Service
Behind on the books? We catch them up and keep them there.
Catch-up bookkeeping and QuickBooks or Xero cleanup from ProvenCFO: every open month reconciled, the chart of accounts rebuilt, duplicates and miscodings fixed, and a balance sheet your CPA and your bank can rely on. Fixed price, then monthly bookkeeping takes over.
From $500
What you get, and when
| Deliverable | Cadence | Format |
|---|---|---|
| File review and scope | Week 1 | Written list of what is wrong and a fixed quote |
| Chart of accounts rebuild | Week 1 to 2 | Industry-standard chart, by project or class where it matters |
| Reconcile every open month | Weeks 2 to 6 | Bank, cards, loans, payroll liabilities, sales tax |
| Fix miscodings, duplicates, undeposited funds | Throughout | Documented in a cleanup log |
| Opening balances and prior-year tie-out | End of cleanup | Tied to the last filed return |
| Handoff to monthly bookkeeping | Final week | Close calendar, connected apps, first weekly cycle |
What cleanup costs
| Where the books stand | Typical one-time price | Typical timeline |
|---|---|---|
| Current, needs a review and a few fixes | 1x the monthly bookkeeping fee | 1 to 2 weeks |
| 1 to 3 months behind | 2x to 3x the monthly fee | 2 to 3 weeks |
| 3 to 12 months behind | 4x to 6x the monthly fee | 3 to 6 weeks |
| 12+ months, multiple entities, inventory or crypto | Quoted after a file review | 6 to 10 weeks |
Minimum $500. The quote is fixed before work starts. If we find something in the file that changes the scope, we stop and tell you.
Is this the right level?
- The last reconciliation was months ago and the bank balance in QuickBooks is fiction.
- A bookkeeper or controller left and nobody knows what they were doing.
- Your CPA extended the return because the books were not ready.
- You are about to raise money, borrow, or sell, and the numbers have to hold up to someone else's review.
How onboarding runs
Review and quote
Read-only access to the file and the bank. A written list of what is wrong and a fixed price.
Cleanup
Month by month, oldest first, with a log of every change so your CPA can follow it.
Monthly bookkeeping starts
The file is current. Weekly coding and the monthly close take over so it never falls behind again.
Questions
How long does a QuickBooks cleanup take?
One to two weeks if the books are current and need review; three to six weeks for three to twelve months behind; six to ten weeks for multi-year or multi-entity files. We quote the timeline with the price.
How much does catch-up bookkeeping cost?
From $500. Usually one to six times the monthly bookkeeping fee, depending on how far behind and how messy. The quote is fixed before we start; see the table on this page.
Do I have to switch to monthly bookkeeping after?
No, but most clients do, because a cleaned file falls behind again within a quarter without a weekly process. We will quote both.
Will my CPA be able to follow what you changed?
Yes. Every change is logged, opening balances are tied to the last filed return, and we will talk to your CPA directly.
Can you clean up Xero, or move me between systems?
Both. We work in Xero and QuickBooks Online and have migrated clients between them, and from Wave into QuickBooks.
Start here
Find out what your numbers are telling you.
A 20-minute call. We look at how your books run today and tell you what we see. Nothing is sold on the call.