Cleanup Bookkeeping for Real Estate Investors, Law Firms & Service-Based Businesses

Cleanup Bookkeeping Built for Accuracy, Clarity, and a Fresh Financial Start

Cleanup bookkeeping that restores accuracy, organization, and clarity to your books. This service is ideal for real estate investors, law firms with trust/IOLTA accounts, and service-based businesses that need past records corrected, rebuilt, or brought fully up to date.

Whether your books are behind, out of balance, or no longer reflecting the truth of your business, cleanup bookkeeping brings everything back into alignment so you can move forward with dependable financials.

Cleanup isn’t about judgment — it’s about giving you a clean, reliable financial foundation you can trust.

Who Cleanup Bookkeeping Helps

Every cleanup file is different, but the goal is always the same: restore accuracy, rebuild structure, and give you books that support better decisions.

Real Estate Investors (BRRRR, Rentals, Flips & Multi-Entity Portfolios)

If you’ve been tracking expenses across multiple properties, juggling rehab costs, or managing several entities, things can get messy fast. We specialize in cleaning up investor files with missing transactions, mis-categorized improvements, mixed personal/business spending, and unbalanced accounts that no longer match the real world.

Law Firms & Trust/IOLTA Accounts

Trust accounting must be precise. If your ledgers don’t match your bank account, retainers weren’t recorded correctly, or client costs were posted to the wrong place, cleanup brings everything back into compliance. We correct trust imbalances, rebuild ledgers, and restore IOLTA accuracy for proper reporting.

Service-Based Businesses

When your business grows faster than your books, cleanup gets you back in control. From fixing expense categories to rebuilding financials after periods of neglect, we organize everything so your numbers finally reflect how your business is performing.

If you need industry-specific monthly support after cleanup, you can review our Real Estate Investor Bookkeeping or Law Firm Bookkeeping services.

Local East Valley Businesses & Nationwide Virtual Clients

Whether you’re local to Gilbert, Mesa, Chandler, Queen Creek, Tempe, or the Phoenix East Valley, or located anywhere in the U.S., you’ll receive the same detailed cleanup process and high-touch support.

What Cleanup Bookkeeping Includes

Cleanup bookkeeping is a structured, thorough process designed to rebuild accuracy from the foundation up. Here’s what we take care of:

Full Transaction Review & Categorization

We review every transaction to correct errors, remove duplicates, and ensure proper categorization across all accounts.

Historical Bank & Credit Card Reconciliations

We reconcile all accounts back to the last clean month, including PayPal, Stripe, Shopify, and payment apps where needed.

Chart of Accounts Cleanup

We rebuild or restructure your Chart of Accounts so it reflects your real operations, property structure, practice areas, or service workflows.

Balance Sheet Accuracy Reset

This includes correcting loan balances, asset registers, security deposits, payroll liabilities, inventory, trust accounts, and any accounts that are out of alignment.

Income Statement Corrections

Your financial reports will accurately reflect your operations, separated by property, client, project, or entity where appropriate.

Missing Month Reconstruction

If months or years are missing, we rebuild them using statements, transaction histories, and any available source documentation.

Tax-Ready Financial Reporting

Once cleanup is complete, you’ll receive accurate financials that your CPA can rely on for filings, planning, and decision-making.

How the Cleanup Process Works

Cleanup feels overwhelming until you see the simple path.

Step 1 — Bookkeeping Review

We start by reviewing your file to understand the issues, determine how far back cleanup must go, and outline the true scope of work.

Step 2 — Cleanup Plan & Timeline

You receive a clear plan showing the tasks involved, how long the cleanup will take, and what to expect along the way.

Step 3 — Cleanup Execution

We correct every error, rebuild structure, reconcile accounts, and restore accuracy across all impacted periods.

Step 4 — Quality Check & Verification

Each account is double-checked, balances are confirmed, and financials are validated so nothing is missed.

Step 5 — Clean, Organized, CPA-Ready Books

Once cleanup is complete, your books will be organized, reliable, and ready for monthly bookkeeping or CPA review.

Common Cleanup Issues We Fix

• Unreconciled bank and credit card accounts
• Mixed personal and business transactions
• Duplicate transactions from app integrations
• Incorrect real estate allocations (repairs vs. capital improvements)
• Rehab costs scattered across accounts
• Multi-entity or multi-property confusion
• Misclassified trust/IOLTA activity for law firms
• Negative or impossible account balances
• Past bookkeepers who left things incomplete
• Wrong loan or asset balances
• Missing months of bookkeeping
• PayPal, Shopify, and Stripe clearing issues
• Chart of Accounts that doesn’t match the business
• Files untouched since last tax season

Client Results Snapshot

⭐ Multi-Year Cleanup for a Growing Service-Based Business

We rebuilt several years of overdue bookkeeping for a growing service-based company, corrected misclassified expenses, reconciled all bank and credit card accounts, and fixed negative balances. The owner moved from confusing, unreliable reports to clean, organized financials that their CPA could use immediately for tax filing and planning.

Credentials & Expertise

Cleanup bookkeeping requires precision, advanced technical skill, and a deep understanding of how financial systems connect. You deserve to feel confident that your books are being handled with care, accuracy, and expertise, and that’s exactly what we provide.

Certified Expert in QuickBooks Online (Level 2)

A credential held by a small percentage of bookkeepers, demonstrating high-level proficiency in correcting complex QuickBooks Online issues.

10+ Years of Accounting & Bookkeeping Experience

With more than a decade of combined accounting and bookkeeping experience — including six years running Bookkeep Boss — our work has supported real estate investors, law firms, service-based businesses, and other growing companies with both cleanup and ongoing monthly bookkeeping needs.

Specialized in Real Estate & Law Firm Accounting

From BRRRR portfolios and multi-property structures to IOLTA trust compliance, we bring niche-specific expertise that most general bookkeepers simply don’t offer.

Local Expertise with East Valley Businesses — With Nationwide Virtual Support

Based in Gilbert, Arizona with experience supporting Mesa, Chandler, Queen Creek, and Phoenix East Valley clients, while also serving businesses across the U.S. with the same level of detail and partnership.

Frequently Asked Questions

How far back can you clean up my books?

As far back as needed. Some clients only need a few months cleaned up; others need multiple years reconstructed. The diagnostic review determines the actual scope.

Can you fix multi-property or multi-entity real estate bookkeeping?

Yes. We specialize in complex investor files including BRRRR, rentals, flips, entity structures, and multi-property reporting.

Do you fix IOLTA or trust accounting issues for law firms?

Yes. We correct trust imbalances, rebuild ledgers, fix misclassified transactions, and restore proper compliance.

What if my previous bookkeeper made mistakes?

We repair categorization errors, duplicates, incorrect balances, and any structural issues left behind.

Can you take over my books after cleanup?

Yes. Most clients move into Monthly Bookkeeping so their books stay accurate and organized throughout the year.

Summary

Cleanup bookkeeping eliminates errors, rebuilds structure, restores account balances, and ensures every number in your file reflects the true state of your business. Whether you're behind a few months or several years, our process brings clarity and order back to your financials — giving you clean, dependable reports that support smart decisions, tax preparation, and long-term stability.