For Business Owners Ready for a Fresh Start
ClearReset — Catch-Up & Clean-Up Bookkeeping
Behind on your books or unsure whether your records are accurate? ClearReset helps bring your bookkeeping up to date, correct problems, and restore order—so you can move forward with a clearer picture of your business.
Is ClearReset Right for You?
ClearReset helps you regain control when your bookkeeping has fallen behind or needs correction.
This service is ideal if you:
- Have several months of unfinished bookkeeping
- Have bank or credit card accounts that haven’t been reconciled
- Notice duplicate transactions, incorrect categories, or unexplained balances
- Need organized records to share with your tax preparer
- Want to resolve existing problems before starting monthly bookkeeping
Whether your books need catch-up work, corrections, or both, ClearReset provides a practical path back to organized, reliable records.
What’s Included in ClearReset Catch-Up & Clean-Up
ClearReset is a project-based service designed to address an agreed period of unfinished or inaccurate bookkeeping in QuickBooks Online.
Bookkeeping File Review
An initial review of your records to identify unfinished periods, discrepancies, and the work needed to bring your books current.
Missing Transaction Entry
Entry or import of missing business transactions using the statements and supporting records you provide.
Transaction Review & Corrections
Review and correction of miscategorized transactions, duplicates, and other identified recording errors.
Bank & Credit Card Reconciliation
Reconciliation of agreed accounts for the project period to match your books to your statements and investigate differences.
Balance Review & Follow-Up
Review of account balances to identify items that need correction, additional documentation, or input from your tax preparer.
Updated Reports & Handoff
Updated profit and loss and balance sheet reports for the completed period, with a summary of work performed and any unresolved items.
Why Getting Your Books Current Matters
Accurate reports are useful, but their value grows when you understand what they show. Without that understanding, changes in expenses, profitability, or cash balances can be easy to overlook.
Reviewing your numbers regularly helps you recognize patterns and approach business decisions with better information. You gain a clearer view of your results and know which questions to explore further.
More Reliable Financial Reports
Complete transactions and reconciled accounts help your reports reflect your business’s activity more accurately.
Less Uncertainty & Backlog
Address unfinished bookkeeping and understand which issues have been resolved, and which still need attention.
A Stronger Foundation Moving Forward
Start ongoing bookkeeping with organized records and a clearer process for maintaining them.
Important to Know
ClearReset is a one-time project for an agreed period and scope of work. Pricing and timing depend on how far behind your books are, the number of accounts and transactions, and the corrections needed. We’ll review your situation and confirm the scope before work begins.
You’ll need to provide statements, supporting documents, and answers to questions about your transactions. Missing information may affect completion. Any unresolved items will be clearly identified at handoff.
ClearReset addresses existing bookkeeping; ClearStart handles initial QuickBooks setup, and ClearBooks provides ongoing monthly support. Tax return preparation and amendments are outside this service. Changes affecting previously filed periods should be coordinated with your tax preparer.
Ready for a Fresh Start with Your Books?
Ready for a Fresh Start with Your Books?
ClearReset helps you put unfinished bookkeeping behind you and move forward with greater clarity.
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Bookkeeping for remodeling contractors, plumbers, electricians, and other service businesses.
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