QuickBooks Online Cleanup Services

Cleanup pricing depends on transaction volume, number of accounts, payroll complexity, and the overall cleanup scope. Porter Accounting LLC lists catch-up and cleanup bookkeeping at 1.5× the regular monthly bookkeeping rate, with a starting base rate of $850 per month. Final pricing is provided after the records and required work are reviewed.

Cleanup may include bringing overdue bookkeeping up to date, correcting errors in financial records, organizing transactions, and reconciling accounts. The goal is to create more accurate and reliable books that support financial reporting, lending decisions, investor review, and ongoing business management. The exact work is shaped by the condition and complexity of your records.

Yes. Catch-Up & Clean-Up Bookkeeping is a one-time project service designed to bring overdue books up to date, correct errors, and organize financial records. It can help prepare your accounting information for lending decisions or investor review. The scope and final quote depend on transaction volume, account count, payroll complexity, and the extent of cleanup needed.

Account reconciliation is part of Porter Accounting LLC’s monthly bookkeeping service, which includes reconciling bank and credit card accounts. During a cleanup project, reconciliation needs can be assessed alongside transaction organization and error correction. This helps establish more dependable records, although the exact accounts and work required depend on your bookkeeping situation.

Yes. Porter Accounting LLC offers monthly bookkeeping after a cleanup project. The service includes recording and categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial statements. Essential, Growth, and Advanced plans are available, with final pricing based on transaction volume, number of accounts, payroll complexity, and cleanup needs.

Yes. Porter Accounting LLC provides payroll support to help ensure payroll is properly recorded and aligned with accounting records. The service also addresses payroll tax tracking and accurate reporting. Payroll complexity is one of the factors considered when determining cleanup scope and pricing, so it is useful to identify payroll-related issues during the initial review.

Yes. Porter Accounting LLC provides virtual accounting services across the United States. In-person support is available by appointment around Santa Rosa, San Francisco, and San Jose, California. The firm can review your bookkeeping needs, discuss the records involved, and determine an appropriate cleanup approach regardless of whether support is delivered virtually or in person.

Yes. Catch-Up & Clean-Up Bookkeeping is intended to organize financial records and prepare books for lending decisions or investor review. Porter Accounting LLC also prepares GAAP-compliant financial statements for lenders, investors, and stakeholders. Whether additional reporting is needed depends on the purpose of the review and the condition of the underlying accounting records.

A cleanup is usually the first step. Once transactions are corrected and accounts reconciled, Porter Accounting LLC can prepare supporting schedules, review accruals, and organize documentation for your auditor’s request list. The firm works alongside your external auditors or CPA to prepare the records; it does not perform the audit itself.

If your business sells subscriptions, long-term projects, or bundled products, the cleanup can flag revenue that may need to be recognized differently under ASC 606. Porter Accounting LLC can then set up deferred revenue schedules and adjust entries as a separate, custom-quoted scope, so your statements reflect revenue in the right period.

Yes. After cleanup, businesses can continue with monthly bookkeeping or add controller services from $100 per hour, fractional CFO support from $150 per hour, and GAAP financial statements. This keeps the clean books from slipping back and gives owners reporting they can use for planning, financing, and investor conversations.