolved balances
What's included:
Everything in Starter
Up to 6 months of full reconciliation
Accounts receivable and payable cleanup
Duplicate payment and missing entry identification
45-minute strategic review call
DEEP CLEANUP
For books that need extensive correction or reconstruction
What you gain:
A clearer financial picture, even when your records need extensive attention
Reliable account balances and financial reports
A better understanding of prior business results
Clear explanations of what your numbers mean
Support for keeping your books current after the cleanup
How the Cleanup Process Works
01
Free Consultation
Your 30-minute Financial Clarity Call gives you time to discuss your concerns, understand what your books need, and get a clear recommendation with customized pricing.
02
You Say Go
Once you approve the scope and the fee, we get started. Payment is due before we begin — no exceptions, no surprises.
03
We Do the Work
Get reliable records and a clearer financial picture. Cleanup timing depends on the condition and complexity of your books and the availability of the records needed.
04
We Review It Together
We walk you through what we found, what we fixed, and what your books are telling you about your business. You leave with clarity and confidence.
05
You Decide What's Next
Keep a clear view of your business after the cleanup. Ongoing bookkeeping helps you stay on top of your finances and make decisions with information you can trust.
You Deserve to Understand Your Business—not Just Receive Financial Reports.
Know what you can afford to pay yourself, whether hiring makes sense, and why profit isn’t turning into cash. Bookkeeping Made Simple helps you connect your numbers to the decisions you face—with clear answers, practical guidance, and attention to your business throughout the year.
You gain an accounting partner who helps you spot problems sooner and plan your next move with confidence.
Q: How long does the cleanup take?
Cleanup timing varies with the condition and complexity of your books and the records available. After reviewing your needs, we discuss an estimated timeline and keep you informed as the work progresses. We do not promise a fixed completion period.
Q: What do you need from me?
We need accountant access to your QuickBooks Online account, bank and credit card statements, and relevant supporting records. You or someone familiar with your business must also be available to answer questions and provide clarification throughout the cleanup.
Some items do not appear in bank activity, such as depreciation or depletion. We may need prior tax returns, asset schedules, and other documentation to account for these items correctly. Your input helps us give you a complete and reliable financial picture.
Q: What if I don't use QuickBooks?
A: We work in QBO. If you're not currently using it, we can discuss migration as part of the engagement. A QBO subscription is not included in our fees.
Q: What happens after the cleanup?
A: Tax preparation is available to existing BMS bookkeeping clients. If you need both bookkeeping and tax prep, let's talk — it's a natural fit.
Q: Do you offer payment plans?
A: Payment is due in full before work begins. For Deep Cleanup engagements, we can discuss a 50% deposit structure.
Q: What if my books are really, really bad?
You don’t have to get your books in order before asking for help—that’s why we’re here. We’ve seen worse, and you won’t get a lecture or judgment from us.
Whether you’re far behind, facing years of errors, or unsure where to start, we can help you get back to numbers you can trust. Replace the stress of not knowing with a clearer view of your cash, profit, and what your business can afford—so you can move forward with confidence.
Schedule your Financial Clarity Call and take the first step toward getting your books—and your peace of mind—back in order.
Stop Putting It Off. Your Books Won't Clean Themselves.
Every month you wait is another month of inaccurate data, missed deductions, and financial decisions made in the dark. The cleanup is a one-time investment that pays for itself in the clarity, the deductions you'll recover, and the stress you'll eliminate.
Let's get your books clean so you can get back to running your business.
Or call us directly: 801-692-0032
Customized pricing. Clear expectations. No judgment.
Trusted by small business owners who need more than a bookkeeper — they need a partner.
Hear from a few of our satisfied clients!
Greg Ormeo
Donna and the team are the best! This is our first year selling and they have been so helpful.
Tanya Welch
Donna is extremely knowledgeable and always quick to respond to any questions we had. Her expertise and promptness made the entire process smooth and stress-free. I highly recommend her!
Roger Knecht
Thanks for the great work cleaning up the books of business for my clients. Love the attention to detail.
Erin Wiersma
I was on a very short time line to close on my house. I unexpectedly had three days to do my taxes. So that I could close on time.
Donna made it happen.
She squeezed me in and made sure taxes were filed in time.
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801-692-0032