A cleaner handoff for clients with unreconciled books.
When a client needs catch-up cleanup before the next accounting handoff, share Knotledger’s intake with them. They submit their own business and contact details, and cleanup stays in their existing QuickBooks or Xero file.
Referrals use the general client intake. The client completes it directly; it does not collect referrer details.
- 1. Share the intake link with your client.
- 2. They describe their software, transaction volume, and backlog.
- 3. Knotledger scopes the cleanup and returns the file with a hand-back memo.
The handoff
Cleanup in the client’s existing books.
The work takes place in the client’s existing QuickBooks or Xero file. At hand-back, the client receives the cleaned file and a memo describing the cleanup work, so the next accounting handoff has context.
Knotledger provides bookkeeping cleanup support. It is not a CPA firm or a substitute for the client’s auditor. See the trust and process details for more about the file, access, and hand-back.
Clear scope
A flat fee quoted up front.
The quote is based on the client’s transaction volume and how many months of backlog need attention. Share the current pricing tiers and calculator for the latest pricing and an estimate.