QuickBooks Cleanup Assessment

Price: $195 fixed

Payment: 100% prepaid

The assessment is a diagnostic review. It is designed to identify important problems, missing information, reconciliation concerns, cleanup priorities, and the likely scope of a separate Cleanup & Catch-Up engagement.

You receive

— A concise review of the current bookkeeping condition

— Prioritized findings

— Missing-information and unresolved-item notes

— Scope and professional-boundary flags

— A recommended cleanup sequence

— A fixed-price proposal when the available information supports one

The assessment does not itself correct, clean up, or reconcile the books.

If the related Cleanup & Catch-Up proposal is accepted within 30 calendar days, the $195 assessment fee is credited once against the initial 50% cleanup payment.

The Cleanup Assessment is currently available through Upwork. Project requirements, communications, files, contracts, and payment remain within Upwork.

QuickBooks Cleanup & Catch-Up

Price: starting at $750

Payment: 50% upfront; remaining 50% before final delivery

This is a defined fixed-price project for an approved historical period. The exact work depends on the condition of the file, available records, number of accounts, transaction volume, and complexity.

The approved scope may include

— Supported transaction cleanup

— Reconciliation of included bank and credit-card accounts

— Chart-of-accounts cleanup or maintenance

— Final Profit and Loss and Balance Sheet reports

— Reconciliation-status summary

— Unresolved-items and documented-limitations summary

— Cleanup completion summary

A Cleanup Assessment may be required before a fixed cleanup price can be offered, especially when scope is unclear or the books are significantly behind.

Monthly QuickBooks Bookkeeping

Price: starting at $325 per month

Typical range: $325–$475 per month

Payment: automatic card or ACH payment in advance after the direct-payment workflow is approved and activated

Monthly service may include

— Supported transaction review and categorization

— Reconciliation of included accounts

— Chart-of-accounts maintenance

— Monthly Profit and Loss and Balance Sheet reports

— Reconciliation-status summary

— Unresolved-items summary

— Concise month-end status summary

Books must be current and supported before monthly bookkeeping begins. If opening balances or reconciliation status are unreliable, an assessment or cleanup project may be required first.

What these services do not include