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AICPA Member • NetSuite Certified • QuickBooks ProAdvisor
Bookkeeping Cleanup & Catch-Up Pricing Pricing
Fixed-fee projects scoped from read-only access to the books. Two ways to price it: standalone at the full rate, or with a credit when ongoing service follows.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Pricing At a Glance
How Much Does Bookkeeping Cleanup Cost?
Fusion CPA prices bookkeeping cleanup and catch-up as fixed-fee projects starting at $1,000, with typical projects landing between $1,000 and $7,500 depending on months of backlog, transaction volume, and account count; a year or more of backlog, or multi-entity work, can exceed $10,000. Every quote is scoped from read-only access to the books before a number is given, and every project carries a written scope cap.
Backlog
Typical fixed fee
What it usually involves
Up to 3 months behind
typically $1,000 – $2,000
Reconciliations, recategorization, and a caught-up close for a single entity
3 to 6 months behind
typically $1,500 – $4,000
Backlog reconciliations plus chart of accounts corrections
6 to 12 months behind
typically $2,500 – $7,500
Extended backlog, COGS or inventory corrections, heavier categorization work
12+ months or multi-entity
typically $5,000 – $10,000+
Full-year-plus reconstruction, intercompany cleanup, quoted only after file review
For context, published 2026 benchmarks put standalone cleanup at $750 to $3,500 for smaller backlogs and $3,500 to $8,000 or more for a year-plus of history, commonly calculated as the monthly bookkeeping rate multiplied by months behind.
Two Paths, One Proposal
Do I have to commit to monthly service to get a cleanup?
No. Every Fusion CPA cleanup proposal quotes two paths side by side and the client chooses. The standalone path carries the full fixed fee with no commitment. Pairing the project with a 12-month recurring engagement earns a credit of 25 to 30 percent of the cleanup fee, applied against the first three months of ongoing service. The credit exists for a simple reason: books under ongoing care don’t re-break, so the engagement carries less risk and the pricing reflects that.
Comparison Table
Path A: Standalone project
Path B: Cleanup + 12-month engagement
Project fee
Full published fixed fee
Same fixed fee, stated at full value
Credit
None
25 to 30% of the cleanup fee, applied against the first three months of the ongoing engagement
Scoping
Read-only file review before any quote
Read-only file review before any quote
Scope cap
Written scope cap on the project
Written scope cap on the project
Findings readout
Included as a deliverable
Included as a deliverable
After the project
Books handed over; monthly proposal available if wanted
Ongoing service begins; the books never re-accumulate
What to Expect From Your Bookkeeping CleanUp
Read-only scan of your books
Fusion CPA reviews the file before quoting. No blind quotes, ever.
Get a fixed fee quote
One number, we present you with a written scope of the work at a fixed price.
We execute
We ensure accurate reconciliations and monthly closing to bring your books up to date.
Get the findings
We present you with a walkthrough of what was fixed, what broke the books, and what keeps them clean. Final files are delivered here.
Transparent Scoping
What moves you above the starting price?
The $1,000 starting point assumes a short, clean backlog on a single entity. These are the factors that move a project up the range. The fixed fee is set after the read-only review and capped in writing, so the number never moves mid-project
Past-due tax filings uncovered during a cleanup, prior-year amendments, and multi-state catch-up compliance are quoted separately as fixed-fee add-on projects so the cleanup scope stays capped and predictable.
Months of Backlog
A single-entity business roughly eight months behind at a $600-per-month bookkeeping scope typically lands around $4,500 to $5,000 as a fixed-fee project.
Volume & Account Count
High-volume books with inventory across channels place above the band floor, confirmed after the read-only review.
Entities & Data Condition
A two-entity business a full year behind with commingled accounts typically lands between $7,500 and $10,000, quoted only after file review.
After the Cleanup
What keeps the books this way
The findings readout ends with a monthly proposal built from what actually broke the books. Ongoing bookkeeping services start at $399 per month, and controller-level oversight starts at $1,365 per month. Path B clients see their credit applied across the first three months.
