Historical Accounting Clean Up & Bookkeeping Clean Up Services
Messy Books?
We'll Fix Them.
Fast
Here you can find out more, and contact us about historical accounting clean up services or bookkeeping clean up services for your business.
“This has been the best first week I’ve had with any vendor, ever!”
George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”
Jenny
Founder
FlowFi is built for
your business
Historical Accounting Clean Up & Bookkeeping Clean Up Services
Messy Books?
We'll Fix Them.
Fast
Here you can find out more, and contact us about historical accounting clean up services or bookkeeping clean up services for your business.
“This has been the best first week I’ve had with any vendor, ever!”
George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”
Jenny
Founder
FlowFi is built for your business
Historical Accounting Clean Up & Bookkeeping Clean Up Services
Messy Books?
We'll Fix Them.
Fast
Here you can find out more, and contact us about historical accounting clean up services or bookkeeping clean up services for your business.
“This has been the best first week I’ve had with any vendor, ever!”
George
Co-Founder
“Amit solved two of my biggest problems I've been dealing with for months!”
Jenny
Founder
FlowFi is built for
your business
What's The Difference?
Not All Messy Books Need the Same Fix
Bookkeeping clean up focuses on cleaning and reconciling transactions so your day-to-day books and reports are accurate.
Historical accounting clean up applies when prior-period balances need accounting-level corrections so your financials roll forward correctly.
What's The Difference?
Not All Messy Books Need the Same Fix
Bookkeeping clean up focuses on cleaning and reconciling transactions so your day-to-day books and reports are accurate.
Historical accounting clean up applies when prior-period balances need accounting-level corrections so your financials roll forward correctly.
What's The Difference?
Not All Messy Books Need the Same Fix
Bookkeeping clean up focuses on cleaning and reconciling transactions so your day-to-day books and reports are accurate.
Historical accounting clean up applies when prior-period balances need accounting-level corrections so your financials roll forward correctly.
Bookkeeping clean up services
When Your Books Don't Add Up
When your books feel “technically filled in” but the numbers don’t tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
That usually means fixing inconsistent categorization, reconciling accounts that don’t match statements, removing duplicates, and correcting obvious posting errors so your reports reflect what actually happened.
Bookkeeping clean up services
When Your Books Don't Add Up
When your books feel “technically filled in” but the numbers don’t tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
That usually means fixing inconsistent categorization, reconciling accounts that don’t match statements, removing duplicates, and correcting obvious posting errors so your reports reflect what actually happened.
Bookkeeping clean up services
When Your Books Don't Add Up
When your books feel “technically filled in” but the numbers don’t tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
That usually means fixing inconsistent categorization, reconciling accounts that don’t match statements, removing duplicates, and correcting obvious posting errors so your reports reflect what actually happened.
What's Included
From Messy Books to Monthly Close You Can Trust
If you’re wondering what is included in bookkeeping services of this type, think of it as restoring trust in your monthly close: clean inputs, consistent categories, reconciled accounts, and financial statements you can explain without hand-waving.
Review of your current books to identify what’s broken (reconciliations, categories, balances)
Transaction categorization cleanup to restore consistent reporting
Bank and credit card reconciliations for the agreed period
Cleanup of duplicates, mis-posted entries, and obvious errors
Chart of accounts tidy-up (simplify and align categories where needed)
Month-by-month close for the cleaned period so financials are usable
Clean reporting output (P&L and balance sheet) for the period covered
What's Included
From Messy Books to Monthly Close You Can Trust
If you’re wondering what is included in bookkeeping services of this type, think of it as restoring trust in your monthly close: clean inputs, consistent categories, reconciled accounts, and financial statements you can explain without hand-waving.
Review of your current books to identify what’s broken (reconciliations, categories, balances)
Transaction categorization cleanup to restore consistent reporting
Bank and credit card reconciliations for the agreed period
Cleanup of duplicates, mis-posted entries, and obvious errors
Chart of accounts tidy-up (simplify and align categories where needed)
Month-by-month close for the cleaned period so financials are usable
Clean reporting output (P&L and balance sheet) for the period covered
What's Included
From Messy Books to Monthly Close You Can Trust
If you’re wondering what is included in bookkeeping services of this type, think of it as restoring trust in your monthly close: clean inputs, consistent categories, reconciled accounts, and financial statements you can explain without hand-waving.
