See what a clearer starting point can mean
Watch a short look at the books review, ongoing support, and reports in the client portal.
More clarity, less financial friction.
Missing transactions, uncategorized activity, and unreconciled accounts make it difficult to know which reports can be used. The first step is to understand the condition of the records and agree on the period to bring current.
Practical support built around the records.
- Review of the available books and source records
- Identification of missing or unclear transactions
- Categorization of agreed historical activity
- Bank and credit-card reconciliation for the agreed period
- Client questions needed to resolve open items
- Review of the updated records and handoff to the monthly process
A clear process from start to finish.
- 01TrueBooks reviews the records and confirms the period, accounts, deliverables, and price before cleanup starts.
- 02The client provides requested statements, accounting access, and answers to open questions.
- 03TrueBooks organizes and reconciles the agreed records, reviews remaining exceptions, and explains the next step.
A more usable financial picture.
- An agreed cleanup scope before work begins
- Updated records for the agreed period and accounts
- A list of unresolved items that still need client information
- A clearer starting point for ongoing monthly bookkeeping
Shared information keeps the process moving.
- Access to the accounting records and bank or credit-card statements for the agreed period
- Relevant invoices, receipts, and prior reports when requested
- Answers about transactions that cannot be identified from the records alone
A practical fit for the right business stage.
For business owners whose books are behind, accounts have not been reconciled, or reports cannot yet be relied on for a monthly close.
Useful answers before the conversation.
How much does cleanup cost?
Cleanup is priced after TrueBooks reviews the period, number of accounts, record condition, and work required. No cleanup price is assumed before scope review.
Is cleanup included in $250 per month?
No. The $250 monthly price is for ongoing Full-Service Bookkeeping. Historical cleanup is scoped separately before work begins.
How long will cleanup take?
Timing depends on the records available and the questions that need client answers. TrueBooks discusses the expected timeline after the review.
Do I need cleanup before monthly bookkeeping?
Not every business does. The books review determines whether catch-up work is needed to establish a reliable starting point.