Cleanup vs. Catch-Up: How to Tell Which One a Client File Needs
They get quoted the same way and they are not the same job. A quick diagnostic your team can run in twenty minutes before promising a fee or a deadline.
Insights
Practical Notes for Firms That Do the Accounting Work
Short, useful articles on cleanups, catch-ups, scoping, and running a back-office engagement. Written for firm owners and team leads, not for end clients.
Cleanup
Process
How to Scope a Bookkeeping Cleanup Before You Quote It
A findings-first approach that turns an open-ended cleanup into a fixed-fee project, and the questions to ask the client before anyone touches the file.
Firm Operations
How to Outsource Bookkeeping Without Losing Control of the Client Relationship
The fear that stops most firms from outsourcing is not quality. It is losing the client. Here is how to structure a back-office engagement so that never happens.
Let's Talk About Your Workload
Have a File You Would Rather Hand Off?
Reading about cleanups is useful. Not doing them yourself is better. Send us the file and we will scope it within one business day.