If your books are behind, messy, or not matching the bank, accounting
cleanup helps you get back to accurate financial reporting fast. BokiPro BK fixes errors,
reconciles accounts, and creates a clean baseline so monthly bookkeeping becomes simple.
A lender or partner asked for clean financial statements
What’s Included in Accounting Cleanup
Catch-up bookkeeping for past months (as needed)
Bank and credit card reconciliation fixes
Correction of miscategorized or duplicated transactions
Cleanup of uncategorized items and suspense accounts (as applicable)
A clean baseline report so you can move forward
QuickBooks cleanup support (if applicable)
Get an appointment
Our Cleanup Process
01.
Scope Call
Confirm how many months are behind and what issues exist
02.
Access To Quick Books
Connect tools, confirm reporting needs, and define workflow
03.
Reconcile & Correct
fix transactions and reconcile bank/credit card accounts
04.
Rebuild Reporting
generate accurate Profit and Loss and Balance Sheet
What You Receive
Reconciled accounts (bank and credit cards for the cleanup period)
Corrected financial statements (Profit and Loss and Balance Sheet)
A list of open questions or missing items (if any)
Recommendations to keep books clean going forward
Our Mission
Our mission is simple: help small and medium-sized businesses reach profitability targets by
maintaining accurate financial records and providing clear insights that support smarter decisions.
Credentials That Back the Work
We believe trust is earned through consistency, documentation, and professional standards. Our
work is guided by certification and platform expertise, not guesswork.
What You Get With BokiPro BK
Cleanup is the reset. After that, most clients move into monthly bookkeeping services so their
books stay accurate.
Step 1
Move into Monthly Bookkeeping Services
Step 2
Add Payroll Services if you have employees
Step 3
Add Fractional CFO support if you want forecasting and profitability planning
Accounting cleanup is the process of correcting bookkeeping errors, reconciling accounts, and
organizing transactions so your financial reports are accurate and usable
Cleanup time depends on the number of months behind, the number of accounts, and how
many issues are present. After a consultation, we confirm the scope and timeline.
