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Accounting Clean-Up
Messy books cost you money. We fix them, then keep them clean.
Fusion CPA corrects past records, reconciles accounts, and restructures your chart of accounts to bring your QuickBooks or NetSuite books up to date. That means accurate numbers for better decisions.
Live Activity
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
The Problem
You can’t grow with bad data
If any of these sound familiar, your books may need a structured cleanup before ongoing services can begin.
📉 Books that are months, or years, behind
When your books fall behind, financial decisions rely on incomplete data. Tax returns use estimates, loan applications stall, and investors lose confidence.
❌ Miscategorized transactions adding up over time
One miscategorized expense can become a pattern. Before long, your P&L is misleading, deductions are incorrect, and your CPA is working with unreliable data.
🔄 A bookkeeping transition that left gaps
Your previous bookkeeper left, retired, or was let go, and took valuable knowledge with them. Now, it’s unclear which accounts were used, what workarounds were in place, or where things stand.
⚠️ Unreconciled accounts nobody wants to touch
Bank accounts, credit cards, loans, and payroll liabilities have gone unreconciled for months. The longer they sit, the harder they become to fix.
What We Fix
Every cleanup is different. Here’s what we can fix.
No two clean-ups look the same. Whether you’re months behind, sorting out miscategorized transactions, recovering from a bookkeeper transition, or preparing for an audit or loan, the work involved is different each time. Choose your situation below to see exactly what’s included.
Historical Transaction Entry
We enter and categorize missing transactions from bank feeds, credit cards, and vendor records.
Bank & Credit Card Reconciliation
We reconcile each account, resolve discrepancies, match transactions, and clear outstanding balances.
Missing Document Collection
We identify missing invoices, receipts, bills, and payroll records, then work with you to complete the gaps.
Catch-Up Financial Statements
Once your accounts are current, we prepare the missing monthly P&L, balance sheet, and cash flow statements.
Transaction Reclassification
We review every account for miscategorized entries, personal expenses coded to business, revenue booked wrong, and reclassify them correctly.
Chart of Accounts Restructuring
If your chart of accounts is a mess of duplicates and inconsistent naming, we restructure it for your industry.
Duplicate Entry Removal
We identify and remove duplicate transactions: double-entered bills, imported transactions entered twice, and duplicate journal entries.
Prior-Year Impact Assessment
When reclassifications affect prior tax years, we document the impact and coordinate with your CPA on amended returns.
Process Archaeology
We reverse-engineer what your previous bookkeeper was doing: which accounts they used and where they deviated from standard practice.
Handoff Gap Analysis
We identify everything that stopped when your bookkeeper left, unfinished reconciliations, pending entries, unfiled reports, and close every gap.
Vendor & Customer Cleanup
We clean up duplicate vendors, misspelled names, and incorrect 1099 classifications so your master files stay reliable.
Process Documentation
Once cleanup is complete, we document the bookkeeping process so no future transition creates the same problem.
Audit-Ready Financials
We produce financial statements that meet auditor documentation standards: complete accruals, proper cutoffs, and supporting schedules.
Bank Loan Documentation
Lenders need accurate, current financials. We clean up your books and produce the specific reports your bank requires.
Investor Due Diligence Prep
For fundraising, we clean historical records and prepare the data room documentation investors expect.
Supporting Schedule Preparation
Fixed asset schedules, loan amortization tables, and accrued liability detail: all the backup your auditor or lender will request.
After the Clean-Up
Clean books are the starting line, not the finish
Once your books are current, we can help keep them that way with ongoing accounting services and software support.
From $399/mo
We record transactions, reconcile accounts, and close your books each month so your financial records stay accurate and current.
From $1,365/mo
We review your financials, manage reporting and cash flow, and strengthen accounting processes as your business becomes more complex.
QBO ProAdvisor
We set up or improve QuickBooks Online to support accurate bookkeeping, efficient workflows, and reliable reporting.
NetSuite Certified
We configure and improve NetSuite to support your accounting processes, reporting needs, and continued growth.
Industries We Serve
Accounting clean-up for your industry
Every industry presents different accounting challenges. We bring sector-specific expertise to identify errors, resolve outstanding issues, and bring your books up to date.
Reconciling marketplace payouts, correcting inventory records, and untangling multi-channel revenue.
Correcting reimbursement records, reconciling provider compensation, and resolving intercompany balances.
Correcting SaaS revenue recognition, deferred revenue accounts, and subscription billing records.
Preparing portfolio company books for audit and correcting fund allocations and management fee accounts.
Separating personal and business expenses and correcting intercompany and multi-entity records.
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Reconciling property-level accounts, mortgage and escrow records, and tenant deposit tracking.
Correcting project revenue allocation, contractor payments, and retainer account records.
Correcting job-costing records, equipment depreciation schedules, and subcontractor accounts.
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
Very satisfied with my experience. Knowledgeable, professional, and approachable—exactly what I needed.
Wyatt Reed
High-quality bookkeeping and tax assistance tailored to business needs. The service is structured, efficient, and easy to work with.
Hannah Reed
Expert tax and bookkeeping solutions designed to keep finances organized. Clear communication and detailed reporting make everything easy to understand.
Paisley James
I’m really impressed by their attention to detail and level of professionalism. Every question was answered thoroughly, and the bookkeeping was handled efficiently.
Evie Ruby
How It Works
Stabilize, Strategize, Scale
01
Discovery Call
Every engagement starts with a complimentary Discovery Call. We take the time to understand your business, discuss your goals, and determine how we can help. If we’re the right fit, we’ll recommend the next steps.
02
Stabilize
Once you become a client, we strengthen your financial foundation with accurate reporting and streamlined processes. That means reliable data for confident business decisions.
03
Strategize
With your financial foundation in place, we develop proactive accounting and tax strategies. These help you make confident decisions, improve profitability, and support long-term growth.
04
Scale
As your business grows, we continue providing the financial guidance and strategic insight you need. That means proactive planning to manage complexity, seize new opportunities, and prepare for what’s next.
Frequently Asked Questions
Common Questions
An accounting clean-up corrects historical errors, reconciles unmatched bank and credit card accounts, reclassifies miscategorized transactions, removes duplicates, and brings your books fully current. We perform cleanups on both QuickBooks and NetSuite.
Most cleanups take 2–6 weeks, depending on how many months or years of records need correction, transaction volume, and the number of accounts involved. We scope the exact timeline during your discovery call and provide a fixed-fee quote before work begins.
Clean-up is scoped as a standalone project based on the number of months behind, transaction volume, and complexity. You’ll get a fixed quote after we review your books, with no hourly billing surprises.
Once your books are current, we’ll transition you to ongoing bookkeeping or controller services with a documented process, a clean chart of accounts, and an established close calendar.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Fusion CPA provides accounting clean-up services for businesses across 40+ states, including historical transaction correction, bank and credit card reconciliation, transaction reclassification, chart of accounts restructuring, duplicate entry removal, and catch-up financial statement preparation. Clean-up is scoped as a standalone fixed-fee project and performed on both QuickBooks and NetSuite platforms. Once books are current, Fusion CPA transitions clients to ongoing bookkeeping or controller services. The firm is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner with four certifications. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 5.0-star average rating from 100+ client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a free discovery call.
About this page and how we use AI
This web page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA articles and pages are developed from real client engagements and the professional experience of our CPAs. We use AI tools to assist with drafting and research. Before publication, every page is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.