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How much does bookkeeping cleanup cost?

For most small to mid-sized businesses, bookkeeping cleanup runs between $1,500 and $5,000. Simple cleanups with a few months of catch-up work fall on the lower end. Complex situations involving multiple years of neglected records, numerous bank accounts, and significant reconciliation issues push toward the higher end or beyond.

Several factors determine where your project lands on that range. Transaction volume matters most. A business with 50 transactions per month takes far less time to clean up than one with 500. The number of months or years requiring attention multiplies the work accordingly. A business that’s six months behind with moderate activity is a different project than one that’s three years behind with heavy transaction flow.

The state of existing records affects pricing significantly. If someone attempted bookkeeping but made errors, the cleanup involves identifying what’s wrong, correcting it, and then catching up. That takes longer than starting fresh with raw bank statements. Duplicate entries, miscategorized transactions, and unreconciled accounts all add time.

The number of accounts requiring reconciliation plays a role too. One checking account and one credit card is straightforward. Multiple bank accounts, several credit cards, loans, lines of credit, and merchant processor accounts create more work. Each account needs individual attention to verify balances and track down discrepancies.

What you need at the end also influences cost. Basic cleanup to get records current for tax filing is one thing. Cleanup that needs to support a bank loan application or potential business sale requires a higher level of documentation and accuracy. Financial records cleanup for financing purposes often involves additional verification steps.

Most firms price cleanup projects after reviewing what’s actually involved. They’ll ask for bank statements, access to your current accounting file if one exists, and information about what periods need work. Some quote a flat project fee. Others estimate a range with a not-to-exceed cap. Hourly billing without a cap is risky for you since you have no way to predict the final cost.

The timing of cleanup can affect urgency premiums. Needing records fixed before a tax deadline or closing date may cost more than a project with flexible timing. Rush work means rearranging schedules and potentially working overtime.

One thing to consider is whether cleanup alone solves your problem. Getting records current is useful, but if the same issues will recur because there’s no ongoing controller services Boca Raton oversight, you’ll pay for cleanup again in a year or two. Some businesses combine cleanup with monthly services to fix the past and prevent future problems.

The cost of cleanup is almost always less than the cost of not cleaning up. Inaccurate records lead to missed deductions, surprise tax bills, and poor business decisions based on numbers that don’t reflect reality. If you’re applying for financing, messy books can delay or kill the deal entirely. The cleanup fee is an investment in knowing where your business actually stands.

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More Questions

How do I clean up undeposited funds in QuickBooks?

Start by running a report to see what's stuck in undeposited funds, then either create proper bank deposits for legitimate payments or delete duplicate entries. The account should match actual cash waiting to be deposited.

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How does a controller handle depreciation and amortization?

A controller maintains depreciation and amortization schedules, books monthly adjusting entries, reviews useful life assumptions, and ensures assets are properly recorded on financial statements. This work requires judgment that goes beyond basic bookkeeping.

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Can bookkeeping cleanup help me get a business loan?

Yes. Lenders need accurate financial statements to evaluate your business. Messy or outdated books create red flags that slow down approvals or lead to outright denials.

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How do I fix duplicate entries in my accounting software?

Run a transaction detail report sorted by amount and date to identify duplicates, then delete or void the extra entries. Reconciling accounts monthly prevents most duplicates from happening in the first place.

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What internal controls should a controller implement?

A controller should implement segregation of duties, approval workflows, regular reconciliations, and access restrictions. The specific controls depend on company size and risk areas, but the goal is preventing errors and fraud while maintaining efficient operations.

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How often does a fractional CFO meet with my business?

Most fractional CFO engagements include monthly or bi-weekly scheduled meetings. The actual frequency depends on your business complexity, current projects, and whether you're in a growth phase or steady state.

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Premium controller and CFO advisory services for South Florida businesses, located in Boca Raton. Jargo delivers executive-level financial leadership to companies that have outgrown basic bookkeeping. Owned and operated by a CPA with over 15 years of C-suite experience.

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