Months of unposted transactions in QuickBooks. Bank feeds not reconciled. Sales tax filed on guesswork. Your CPA emailing about tax season and you don't know where the receipts are. Sound familiar? We catch you up — fixed price, fixed timeline, fixed deliverable. QuickBooks Online, QuickBooks Desktop, Xero, Wave, FreshBooks — all supported.
ACMA CGMA chartered · Fixed price · No long contracts · From $695
Receipts in a shoebox, bank feeds not reconciled, transactions stuck in "Ask My Accountant" since the new year.
You filed last quarter's state sales tax because the state asked — but you can't actually defend the numbers if the state inspects.
Your CPA needs the books for the 1120/1120S/1065 filing and you're nowhere near ready. The deadline is in 6 weeks.
You can't easily pull who you paid $600+ across vendors. W-9s missing. 1099-NEC deadline (January 31) feels impossible.
Duplicate vendors, transactions split across wrong accounts, an Owner's Draw / Owner's Contribution mess no-one can explain.
IRS or state DOR has written about a specific year, return, or transaction. You need clean records to respond fast.
All work performed by an ACMA CGMA chartered management accountant. No offshore outsourcing. Quote agreed in writing before we start.
Up to 3 months of unposted transactions in a generally tidy accounting platform. Most freelancers, side hustles, and single-state SMBs land here.
A full year that needs reconciliation, restructuring, and a clean handoff to your CPA for federal and state filings. Includes 1099 prep if needed.
Multi-year reconstruction, IRS enquiries, or pre-sale due-diligence preparation. Scoped at free 30-min call.
If your books live somewhere, we can clean them up there.
Bank feed reconciliation, undeposited funds cleanup, chart restructure, sales tax compliance, 1099 prep.
Pro, Premier, Enterprise. Bank reconciliation, condensing files, fixing journal entries, year-end close.
Bank reconciliation, repeating invoices, contact deduplication, tracking categories, multi-currency.
Solo freelancer-focused platforms. Project codes, time tracking, expense categorisation.
We'll migrate you onto QuickBooks Online or Xero as part of the cleanse — at no extra charge.
Sage Intacct, NetSuite, Bench (yes, even ex-Bench customers), Pilot exports. We work with most US SMB platforms.
We look at your books together (Zoom screen-share), agree the tier, and agree the fixed quote in writing.
Wise USD bank wire or ACH. Work begins the next business day. No deposit, no work — keeps us both honest.
5 business days for catch-up, 10 for full-year, agreed timeline for forensic. We message you only if we hit something needing your decision.
Cleanup report, reconciled platform, CPA handoff pack. Balance invoiced on delivery, Net-7.
Bookkeeping cleanup brings a mess of unposted transactions, unreconciled bank accounts, and uncategorised entries into a clean, year-end-ready state. It typically involves: reconciling bank feeds, categorising transactions correctly, posting vendor bills and customer invoices, fixing duplicate or mis-categorised entries, reconciling sales tax against state filings, restructuring the chart of accounts if needed, and producing a CPA handoff pack. It is NOT tax preparation, IRS representation, or audit — though our cleanup makes all three much faster and cheaper.
No — most CPAs welcome a properly-cleaned set of books because it dramatically reduces their tax-season workload (and they can quote you less for the 1120/1120S/1065). We work to your CPA's preferred chart-of-accounts structure, deliver a handoff pack, and coordinate directly with them if you authorise us. Many cleanups come via CPA referrals.
No — Stuart Wilson is ACMA CGMA (Chartered Management Accountant, CIMA + AICPA jointly). For bookkeeping cleanup, sales tax reconciliation, 1099 prep, and CPA handoff work, the ACMA CGMA training is more than sufficient. For US federal and state tax filings (1040, 1120, 1120S, 1065, state returns), IRS representation, or tax advice, you need a US CPA or EA. We coordinate with your existing CPA — or we'll refer you to one if you don't have one.
Yes. QuickBooks Online and Xero both support "Accountant" access — you invite us with the right permissions, we do the work, you revoke access any time. We don't store login credentials — we use the platform's native access controls.
Bench shut down December 2024 and migrated customers to QuickBooks Online (with limited support). We get a lot of ex-Bench cleanup work — we know exactly what the Bench-export QBO file looks like and what's typically broken: COA structure, account mappings, and 12+ months of mis-categorised transactions Bench's algorithm got wrong. See our Bench alternative page →
We can — as your authorised agent, we file state sales tax returns. The cleanup tier includes reconciliation against your filings but not the submission itself ($199 per state registration / $99 per filing). For 1099 prep, we reconcile vendor payments and prepare the 1099-NEC/MISC forms — your CPA or you file with the IRS.
This is the Forensic Cleanse tier. We rebuild underlying records, produce defensible working papers, and prepare your response with your CPA or tax attorney. We are not a CPA, EA, or attorney — for IRS representation that requires a Power of Attorney (Form 2848), you need one of those. We coordinate.
Most cleanups start the same week. Free 30-minute scoping call (today or tomorrow), written quote within 24 hours, 50% deposit via Wise USD wire or ACH, work begins next business day. Catch-up delivered in 5 business days, full-year in 10. Forensic agreed at scoping.
30-minute scoping call. We'll look at your books together, agree the tier, give you a fixed price. No pitch — just clarity on what your cleanup will look like and what it'll cost.
Book Free Scoping Call →