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Bookkeeping Cleanup

From messy to managed — fast, accurate, and stress-free.

If your books are behind, inconsistent, or simply a mess… you’re not alone.
Most business owners fall behind at some point, and the longer it goes, the more overwhelming it feels.

 

The good news? Cleanup is our specialty.

 

Whether you’re a few months behind or several years, we restore your books to clean, accurate, and tax-ready — so you can move forward with clarity and confidence.

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💡 What Is a Bookkeeping Cleanup?

A cleanup brings your financials back to an accurate starting point.

 

It’s more than “catching up”—it’s repairing structure, fixing errors, reconciling history, and giving you a foundation you can trust.

Businesses typically need cleanup when:

  • Transactions are uncategorized or miscategorized

  • Bank and credit card accounts don’t reconcile

  • Old balances don’t match statements

  • Duplicate entries or deleted data exist

  • Prior bookkeeping wasn’t done correctly

  • They’ve changed bookkeepers or software

  • They’re preparing for tax time or a loan

  • Payroll entries don’t tie out

  • The business has grown but the system didn’t

 

No judgment here — just solutions.

⭐ What’s Included in a Cleanup

A full cleanup goes far beyond sorting receipts.
We restore accuracy, structure, and confidence in your financial system.

✔ Enrollment or Software Review

Set up QuickBooks Online (or review your existing setup) to ensure everything is correctly structured.

✔ Chart of Accounts Cleanup & Optimization

We refine your chart of accounts so reporting is clean, meaningful, and aligned with tax requirements.

✔ Transaction Review & Correction

We fix miscategorized expenses, duplicate entries, uncleared items, and inconsistent vendor/payee data.

✔ Receipt & Document Matching

We use Dext Prepare to securely organize receipts and match them with your transactions — no more boxes.

✔ Account Reconciliation (All Accounts)

Bank accounts, credit cards, loans, merchant accounts — reconciled to the penny.

✔ Historical Adjustments & Corrections

We fix prior-year issues, opening balances, retained earnings, and cleanup payroll entries.

✔ Cleanup of Integrations & Syncs

Square, Stripe, POS systems, payroll apps, time tracking apps — we correct data flow issues and rebuild mappings.

✔ Financial Statement Restoration

Accurate, audit-friendly:

  • Profit & Loss

  • Balance Sheet

  • Cash Flow

  • Owner reports as needed

A cleanup is the first step.


Once your books are accurate, we transition you directly into monthly bookkeeping so you never fall behind again.

 

This gives you:

  • Clean books every month

  • Proactive communication

  • Month-end closing

  • Tax-ready financials

  • A consistent, trusted team

  • Clean books → maintained books → confident decisions.

🎯 The Cleanup-to-Monthly Bookkeeping Path

💸 What Does a Cleanup Cost?

Cleanups vary based on:

  • Number of months/years needing cleanup

  • Number of accounts

  • Complexity of past issues

  • Use (or misuse) of integrations

  • Payroll corrections needed

  • Volume of transactions

We provide a fixed-fee quote after a quick discovery call.
No hourly guessing. No surprise bills.

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🧮 Signs You Need a Cleanup Right Now

  • Your reports don’t match your bank accounts

  • You avoid logging into QuickBooks

  • Tax season feels terrifying

  • You can’t trust your numbers

  • You’re behind on invoicing or paying bills

  • Inventory or assets aren’t accurate

  • Your prior bookkeeper left things messy

If this feels familiar, you’re in the right place.

🖤 Why Businesses Choose Owl Accounting

  • Integrated approach: payroll, bookkeeping, and taxes all aligned

  • Fully remote and highly responsive

  • Transparent, fixed-fee pricing

  • No call centers — you always work directly with Lindsay & Toby

  • Clean books: payroll entries posted correctly every time

  • Accurate, compliant, and effortless for your team

Your initial consultation is NO RISK and NO COST!

Mon–Fri, 8–5 CST

OWL ACCOUNTING - 515.207.0222

3790 Kinsey Ave, Des Moines, IA  50317

Serving clients remotely across Iowa and the U.S.

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