Bookkeeping Cleanup
Not Sure You Can Trust Your Books? Let's Fix That.
A fresh set of eyes can uncover a lot. A whole team can do something about it.
Maybe the books got away from you while you were busy running your business. Or someone else has been handling them and something just doesn’t add up. Or maybe you need numbers you can trust now for tax time, lender readiness and financing, or a big decision ahead. However you got here, that’s why we’re here. Our experienced accounting team knows how to dig in, untangle the details, and get your financials clean, accurate, and caught up. We’ve cleaned up books for businesses across construction, manufacturing, professional services, nonprofits, and other growing industries—so we know where to look, what questions to ask, and how to make sure the cleanup is actually clean.
Months (or Years) Behind
Behind on bookkeeping? No judgment. We'll work through what's piled up, reconcile the accounts, and get your books caught up and current.
The Books Are Done - But Not Right
Strange balances, old transactions, or reports that don't make sense? Our team knows where to look, what to ask, and how to get to the bottom of it.
Ready For A Fresh Start
Changing bookkeepers or accounting firms? We'll dig into what you've inherited, tie up the loose ends, and make sure the books are right before moving forward.
You've Outgrown Your Setup
Your business changed. Your accounting setup didn't. We'll clean up what's no longer working and get your accounting foundation ready for what's next.
Your
Why
When your books aren't right, the ripple effects can get expensive.
We've untangled messy books across construction, manufacturing, restaurants, nonprofits, professional services, and businesses of all kinds. We know what to look for, how to find what's off, and how to get your financials accurate again.
Clean up the past. Get confident in your numbers. Move forward.
Tax Time
Overstated income, duplicate transactions and missed expenses can mean paying taxes on money you didn't actually make.
Selling or Valuing Your Business
Messy books can muddy what your business is really worth — and create questions you don't want a buyer or valuator asking.
Financing and Lender Readiness
The bank won't take your word for it. Clean, accurate financials can mean the difference between moving forward and hitting a financing roadblock.
Making a Big Decision
Hiring, expanding or making a major purchase? Don't make a high-stakes decision based on numbers you can't trust.
Bringing on a Partner or Investor
Putting your numbers in front of someone else? Clean, accurate financials build confidence — and stand up to the questions that follow.
Due Dilligence, Audit or Compliance
When someone starts digging into your books, small problems don't stay hidden. Get ahead of the questions before they're being asked.
A Whole Team (& a lot of coffee) Behind You
Bookkeeping cleanup rarely comes down to one obvious mistake. That's where having a whole team with decades of combined experience across businesses and industries really matters. When something doesn't add up, we're not relying on one person to have every answer. We put our heads together, pull in the right expertise, and keep digging until your books make sense again.
What's hiding in your books?
01
Months or years of unreconciled accounts
02
Incorrect, duplicate, or missing transactions
03
Outdated or messy chart of accounts
04
Balances that don't match your actual accounts
05
Old or inaccurate accounts receivable & payable
06
Payroll - related discrepancies
07
Uncategorized or incorrectly categorized transactions
08
Quickbooks setup & opening balance incorrect
09
Historical errors carried forward
10
Financial reports you can't confidently use
Our Process
Discovery
We start with a conversation about what’s going on, what you know, and what you need the books ready for. Then we dig into the books ourselves. Our team knows what to look for, where problems tend to hide, and which details deserve a closer look.
Plan & Proposal
Once we know what we're working with, we'll put together a clear scope and proposal for your bookkeeping cleanup. You'll know what needs attention, what we're going to tackle, and what it will take to get things right.
Clean Up Crew Assemble
We get to work: untangling the books and getting you back to clean, accurate financials you can trust. Then, go do the thing you came here to do. Apply for that financing. Make the big decision. Hand clean books to your tax preparer. Or simply get back to running your business without wondering if the numbers are right.
Real Life Clean Up: Manufacturing Edition
In need of lender ready books.
A growing manufacturer was preparing to apply for financing. The books were current and had been maintained by a bookkeeper with 15 years of experience but the financials weren’t reflecting the strength of the business. Before going back to the lender, they needed to know why.
We knew where to look...
Our team took a deeper look and found the chart of accounts wasn’t structured for manufacturing. Inventory, materials, and production costs weren’t flowing correctly through Cost of Goods Sold (COGS), throwing off gross margin, profitability, the P&L, and balance sheet. The issue had been quietly carrying forward for years.
Now the numbers tell the truth!
We rebuilt the chart of accounts, corrected COGS and inventory classifications, reconciled the affected accounts, and delivered clean, lender-ready financials that finally told the full story. With numbers they could trust, the owners could confidently get back to the financing conversation and back to growing the business.
Clean Books. Now What?
Tax Time?
Clean books? Check. Now get them to the tax pro. We have established relationships with trusted local CPAs—including professionals who reserve availability for Elevated clients—so you don’t have to find or manage that relationship on your own.
Trying to get a loan?
Whether the answer is yes, not yet, or “show us more,” we can help with what comes next—from cash flow and projections to budgets and understanding what that new debt means for your business.
Keep 'er clean
Doing the books yourself? Get that time back. Had bookkeeping support before? Get the benefit of an experienced team and more than one set of eyes.
You run your business. We’ll keep the books clean, current, and ready for what’s next.
