Accounting Cleanup

We correct inaccurate books, fix categorizations, remove duplicates, reconcile accounts, and prepare clean financial statements. Ideal before tax season, audits, or investor meetings.

Who this is for

Service businesses & startups with messy books

What sets this engagement apart

  • Audit-ready
  • tax-aligned

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Accounting Cleanup is included in the following Soarx packages.

Pkg 03Fractional CFOCFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.
$750/month
Pkg 04Cleanup + MigrationA focused project to clean existing records and move the business into a modern Xero workflow.
$300/mo cleanup + $750 migration
Contact Us

Ready to talk about accounting cleanup?

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