📒
Foundation
Ideal for small businesses that need reliable bookkeeping and accurate monthly financials.
Starts at$399/month
Typical monthly investment: $399–$599
- Bookkeeping and account reconciliation
- Accurate monthly financial reporting
- Timely month-end close
- Chart of accounts management
MOST POPULAR
📊
Scaling
Growing businesses that need CPA-led bookkeeping, financial clean-up, and ongoing accounting support.
Starts at$665/month
Typical monthly investment: $665–$999
- Builds on Foundation with financial clean-up and catch-up support
- Clean, reliable financials that support better business decisions
- Advanced reporting and financial insights
- Expense management integration
🎯
Established
Established businesses that need controller-level oversight, full AP/AR management, and strategic financial reporting.
Starts at$1,365/month
Typical monthly investment: $1,365–$1,999
- Adds controller-level oversight with a dedicated finance lead for your business
- Full accounts payable and accounts receivable management
- Multi-entity financial management
- Strategic financial reporting that supports confident decision-making
QuickBooks Bundles
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Growth
Tax+Bookkeeping
Start with accurate books and proactive tax planning, without managing multiple providers.
$843/mo individually
Starts at$759/month
Typical monthly investment: $759–$999
✓ Save 10%, $84/mo
- Tax compliance and year-round planning
- QuickBooks bookkeeping, reconciled and up to date
- Monthly close and reporting, so you always know where you stand
- One predictable monthly investment instead of separate invoices
MOST POPULAR
Scale
Tax+Bookkeeping+Controller
Everything you need to keep your finances accurate, compliant, and ready for growth.
$1,109/mo individually
Starts at$976/month
Typical monthly investment: $976–$1,399
✓ Save 12%, $133/mo
- Builds on Growth with controller-level oversight over your books
- Full AP/AR management
- Stronger financial controls as your business grows
- Clean, reliable financials you can make decisions from
Full Stack
Tax+Bookkeeping+Controller+CFO
Your complete outsourced finance department, tax, accounting, and CFO advisory, under one predictable monthly investment.
$4,109/mo individually
Starts at$3,493/month
Typical monthly investment: $3,493–$4,699
✓ Save 15%, $616/mo
- Builds on Scale with outsourced CFO advisory
- EOS/Traction integration for goal alignment
- Family business advisory for succession planning
- Reduce tax surprises before year-end with proactive planning
NetSuite Bundles
Bundle tax, bookkeeping, and advisory to save 10–15% compared with purchasing individually.
Growth
Tax+NetSuite Bookkeeping
Tax planning and ERP-grade bookkeeping in one predictable package.
$2,944/mo individually
Starts at$2,650/month
Typical monthly investment: $2,650–$3,499
✓ Save 10%, $294/mo
- Complete tax preparation and filing
- NetSuite bookkeeping built for scale
- Monthly close and reporting, so you always know where you stand
- One predictable monthly investment instead of separate invoices
MOST POPULAR
Scale
Tax+NetSuite+Controller
Full ERP-grade controller services with tax built in, one team, one invoice.
$5,444/mo individually
Starts at$4,791/month
Typical monthly investment: $4,791–$6,999
✓ Save 12%, $653/mo
- Builds on Growth with controller-level oversight over your books
- Full AP/AR management
- Stronger financial controls as your business grows
- Clean, reliable financials you can make decisions from
Full Stack
Tax+NetSuite+Controller+CFO
Enterprise-grade finance operations, tax, ERP accounting, and CFO advisory, under one predictable monthly investment.
