Books Cleanup

Nine months behind or three years behind. Same price.

Cleanup is quoted by the hour because nobody can size the job until they are already inside it. So you approve a budget nobody can stand behind, and it grows for the very reason it could not be quoted.

Read-only by default. Anything that would change your ledger is proposed for your confirmation first.

Real client numbers, no signup — it opens straight away.

Or book a 15-minute demo.

QuickBooks Online & DesktopXeroBank & processorsPayroll

From real engagements

$318,000
sitting in uncategorised expense

Illustrative, for a $2M business nine months behind. Transactions nobody ever told the ledger about: in the total, in no category, and underneath every margin and tax position above them.

$46,200
of the same bill, entered twice

Illustrative. A vendor statement paid alongside the invoices it summarises, or one delivery keyed by two people. It reads as a real expense, and it is real money out.

Clients described by industry only · figures out of their own ledgers

What you get

Everything the job actually takes.

The whole file, not a sample

Every transaction in the period read against the bank and the document behind it, so the size of the job is known on day one rather than in week three.

Duplicates, by document number

Bills and invoices whose number appears more than once, each shown with its vendor, amount and date. Nothing is deleted: you are handed the pair and you decide.

Income with no invoice behind it

Revenue recognised with nothing in the ledger that explains it, every line ranked by how recoverable it is rather than dropped in one pile.

Bank against books, honestly

A gap is not called an error. Uncleared cheques, deposits in transit and entries posted after the cut-off each produce one legitimately, and the report says which is which.

One price, whatever we find

$1,000 flat, and waived when you start on Professional. Not an estimate that grows once somebody is inside the ledger.

Books that stay clean

The same checks run every month afterwards, so the next cleanup is a handful of items rather than another year of them.

Simple, transparent plans

Pick the level of support you want.

The AI comes with every plan. What changes is how far it goes — Essential tells you what your numbers are, Professional works out why they moved and what to do next.

Essential Package
$399/mo
  • Real-time accounting dashboard
  • Live P&L, cash flow & balance sheet
  • AI chat — ask what your numbers are
  • Automated 24/7 reporting
  • Email support
Most popular
Professional Package
$699/mo
  • Everything in Essential
  • AI that explains why a number moved
  • Strategy and what-if scenarios
  • Multi-location tracking
  • POS, PMS, payroll and CRM connected
  • Priority support
White Glove Package
$999/mo
  • Everything in Professional
  • Hands-on bookkeeping
  • Loan- & bank-ready packages
  • Dedicated advisor

Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.

Tell us how far behind you are. We will tell you what is actually in there before you commit to fixing it.

Real client numbers, no signup — it opens straight away.

Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848