Bookkeeping Cleanup
A structured diagnostic and cleanup process for unreliable bookkeeping records.
Not every business knows exactly what is wrong with its bookkeeping. We can start with a fixed-fee Bookkeeping Diagnostic Review using our standard 14-point checklist, then provide a traffic-light report showing the priority issues, compliance risks and recommended next steps.
You move from unclear records to a structured plan for fixing the issues.
Service overview
A structured diagnostic and cleanup process for unreliable bookkeeping records.
Not every business knows exactly what is wrong with its bookkeeping. Sometimes the reports do not look right, VAT figures feel unclear, bank balances do not agree, or the year-end accountant has raised concerns, but the underlying issue is not obvious.
We can start with a fixed-fee Bookkeeping Diagnostic Review. This includes our standard 14-point bookkeeping checklist, plus any specific areas you want us to review. We then provide a traffic-light report showing the priority issues, compliance risks and recommended next steps.
The diagnostic review does not include cleanup work. It is designed to identify what needs fixing before a separate cleanup scope, quote and timescale are agreed.
Unreliable bookkeeping creates unreliable reports.
If the bookkeeping is not clean, VAT returns, management reports, cash flow forecasts and year-end accounts all become harder to prepare. A diagnostic review helps identify the issues before time is spent on cleanup work.
You may not know what is wrong
Reports can look wrong without it being obvious whether the issue is bank reconciliations, VAT codes, ledgers or old balances.
Bank reconciliations fall behind
Unreconciled bank accounts make it difficult to confirm whether records are complete.
Duplicates distort the accounts
Duplicate bills, receipts or payments can overstate costs or liabilities.
VAT codes may be wrong
Incorrect VAT treatment can affect VAT returns and create future queries.
Old balances build up
Suspense, debtors, creditors and control accounts need review.
Year-end becomes harder
Accountants need cleaner records to prepare accounts efficiently.
Diagnostic review, priority report and cleanup support where required.
We start by identifying the issues. If cleanup work is needed, it is scoped and quoted separately so you know what needs fixing before committing to wider work.
A clear process from diagnosis to cleanup.
Who Bookkeeping Cleanup is for.
Packages designed around your business
Questions
Frequently asked questions
Do I need to know what is wrong before contacting you?
No. If you are not sure what is wrong, we can start with a fixed-fee Bookkeeping Diagnostic Review.
What is included in the diagnostic review?
We use our standard 14-point bookkeeping checklist and can also review any specific issues you are worried about.
Do you provide a report after the diagnostic review?
Yes. We provide a traffic-light report showing red, amber and green issues, with priority areas and recommended next steps.
Does the diagnostic review include cleanup work?
No. The diagnostic review identifies the issues. Cleanup work is quoted separately once the scope is clear.
Can you fix the issues after the diagnostic review?
Yes. If cleanup work is needed, we can provide a separate scope, fee and timescale for the work required.
Can you clean up bank reconciliations?
Yes. Where agreed, we can review and reconcile bank accounts where records have fallen behind or become unreliable.
Can you review VAT codes during cleanup?
Yes. We can review VAT codes for obvious errors and inconsistencies as part of the diagnostic or cleanup process.
Can cleanup help before year-end accounts are prepared?
Yes. Cleanup work is often useful before sending records to the accountant for year-end accounts.
Do you make payments on behalf of clients?
No. We do not make payments on behalf of clients. We can prepare records, reports and recommendations, but the client remains responsible for making payments.
Get started
Get your back office running smarter
Book a free 30-minute consultation and we’ll show you exactly where the wins are in your current setup.
Explore more
Related services
Client reviews
What our clients say
I was really let down by my previous accountant, and for a long time I felt completely lost when it came to anything accounting-related. Then I found Mike and his team at Better Bookkeeping Solutions, and the difference has been incredible.
They’ve not only been amazing to work with, but they’ve also taken the time to help me understand how everything actually works. They explain things clearly, answer every question with patience, and have even created opportunities for me to learn as I go, which means a lot, because I honestly didn’t have a clue before.
I finally feel supported, confident, and on top of my business finances. I can’t recommend Mike and the team at Better Bookkeeping Solutions enough!
I’ve worked with Mike at BBS for several years now, and he’s been brilliant throughout. As a director of a small limited company, I needed someone who could just get on with the bookkeeping and tax returns without me having to chase or micromanage – and that’s exactly what Mike does.
He’s always been easy to deal with, responsive when I need something, and reliable on deadlines. He’s saved me a serious amount of time and hassle that I’d rather spend running the business. Can’t fault him. Five stars well earned.