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✦ MONEY FLOW BOOKKEEPING CLEANUP VAULT ✦

Your Books Got Behind.Let's Get Them Back In Order.

Receipts everywhere? Months of uncategorized transactions? Accounts that haven't been reconciled? Clean My Books is designed to help organize past bookkeeping activity and create a cleaner starting point for your business records.

START THE CLEANUP↓
01
REV
BOOKS REVIEW

See What We're Working With

We start by reviewing the condition of the records available and identifying the periods, accounts and bookkeeping activity that may need cleanup.

ASSESS THE BOOKS
02
CAT
TRANSACTION CLEANUP

Organize Uncategorized Activity

Transactions that are sitting uncategorized or incorrectly organized can make reports difficult to understand. Cleanup helps place activity into appropriate bookkeeping categories based on available records.

ORGANIZE THE ACTIVITY
03
REC
RECONCILIATIONS

Catch Up The Accounts

Applicable bank and credit card accounts can be reviewed against the bookkeeping records to identify differences, missing transactions and duplicate activity.

GET THE ACCOUNTS ALIGNED
04
OLD
PAST MONTHS

Catch Up The Backlog

If several months of bookkeeping were never completed, cleanup can help work through the backlog so your records are brought closer to current.

WORK THROUGH THE BACKLOG
05
DOC
MISSING INFORMATION

Identify What's Missing

When the books do not tell the full story, we may identify statements, receipts or other supporting records needed from you to complete portions of the cleanup.

FILL THE GAPS
06
RPT
CLEANER REPORTING

Make The Reports More Useful

Cleaner bookkeeping records create a stronger foundation for reviewing reports such as your Profit & Loss and other available financial statements.

VIEW REPORTING → 07
MON
AFTER THE CLEANUP

Keep It Clean Monthly

Once the backlog is addressed, ongoing monthly bookkeeping can help prevent the business from falling months behind again.

EXPLORE MONTHLY BOOKKEEPING → 08
MF
BOOKKEEPING REVIEW

How Messy Are The Books?

Book a review so we can discuss how far behind your records are, what information is available and what may be involved in getting the books organized.

BOOK A REVIEW →
BEHIND DOESN'T HAVE TO MEAN STAY BEHIND.

Clean Up The Past.Get Ready To Stay Current.

Start with a bookkeeping review. We'll discuss the condition of your records and determine what may be needed to get your books organized before moving into ongoing monthly bookkeeping.

BOOK MY BOOKKEEPING REVIEW →