$13,444/mo individually
Starts at$11,427/month
Typical monthly investment: $11,427–$14,999
✓ Save 15%, $2,017/mo
- Builds on Scale with outsourced CFO advisory
- EOS/Traction integration for goal alignment
- Family business advisory for succession planning
- Reduce tax surprises before year-end with proactive planning
On NetSuite instead of QuickBooks? NetSuite clean-up and migration projects are scoped separately; see NetSuite controller and accounting pricing or the full Fusion CPA pricing structure.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Real Client Profiles
See Yourself in These Engagements
You’re not the first business to be here, so find the profile that looks most like yours to see what’s included, what it costs, and how we help in the first year.
🛒
eCommerce & Retail
Scale12% off
Monthly investment$759 – $999/mo
Multi-channel DTC brand, $3.2M annual revenue, 8 employees
S corporation selling through Shopify and Amazon FBA using QuickBooks Online, with 8 employees. Marketplace sales triggered sales tax nexus in 14 states. Two warehouses (GA and NV). Inventory values were inconsistent across sales channels.
The Business Challenge
Prior CPA only filed federal returns and missed state obligations entirely.
Inventory valuation across Shopify, Amazon, and wholesale channels was inconsistent.
As a result, COGS was overstated by $140K.
Because the old accountant used prior-year safe harbor instead of current-year projections, quarterly estimated taxes were overpaid by $40K+.
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- Personal 1040 with K-1
- Multi-state income tax compliance (14 states)
- Quarterly estimated tax projections
- Year-round tax strategy calls
📊 Accounting
- Monthly bookkeeping across Shopify and Amazon
- Inventory reconciliation and COGS accuracy
- Multi-warehouse tracking (GA and NV)
- Channel-level profitability reporting
- Sales tax filing preparation
Before Fusion
- Inconsistent COGS across channels
- No state tax filings
- $40K overpaid estimates
- Inventory untracked by warehouse
After Year One
- COGS corrected, $140K adjustment
- 14-state nexus resolved
- Estimates aligned to actuals
- Channel margins visible monthly
The Full Story
We reconciled inventory across all three channels and corrected a $140K COGS overstatement, then registered and filed in the 14 states where marketplace sales had created nexus. Quarterly estimates were rebuilt on current-year projections, recovering $40K in overpayments, and channel-level margin reporting now runs monthly.
⚖️
Law Firm
Scale12% off
Monthly investment$976 – $1,399/mo
Mid-size litigation firm, 6 partners, 18 attorneys, $8.5M revenue
Limited liability partnership (LLP) using QuickBooks, with 6 partners and 18 attorneys. IOLTA trust accounts across three states. Partner compensation tied to origination credits and billable hours. Planning lateral hires that could change the equity structure.
The Business Challenge
Trust accounting was handled by a part-time bookkeeper who left abruptly.
As a result, IOLTA reconciliation was 4 months behind.
Partner draws were based on handshake agreements, not a documented allocation methodology.
The firm had never modeled the financial impact of bringing on lateral partners at different equity tiers.
What’s Included Monthly
📋 Tax
- Partnership return (Form 1065) preparation
- 6 partner K-1s with allocation optimization
- Multi-state compliance for attorney licensing
- Quarterly estimated tax projections
- Guaranteed payment structuring analysis
📊 Accounting
- Monthly bookkeeping and close
- IOLTA trust account reconciliation (3 states)
- Matter-level profitability reporting
- AR and collections tracking
- Partner draw and capital account maintenance
Before Fusion
- IOLTA 4 months unreconciled
- No documented partner allocation
- No matter-level profitability data
- Lateral hire impact unmodeled
After Year One
- Trust accounts current and compliant
- Written allocation methodology
- Matter profitability reported monthly
- Lateral scenarios modeled at 3 equity tiers
The Full Story
We brought IOLTA reconciliation current across all three states and put a monthly trust compliance process in place. Partner compensation was documented with a written allocation methodology tied to origination and billable hours, and we modeled lateral partner scenarios at three equity tiers so the firm could evaluate candidates against real numbers.
Client Reviews
Trusted by 2,000+ Businesses Nationwide
5.0-star average from 100+ reviews on Google.
