Cleanup services

From intake to a clean file.

Knotledger scopes the work and agrees on one flat monthly fee before cleanup begins. Here’s how the process moves from there.

Five cleanup steps

  1. Intake and scope

    Share your current bookkeeping software and the periods that need attention. We use your intake to define the cleanup scope.

  2. Agree the flat monthly fee

    We confirm the scope and flat monthly fee with you before any cleanup work begins.

  3. Reconcile and categorize

    Within the agreed scope, we reconcile activity and categorize transactions.

  4. Repair prior-period errors

    We repair prior-period bookkeeping errors identified in the agreed scope.

  5. Deliver a clean file

    We hand back the cleaned file in your bookkeeping software.

Start with the intake.

Tell us about your books and the periods you want cleaned up. We’ll use that information to confirm the scope and fee with you.

Start your intake