Review of your current books to identify what’s broken (reconciliations, categories, balances)
Transaction categorization cleanup to restore consistent reporting
Bank and credit card reconciliations for the agreed period
Cleanup of duplicates, mis-posted entries, and obvious errors
Chart of accounts tidy-up (simplify and align categories where needed)
Month-by-month close for the cleaned period so financials are usable
Clean reporting output (P&L and balance sheet) for the period covered
Armed with financial clarity, you can take charge of your financials and focus on scaling your business.
current rating
B
Estimated time to increase
your score to an A-Level
Profit & Loss
6 days
Balance Sheet
21 days
Cash Flow
14 days
Chart of Accounts
30 days
Profit & Loss Review
3/4
PASS
Revenue accounts are positive
All of your revenue accounts are zero or positive, which is the direction you’d like revenue to go
REVIEW
Expense accounts are positive
All of your revenue accounts are zero or positive, which is expected
NEEDS ATTENTION
COGS accounts are positive
If you have a Cost of Goods Sold account, it is zero or positive which is expected.
PASS
COGS never exceeds revenue
If the books are being done correctly, in a healthy business, your COGS should never be greater than your revenue - which isn’t.
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Armed with financial clarity, you can take charge of your financials and focus on scaling your business.
current rating
B
Estimated time to increase
your score to an A-Level
Profit & Loss
6 days
Balance Sheet
21 days
Cash Flow
14 days
Chart of Accounts
30 days
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Free Report
How It Works
When your books feel "technically filled in" but the numbers don't tie out, bookkeeping clean up services are about getting you back to reliable, usable financials.
1
Connect your accounts
FlowFi integrates with your QuickBooks Online Account to instantly review your books.
2
Get your instant, free report
FlowFi runs a full financial health check using automated transaction analysis, balance assessments, and bookkeeping accuracy grading.
3
BONUS
Get personalized, human guidance
With this exclusive offer, dive deeper into your report with a FlowFi expert to discuss insights and explore next steps.
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.
Top Expert
Jane
Portland, OR
Top Expert
Yang
Los Angeles, CA
Top Expert
Francis
New York, NY
Nicole
Freeport, fl
Terry
New York, NY
Daniel
Phoenix, AZ
Top Expert
Marcus
Seattle, WA
Judi
Chicago, IL
Sam
San Diego, CA
Top Expert
Martin
Atlanta, GA
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.
Top Expert
Jane
Portland, OR
Top Expert
Yang
Los Angeles, CA
Top Expert
Francis
New York, NY
Nicole
Freeport, fl
Terry
New York, NY
Daniel
Phoenix, AZ
Top Expert
Marcus
Seattle, WA
Judi
Chicago, IL
Sam
San Diego, CA
Top Expert
Martin
Atlanta, GA
Experts
Meet the Experts
FlowFi’s talent network has worked with the world’s most innovative brands and companies.
Top Expert
Jane
Portland, OR
Top Expert
Yang
Los Angeles, CA
Top Expert
Francis
New York, NY
Nicole
Freeport, fl
Terry
New York, NY
Daniel
Phoenix, AZ
Top Expert
Marcus
Seattle, WA
Judi
Chicago, IL
Sam
San Diego, CA
Top Expert
Martin
Atlanta, GA
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
Wondering if Your financials are in Good Shape?
Receive a Free, Instant Health Check for Your Books
B
Great
Profit & Loss
3/4
Balance Sheet
3/5
Cash Flow
2/5
Chart of Accounts
1/5
Historical accounting clean up services
The real problem is in your history.
Historical accounting clean up services apply when the problem goes deeper than messy transactions usually when prior-period balances don’t make sense, roll forward incorrectly, or require accounting-level corrections.
Identifying the Problem
This can involve identifying which periods are impacted, isolating what's driving the mismatch (for example, timing issues or balance sheet items recorded inconsistently), and creating a clear path to correct the history so your financials are coherent and comparable period to period.
Which Service Do You Need?
In most cases it's one or the other: if your issue is mainly transaction hygiene and reconciliations, you're in bookkeeping clean up territory; if your prior-period balances are structurally wrong, you're likely looking at historical accounting clean up. Either way, the goal is the same—numbers you can trust and use.
