Fixed Scope, Fixed Timeline
No openended cleanup — you know exactly what and when.
Cleanup Bookkeeping
Cleanup Bookkeeping Services
If your books are messy, miscategorized or out of tie with your bank, we reset them into a clean, reconciled, audit ready state.
Overview
What this service covers
We start with a diagnostic review, agree a fixed scope and timeline, then restructure your chart of accounts, recategorize prior transactions and reconcile every account — leaving you with clean opening balances ready for a fresh close cadence.
Benefits
Why clients keep this service on retainer
AuditReady Output
Books your CPA, auditor or lender can actually work with.
TieOut Discipline
Bank, AP, AR and payroll balances tied to source at the finish line.
Smooth Handover
Cleanup rolls straight into ongoing monthly bookkeeping if you want it.
What's Included
Everything We Handle for You
A clear, senior reviewed scope so you know exactly what's delivered every month.
Diagnostic review of your existing books
Chart of accounts restructure
Recategorization of prior transactions
Bank and credit card reconciliation catch up
AP / AR cleanup and aging tie out
Clean opening balances for a fresh close cadence
Why CALVIQO
Built for Trust, Accuracy & On Time Reporting
Direct Communication
You talk to the two people actually doing your books — no account managers, no ticket queues.
Personalized Attention
A small client list on purpose, so every engagement gets careful, senior level attention.
Accurate & Confidential
Every entry doublechecked, NDAbacked and handled with secure, least privilege access.
Fast Turnaround
Samebusinessday responses on weekdays and a fixed monthly delivery calendar you can plan around.
Ideal Clients
Who this works best for
- Businesses whose books have drifted out of sync with the bank
- Companies preparing for tax filing, audit or funding
- New owners inheriting messy prioryear books
- CPA firms needing a reliable cleanup partner
Software Expertise
Tools we work in for this service
We work directly inside the software your business already runs on, no forced migrations, no extra tools to learn.
QuickBooks OnlineXeroTally PrimeZoho BooksMicrosoft Excel
Our Process
Simple, Repeatable & Stress Free
Discovery Chat
A short intro over email with our two person team to understand your business, tools and priorities.
Setup & Onboarding
Software access, chart of accounts review and a monthly cadence tailored to you.
Monthly Delivery
Entries, reconciliations and close handled personally, same people every month.
Reports & Direct Support
Reviewed reports on a fixed date, plus direct email access on weekdays.
Cleanup Bookkeeping, FAQs
Ready to move? Send an inquiry.