Monthly Bookkeeping & Finance Operations
Once the books are clean, keep them that way with ongoing monthly support.
Learn More →Cleanup and catch-up bookkeeping for Washington businesses.
If your books are behind, your previous bookkeeper made mistakes, or your QuickBooks file is a mess — you are not starting from scratch. You are starting from a cleanup. Lynn Solutions fixes the foundation so you can trust your numbers again.
THE PROBLEM
Bad bookkeeping does not fix itself. It compounds.
Maybe your previous bookkeeper categorized things incorrectly. Maybe reconciliations were skipped. Maybe the books have not been touched in months — or years. Maybe you switched software and nothing carried over cleanly.
Whatever happened, the result is the same: you cannot trust the numbers, your CPA is frustrated, your tax returns may have issues, and you have no clear picture of where the business actually stands.
The longer it sits, the worse it gets. Every month of messy books makes the next month harder to untangle.
Lynn Solutions cleans it up — methodically, thoroughly, and without judgment.
WHAT IS INCLUDED
We fix what is broken and build a clean foundation going forward.
Every cleanup is different. The scope depends on how far behind the books are, how many accounts are involved, and what condition the data is in. Here is what a typical cleanup engagement covers.
Historical Review
Full review of existing books. Identification of errors, gaps, and misclassifications. Assessment of how far back the cleanup needs to go.
QuickBooks Cleanup
Chart of accounts review and restructuring. Duplicate or unnecessary account cleanup. Proper categorization of transactions. Removal of incorrect entries.
Reconciliation Repair
Bank and credit card reconciliation for all open periods. Resolution of unreconciled differences. Correction of prior reconciliation errors.
Balance Sheet & Tax Review
Balance sheet review to identify issues. Liability and asset account verification. Sales tax account review. Identification of tax-related errors that may affect filings.
Process Recommendations
Recommendations for preventing the same problems going forward. Software workflow suggestions. Handoff to monthly support if ongoing bookkeeping is needed.
HOW IT WORKS
The cleanup process from start to finish.
Step 1
Initial Review
We look at your current QuickBooks file, bank accounts, credit cards, and any existing records. We assess the condition of the books and identify what needs to be fixed.
Step 2
Scope & Pricing
Based on the review, we scope the cleanup project. Pricing depends on the number of months or years involved, the number of accounts, the condition of the data, and the complexity. We give you a clear project scope before work begins.
Step 3
Cleanup
We work through the books methodically — reconciling accounts, correcting misclassifications, fixing the chart of accounts, resolving balance sheet issues, and cleaning up tax-related entries.
Step 4
Verification
We verify the cleaned-up books against bank statements, tax records, and other source documents. The goal is numbers you and your CPA can trust.
Step 5
Handoff
Once the books are clean, we either hand them back to you with recommendations — or transition into Monthly Bookkeeping & Finance Operations so the books stay clean going forward.
WHO THIS IS FOR
If your books are wrong, behind, or a mess — this is where you start.
Cleanup is the right starting point if:
Your previous bookkeeper made errors or missed things. Your books have not been updated in months or years. You switched accounting software and the data did not transfer cleanly. Your CPA flagged issues during tax season. Your QuickBooks file has duplicate accounts, miscategorized transactions, or unreconciled periods. You do not trust the numbers in your financial reports.
Cleanup and catch-up projects are scoped after an initial review. Project pricing depends on the condition of the books, the time period involved, account complexity, and whether ongoing support is needed afterward.
- 5 years in business
- 20+ clients served
- $1M–$50M+ client revenue range
Caught multiple tax issues inside QuickBooks that previous bookkeepers missed. Helped correct issues overlooked in prior bookkeeping for multiple clients.
Cleaned up and restructured QuickBooks files so clients could trust their numbers again.
“Lynn Solutions and Stephanie have been fantastic when I found myself needing bookkeeping help for my business. They are helping me make corrections that have been overlooked in the past and given me great information on best practices and processes going forward.”
“Our small business worked with Lynn Solutions on some bookkeeping needs recently and we were so impressed with the quality of service they provided! Stephanie is incredibly knowledgeable, very thorough, and detail-oriented. I would highly recommend this business.”
QUESTIONS
FAQ
What is bookkeeping cleanup?
Bookkeeping cleanup is the process of reviewing, correcting, and reorganizing a business's financial records. This includes fixing miscategorized transactions, reconciling bank and credit card accounts, restructuring the chart of accounts, resolving balance sheet issues, and identifying tax-related errors. The goal is to produce accurate financial records that the business owner and their CPA can trust.
How much does bookkeeping cleanup cost?
Cleanup projects are scoped after an initial review. Pricing depends on the condition of the books, how many months or years need to be corrected, the number of accounts involved, and whether the business needs ongoing monthly support afterward. Lynn Solutions provides a clear scope before work begins.
How long does a bookkeeping cleanup take?
The timeline depends on the scope. A few months of catch-up work may take one to two weeks. Multiple years of cleanup with significant errors may take several weeks or longer. Lynn Solutions provides a realistic timeline during the scoping process.
Do I need cleanup before starting monthly bookkeeping?
It depends on the condition of the books. If there are unreconciled periods, misclassified transactions, or balance sheet issues, cleanup typically needs to happen first. Many clients start with cleanup and transition into monthly bookkeeping once the foundation is solid.
Can Lynn Solutions fix QuickBooks errors?
Yes. QuickBooks cleanup is one of the most common reasons businesses come to Lynn Solutions. This includes fixing chart of accounts issues, correcting miscategorized transactions, resolving reconciliation errors, cleaning up duplicate entries, and restructuring the file so it works properly going forward.
What if my previous bookkeeper made mistakes?
That is one of the most common situations Lynn Solutions handles. We review what was done previously, identify errors, correct them, and put recommendations in place to prevent the same issues from happening again. No judgment — just a clean set of books.
Will cleanup affect my tax filings?
Cleanup may reveal issues that affect prior or current tax filings. Lynn Solutions identifies tax-related errors during the cleanup process and can coordinate with your CPA or tax preparer to address them. Catching these issues sooner is always better than discovering them during an audit.
RELATED SERVICES
After cleanup, here is what comes next.
CFO & Advisory Support
Clean books open the door to better financial visibility and decision support.
Learn More →Financial Systems & Workflow Improvement
If the processes that created the mess are still in place, we fix those too.
Learn More →Ready to stop guessing and start trusting your numbers?
Book a Financial Systems Review. We will look at the current state of your books and give you a clear picture of what cleanup involves and what it will take to get your financial foundation right.
Or call 253-353-2675