CURRENT BOOKS START WITH A PROPER CLEANUP
CURRENT BOOKS START WITH PROPER CLEANUP
Clean Up Services
If your books feel too messy to look at, you're not alone. Old transactions, missing categories, duplicate entries, and unreconciled accounts pile up fast. Then tax season hits and everything feels urgent. Cleanup Services from STO Bookkeeping is a focused project that fixes the past so you can move forward. We sort, correct, and organize your existing records, then hand back a clean, accurate file that you and your CPA can trust.
If your books feel too messy to look at, you're not alone. Cleanup Services from STO Bookkeeping is a focused project that fixes the past so you can move forward. We sort, correct, and organize your existing records, then hand back a clean, accurate file that you and your CPA can trust.
Maybe your bookkeeping started strong and slipped during a busy season. Maybe a previous bookkeeper moved on and the file never felt right again. Whatever the reason, you look at your accounting software and think, “I have no idea if these numbers are real.”
Cleanup Services is the reset. STO Bookkeeping reviews what you have, untangles the history, and organizes your accounts so your reports finally match reality. After that, you can either keep managing things in house or move into one of our monthly plans with confidence.
Cleanup Services is a strong fit if you…
This is the “let’s fix it properly, once” level for owners who want a clean slate and a reliable starting point.
What You Get With Cleanup Services
With Cleanup Services from STO Bookkeeping, you get a one time project that brings your financial records up to standard.
Chart Of Accounts Review
We review your existing chart of accounts and adjust it so it reflects how your business actually earns and spends. This creates a clear structure for both historical cleanup and future reporting.
Bank And Card Reconciliations
We reconcile your bank, credit card, and other key accounts for the agreed time period. Balances in your accounting software are brought into line with actual statements.
Transaction Categorization
We categorize uncoded transactions and correct obvious misclassifications. Vendor payments, subscriptions, payroll, and client receipts land where they belong so your reports tell a true story.
Error Checks And Corrections
We look for duplicates, out of balance entries, and other common issues, then correct them. The goal is a file that behaves the way it should and does not throw off strange results.
Clean Historical Reports
Once cleanup is complete, you receive updated financial statements for the periods we covered. These are ready for use with your CPA, lender, or internal planning.
Clear Path Into Ongoing Support
If you choose to continue with STO Bookkeeping, we move from cleanup into Foundational, Advanced, or Elite support on a clean base. If you prefer to handle things internally, you still leave with an organized, accurate file.
How Cleanup Services Work
01
Diagnostic Review
We start with a short call and a secure look at your current accounting file. That helps us see how many accounts are involved, how far back cleanup needs to go, and where the biggest issues sit. From there, we outline the scope, timeline, and investment for your cleanup project.
02
Cleanup Work
Once you approve the plan, we work through your file in a structured way. We reconcile accounts, categorize past transactions, correct errors, and refine your chart of accounts. If we need context on unusual items, we ask simple, direct questions instead of guessing.
03
Handoff And Next Steps
When cleanup is finished, we walk you through what changed and provide updated reports. At this point, you can either keep managing your books or roll straight into an ongoing STO plan that fits your stage of growth.
When Cleanup Services are Complete, You can:
Know your accounting software matches your bank and card balances
Have past income and expenses organized in a way that makes sense
Give your CPA clean data instead of a messy file that needs extra work
Start monthly bookkeeping support on a solid, accurate foundation
Feel relief when you open your books, not dread
If your books feel too messy to fix alone, this one time project gets you back to level ground.
Common Questions, Answered
How far back will you clean up my books?
That depends on your situation. During the diagnostic review, we decide together which months or years need cleanup and set the project scope around that period.
Will cleanup affect my tax filings?
Cleanup often improves the quality of information used for taxes. We prepare accurate statements for the periods we cover and you share those with your CPA. They handle any filing updates that may be needed.
Can you switch my accounting system during cleanup?
If you are moving from one system to another, we can talk about whether it makes more sense to clean up in the current software or set up a new file and carry over starting balances. We will recommend the path that keeps things accurate and manageable.
What happens after cleanup is finished?
You can choose to manage the books yourself, keep an occasional relationship with STO for checkups, or move directly into one of our monthly plans. Many clients choose Foundational or Advanced so their books stay clean after all the work that went into fixing them.
What if my file is in very bad shape?
That is common. The diagnostic step exists for exactly this reason. We look honestly at what is there, outline what is realistic, and give you a clear plan to get from “I cannot trust this” to “this is accurate enough to run my business and file taxes.”
Common Questions, Answered
Cleanup often improves the quality of information used for taxes. We prepare accurate statements for the periods we cover and you share those with your CPA. They handle any filing updates that may be needed.
If you are moving from one system to another, we can talk about whether it makes more sense to clean up in the current software or set up a new file and carry over starting balances. We will recommend the path that keeps things accurate and manageable.
You can choose to manage the books yourself, keep an occasional relationship with STO for checkups, or move directly into one of our monthly plans. Many clients choose Foundational or Advanced so their books stay clean after all the work that went into fixing them.
That is common. The diagnostic step exists for exactly this reason. We look honestly at what is there, outline what is realistic, and give you a clear plan to get from “I cannot trust this” to “this is accurate enough to run my business and file taxes.”
If your books are several months behind, your bank balances in the software do not match your real accounts, or your CPA has raised concerns, you likely need a cleanup project before ongoing service will run smoothly.
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