One Stubborn Problem? Send Just That.
Not every request is a full engagement. Sometimes you need one account reconciled, one schedule built, or one difference explained. Send the task, get a fixed quote, and get it back done.
- check_circleNo long-term commitment
- check_circleFixed quote per task before work starts
- check_circleSame quality standard as full engagements
Ad hoc means one defined task with a clear finish line.
You keep the engagement. We handle the specific piece your team does not have time or depth for, and return it ready to drop into your file.
What Ad Hoc Accounting Tasks Covers
Every item below is part of the work, not an add-on. Scope is confirmed in writing before work begins.
Single account reconciliation
One bank, card, loan, or balance sheet account reconciled and supported.
Payroll reconciliation
Payroll expense and liabilities tied to quarterly and annual filings.
AR or AP cleanup
Aging cleaned up with stale and duplicate items resolved.
Loan amortization schedules
Schedules built and entries posted for principal and interest.
Fixed asset register
Asset register built or updated with depreciation schedules.
Sales tax reconciliation
Sales tax collected tied to liability and filings.
Inventory adjustments
Count results and COGS adjustments recorded with support.
Balance investigation
An unexplained balance or difference traced back to its source.
Software conversion cleanup
Errors after a QuickBooks Desktop, Online, or Xero conversion corrected.
Financial statements for lenders
Clean statements prepared from reconciled books for a loan application.
1099 data preparation
Vendor payment data organized for your 1099 filing process.
Journal entries and reclasses
Specific entries prepared with support for your review.
Same Clear Process on Every File
You always know the scope, the fee, and the timeline before anything starts.
What You Receive
- task_altCompleted task with supporting schedules
- task_altNotes on what was done
- task_altAny open items listed for the client
Frequently Asked
Is there a minimum?
The minimum project size is $149, which covers scoping and a properly reviewed result.
How fast is turnaround?
The quote includes a timeline. Small tasks are usually returned within a few business days.
Practical Notes on This Kind of Work
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.
How Many Hours Is That Cleanup? A Pricing Model for Accounting Firms
A working hours model for pricing bookkeeping cleanups: a base hours table by transaction volume, condition multipliers, and the fixed costs firms forget to include.
White-Label Bookkeeping for CPA Firms: How It Works and What to Ask a Provider
How white-label bookkeeping works for CPA firms: who owns the client, how the workflow runs, what to ask a provider, data security rules, and pricing.
Have a File in Mind?
Share read-only access and a short note. You get scope, fee, and timeline before any work begins. Your first file is free in exchange for honest feedback.