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Poised Books

Free tool · cleanup cost


What will a cleanup cost?

Answer six quick questions and see a transparent, fixed-price estimate in seconds. No email, no signup, no obligation — just a real sense of what getting your books clean will cost.


1.How far behind are your books?

2.Monthly transaction volume

3.Bank, credit & loan accounts

4.Personal & business co-mingled?

5.Payroll to reconcile?

6.Added complexity (optional)

Estimated cleanup investment

$4,250to$6,500

Fixed project price · typical timeline 2–6 weeks

Your estimate reflects

  • medium transaction volume
  • some co-mingled finances
  • 3–4 accounts to reconcile
  • 6–12 months behind
Get my exact fixed quote

Free file review · no email required to use this tool

This is a planning estimate, not a quote. Your real fixed price is set after a free review of your actual file — once we see the true condition of the books, the number never moves.

How this estimate works

Transparent math, not a black box.

We don't hide the methodology. The same factors that drive your estimate here are the ones we use to set your real fixed price after a file review.

01

Six real cost drivers

Cleanup pricing comes down to recency (how far behind), transaction volume, the number of accounts to reconcile, how tangled personal and business finances are, payroll, and whether multi-channel e-commerce or inventory is involved. This tool weighs each the way we do.

02

Anchored to a fixed floor

Every cleanup starts at $2,500 — the minimum to reconcile, re-categorize, and produce tax-ready statements properly. From there the range scales sensibly with complexity, capping the display at $10,000+.

03

No hourly billing, ever

We never bill by the hour. The output here is a planning range; your real number is a single fixed project price you approve before any work begins. No surprises, no scope creep.

Common questions

About cleanup pricing.


Want the exact number?

Book a free file review and we'll turn this estimate into a single fixed quote you approve before any work starts.

No obligation. No credit card. Just clarity about your books.