What Is Book Cleanup?
Book cleanup is the process of reviewing, correcting, and organizing a business’s financial records to ensure they are accurate, complete, and up to date. It is often needed when books have fallen behind, contain errors, or were not set up correctly.
Book cleanup fixes messy or incomplete books so financial reports can be trusted.
What Book Cleanup Includes
Book cleanup focuses on correcting past bookkeeping issues, including:
Transaction review – Reviewing and correcting income and expense transactions
Account reconciliation – Reconciling bank and credit card accounts
Error correction – Fixing misclassified, duplicated, or missing entries
Account balance cleanup – Clearing inaccurate balances and unresolved items
Payroll & sales tax review – Verifying payroll and sales tax entries, when applicable
Financial report correction – Ensuring Profit & Loss, Balance Sheet, and Cash Flow reports are accurate
Why Book Cleanup Matters
Book cleanup helps businesses:
Prepare for tax filing or audits
Avoid penalties caused by inaccurate records
Gain clarity into true financial performance
Establish a clean starting point for ongoing bookkeeping
Book cleanup restores accuracy and confidence in your financial records, creating a reliable foundation for future bookkeeping and business decisions.