Elizabeth does the work, account by account.
Every cleanup is led start to finish by Elizabeth, a QuickBooks Advanced Certified ProAdvisor, working methodically through your file, account by account, to hand you back books you can trust.
Priced in writing. Reconciled to the penny. Tax-ready financials. No billing surprises.
How does a Poised Books cleanup work?
Every cleanup starts with a free consultation, followed by a written estimate you approve before any work begins. Elizabeth then reconciles and categorizes your file account by account, and hands you tax-ready books. Most projects take 2 to 6 weeks.
How the work runs, from first call to clean books.
Elizabeth leads every step and checks every number.
Free consultation
A short call about where your books stand. Then we review your QuickBooks or Xero file and bank statements, mapping exactly where the problems are and where to focus first.Written estimate
We build a prioritized plan and put the scope and estimate in writing, so nothing gets overlooked and you approve it before any work begins.Cleanup
Elizabeth leads every judgment call, from vendor reclassifications and loan entries to equity corrections, account by account and month by month.Verification
Every reconciliation is cross-checked: bank feeds matched to statements to the penny, with a full review of the balance sheet and P&L.Handoff
You receive clean books, clear reports, and a live walkthrough. We train you on maintaining accuracy going forward so the cleanup sticks.
What Elizabeth asks you for.
You do not need to tidy anything first. These are the things that let the estimate be accurate and the work start without a stall. The full list of what to bring to a consultation covers the first call in more detail.
Access to your accounting file
An invitation to your QuickBooks Online or Xero file. For QuickBooks Desktop, a backup file or a screen share.Bank and credit card statements
The statements for each account in the period being fixed, so every balance can be checked against the real one.A list of your accounts
Bank, card, loan, and payment-processor accounts. The count shapes the scope more than almost anything else.Your accountant’s contact, if you have one
Your CPA is told what the books need to look like, so the handoff lands where the tax return starts.
How long it takes, and what moves it.
Most projects take two to six weeks, and the written scope carries a specific timeline for your file. Cleanup is billed hourly against the estimate you approve. If the file turns out bigger than scoped, Elizabeth stops and asks you before going over it. Five things shape the scope:
- How far behind or how wrong the books are
- Transaction volume
- How many bank, card, loan, and processor accounts there are
- Whether personal and business spending are mixed together
- The quality of what is already recorded
What you have at the end.
Reconciled accounts, categorized transactions, and tax-ready financial statements, delivered with a walkthrough of what was found. The file stays yours in your own QuickBooks or Xero, and questions, small adjustments, and CPA coordination are included for 30 days after delivery.
Where the work is recording what was never entered rather than fixing what was entered wrong, the shape is different. Read how a catch-up project unfolds or how to tell catch-up from cleanup.
For pricing in depth, see what a bookkeeping cleanup costs, or read the complete guide to bookkeeping cleanup.
Every cleanup starts with a free call and a written estimate.
Still deciding on a model? See how project cleanup compares to monthly and hourly bookkeeping.