MerchantFinancial Advisory
Bookkeeping cleanup

Behind on your books? We'll get you caught up.

Cleanup depends on how many months, accounts and transactions are involved, so we don't guess at a flat rate. Send a few details, and we'll give you a fixed quote before any work starts.

What cleanup covers

From a pile of transactions to books you can use.

Catch-up categorization

Every transaction since the point you fell behind sorted to a chart of accounts that fits your business.

Bank and card reconciliations

Each bank and credit card account reconciled to its statements, month by month, with differences explained.

Payables and receivables tidy-up

Unpaid bills and open invoices matched to payments, duplicates and stale items cleared out.

Opening balances

Starting balances set correctly, so the books agree with where the accounts stand today.

A short written summary

A plain-English note of what we found and fixed, and what to do differently going forward.

Once the books are current, monthly bookkeeping keeps them that way. See how monthly bookkeeping works.

How quoting works

A fixed quote first. Work only after you say yes.

You see the price before we touch your books, and the quote is the price: it doesn't grow as we go.

1

Send the form

Tell us about your books: how far behind, what software, how many accounts. It takes about three minutes.

2

We look at a sample

We review a sample of your accounts and give you a fixed quote before any work starts.

3

You decide

If the quote works, we begin. If not, you owe nothing.

Request a quote

Tell us about your books.

This is a quote request, not an order. Nothing is charged, and you'll get a fixed quote from us by email before any work starts.

* Required

Count every bank account and card the business uses.
Across all accounts. A rough guess is fine.
Please don't include Social Security or bank account numbers. We'll ask for access securely after you accept a quote.

No payment on this page. We reply by email within one business day.

Talk to MFA

Prefer to talk it through?

Book a 30-minute call and tell us where the books stand. We'll suggest the smallest cleanup that gets you current.

Bookkeeping cleanup is bookkeeping work prepared for your own use. It is general accounting support, not tax or legal advice, and sending this form doesn't create a client relationship until you accept a written quote.

From the MFA shop

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