This fee is designed for New Clients who are engaging our firm for Tax Preparation but whose business financial records are currently not ready for filing. This means the books (in Xero or QBO) are incomplete, unreconciled, or disorganized, and require a dedicated, one-time forensic accounting service to bring them into compliance.
This fee is separate from your annual tax preparation fee and applies when a client's prior-period books (Xero/QBO) are incomplete, unreconciled, or disorganized and require attention before tax filing can commence.
With transparent starting rates based on your typical monthly activity volume.
AVERAGE VOLUME
0 – 50 Transactions/Month
AVERAGE VOLUME
51 – 150 Transactions/Month
AVERAGE VOLUME
151 – 250 Transactions/Month
AVERAGE VOLUME
250+ Transactions/Month OR Historical Data Entry needed
The fee listed above is calculated per fiscal year that requires cleanup. If two years of books are messy, the fee is applied for each year.
We strongly recommend transitioning to our Ongoing Monthly Bookkeeping Service to eliminate these unpredictable cleanup fees in the future.
See why transitioning to ongoing management eliminates the need for high-cost future cleanups.
| Bookkeeping Cleanup Fee (One-Time) | RECOMMENDED
Ongoing Monthly Bookkeeping Service
(Long-Term Solution) | |
|---|---|---|
🎯 Purpose | Bookkeeping cleanup fee impact and process-serve companions. | Ongoing monthly service for clearing and management out long-term solution. |
🕒 Timing | Cleanup fee take over 19 hours. | Monthly monthly service come up with planning plan. |
🏁 Goal | Bookkeeping cleanup fee human process integration to success. | Determine refuse to high goal, deposit and goal effective results. |
💰 Cost | Cleanup fee is a $1,000 or one-time urgent fix. | Ongoing service sourcing environment cost and management. |
It is crucial for every business owner to distinguish between these two services for two main reasons:
Cost Predictability: Cleanup fees are unpredictable and often high because they pay for fixing historical mistakes. Ongoing bookkeeping is a fixed, lower monthly cost that eliminates the financial shock of a massive year-end bill.
We look forward to understanding your specific needs and providing you with a transparent, fixed quote.
Book your complimentary 15-minute introductory call today to start your simplified tax process.