Meet the Fusion CPA Team, experienced CPAs, controllers, and UHNW Institute advisors
Their approach is so client-focused. They really take the time to understand your situation, provide expert guidance, and make sure you feel comfortable with every step of the process.
Mason Howard
The team is extremely detail-oriented and professional. They reviewed my finances carefully, provided clear advice, and helped me make smart decisions. I feel much more organized financially now.
Iris Holloway
Extremely satisfied with the support I received. The team was attentive, organized, and explained everything clearly. I feel confident in their expertise.
Brady Sullivan
Highly recommend this company, they specialise in a vast variety of accounting for every industry and are extremely responsive and professional.
Kathleen James
Still have questions about pricing?
Talk to our team before you decide.
Frequently Asked Questions
Common Questions
Fusion CPA prices bookkeeping cleanup and catch-up as fixed-fee projects starting at $1,000, with typical projects landing between $1,000 and $7,500 depending on months of backlog, transaction volume, and account count. A year or more of backlog, or multi-entity work, can exceed $10,000. In the 2026 market, standalone cleanup commonly runs $750 to $3,500 for smaller backlogs and $3,500 to $8,000 or more for a year-plus of history. Call 404-955-7338 or email info@fusiontaxes.com to start with a read-only scoping review.
Every Fusion CPA cleanup quote starts with read-only access to the accounting file, so the quote reflects the actual condition of the books rather than a guess. The project is then quoted as a fixed fee with a written scope cap. A common market convention is the monthly bookkeeping rate multiplied by months behind; for example, a business at a $600-per-month scope that is eight months behind commonly sees quotes near $4,800. Fusion CPA never quotes blind.
No. Fusion CPA quotes two paths on every cleanup proposal. Path A is a standalone project at the full fixed-fee rate, with no ongoing commitment. Path B pairs the same project with a 12-month recurring engagement and applies a credit of 25 to 30 percent of the cleanup fee against the first three months of the ongoing service. The client chooses; both paths include the same scoping, scope cap, and findings readout.
A typical Fusion CPA cleanup covers bank and credit card reconciliations for the backlog period, transaction categorization corrections, chart of accounts restructuring, COGS and inventory corrections where applicable, and a caught-up monthly close. Every project ends with a findings readout: a walkthrough of what was fixed, what broke the books in the first place, and what it takes to keep them clean going forward. Final files are delivered at the readout.
It depends on the backlog and the condition of the source data. Smaller projects generally complete within a few weeks; a year or more of backlog across multiple entities can take a couple of months. The timeline is confirmed in writing at scoping, alongside the fixed fee, before any work begins.
The findings readout includes a proposal for keeping the books clean: Fusion CPA’s monthly bookkeeping starts at $399 per month (Foundation), with Scaling from $665 and controller-level oversight from $1,365 (Established). Full monthly pricing for every service line is published at www.fusiontaxes.com/pricing-structure/
Fusion CPA provides fixed-fee bookkeeping cleanup and catch-up projects for businesses across all 50 states, alongside tax preparation, tax planning, outsourced accounting, and CFO advisory. Cleanup projects start at $1,000, with typical engagements between $1,000 and $7,500 depending on backlog, volume, and account count. Every project is scoped from read-only access to the books, carries a written scope cap, and ends with a findings readout before final handover. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, FL. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a free discovery call.
Fusion CPA’s cleanup engagements begin with a free 30-minute discovery call followed by read-only access to the accounting file, so the fixed-fee quote reflects the actual condition of the books. The project covers reconciliations, categorization corrections, chart of accounts restructuring, and a caught-up close, and concludes with a findings readout led by the controller services team under Susan Borkowski, CPA. To discuss a cleanup or get a scoped quote, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.
Reviewed by Susan Borkowski, CPA (Director of Controller Services) and Trevor McCandless, CPA, MTax (CEO). Published August 2026. Last reviewed Aug 31, 2026. Market benchmark figures reference published 2026 cleanup pricing pages; ranges are directional, not quotes.