Financial Cleanup & Setup

Clean books are not the goal.
Reliable decisions are.

A cleanup should do more than force the bank balance to reconcile. It should leave the contractor with a financial structure that supports job reporting, cash visibility, management decisions, and future monthly closes.

Scoped after the Diagnostic

Scoped after the Diagnostic. Established contractor cleanup engagements commonly start at $10,000 depending on transaction volume, backlog and complexity.

Potential scope

Balance-sheet cleanup
Bank and credit-card reconciliation
Undeposited funds
Accounts receivable
Accounts payable
Loans and leases
Payroll liabilities
Suspense and clearing accounts
Chart-of-accounts redesign
Job and customer mapping
Opening balances
Historical corrections
Reporting structure
Closing checklist

Why cleanup pricing varies

Every cleanup is scoped after we understand the underlying data.

  • Number of months
  • Transaction volume
  • Number of accounts
  • Payroll complexity
  • Payment platforms
  • Job tracking
  • Data quality
  • Historical migrations
  • Loans, leases, or financing
  • Required deadlines

Your financial reports should answer questions.
Not create more of them.

Book a 20-minute review of your job margins, cash flow and reporting — or model a contract's cash impact first with the free analyzer.

Not ready to talk? Take the 3-minute Financial Health Check.

Book a 20-Minute Financial Review