Diagnostic & Review
Prior-period diagnostic to pinpoint which months or years are impacted
Balance sheet review to identify accounts that don't roll forward correctly
Corrections & Adjustments
Correction plan for accounting-level issues affecting historical financials
Targeted adjustments to align prior-period balances with supporting records
Documentation of what was changed and why (so the fix is maintainable)
Clean Output & Handoff
Updated financial statements for the affected period(s)
Clear handoff notes for ongoing bookkeeping so issues don't reappear
Historical accounting clean up services
The real problem is in your history.
Historical accounting clean up services apply when the problem goes deeper than messy transactions usually when prior-period balances don’t make sense, roll forward incorrectly, or require accounting-level corrections.
Identifying the Problem
This can involve identifying which periods are impacted, isolating what's driving the mismatch (for example, timing issues or balance sheet items recorded inconsistently), and creating a clear path to correct the history so your financials are coherent and comparable period to period.
Which Service Do You Need?
In most cases it's one or the other: if your issue is mainly transaction hygiene and reconciliations, you're in bookkeeping clean up territory; if your prior-period balances are structurally wrong, you're likely looking at historical accounting clean up. Either way, the goal is the same—numbers you can trust and use.
Diagnostic & Review
Prior-period diagnostic to pinpoint which months or years are impacted
Balance sheet review to identify accounts that don't roll forward correctly
Corrections & Adjustments
Correction plan for accounting-level issues affecting historical financials
Targeted adjustments to align prior-period balances with supporting records
Documentation of what was changed and why (so the fix is maintainable)
Clean Output & Handoff
Updated financial statements for the affected period(s)
Clear handoff notes for ongoing bookkeeping so issues don't reappear
Historical accounting clean up services
The real problem is in your history.
Historical accounting clean up services apply when the problem goes deeper than messy transactions usually when prior-period balances don’t make sense, roll forward incorrectly, or require accounting-level corrections.
Identifying the Problem
This can involve identifying which periods are impacted, isolating what's driving the mismatch (for example, timing issues or balance sheet items recorded inconsistently), and creating a clear path to correct the history so your financials are coherent and comparable period to period.
Which Service Do You Need?
In most cases it's one or the other: if your issue is mainly transaction hygiene and reconciliations, you're in bookkeeping clean up territory; if your prior-period balances are structurally wrong, you're likely looking at historical accounting clean up. Either way, the goal is the same—numbers you can trust and use.
Diagnostic & Review
Prior-period diagnostic to pinpoint which months or years are impacted
Balance sheet review to identify accounts that don't roll forward correctly
Corrections & Adjustments
Correction plan for accounting-level issues affecting historical financials
Targeted adjustments to align prior-period balances with supporting records
Documentation of what was changed and why (so the fix is maintainable)
Clean Output & Handoff
Updated financial statements for the affected period(s)
Clear handoff notes for ongoing bookkeeping so issues don't reappear
Instant insights, instant impact
Contact us now about accounting clean up and bookkeeping clean up pricing
If you’re trying to figure out scope and pricing without guessing, reach out and we’ll get you to the right person.
We can talk through what you need, whether it’s bookkeeping clean up or historical accounting clean up, then point you to the right next step for bookkeeping services cost and accountant fees based on your backlog and complexity.
You can also explore our other accounting and bookkeeping services to see the broader ways we support ongoing monthly work.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Instant insights, instant impact
Contact us now about accounting clean up and bookkeeping clean up pricing
If you’re trying to figure out scope and pricing without guessing, reach out and we’ll get you to the right person.
We can talk through what you need, whether it’s bookkeeping clean up or historical accounting clean up, then point you to the right next step for bookkeeping services cost and accountant fees based on your backlog and complexity.
You can also explore our other accounting and bookkeeping services to see the broader ways we support ongoing monthly work.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Instant insights, instant impact
Contact us now about accounting clean up and bookkeeping clean up pricing
If you’re trying to figure out scope and pricing without guessing, reach out and we’ll get you to the right person.
We can talk through what you need, whether it’s bookkeeping clean up or historical accounting clean up, then point you to the right next step for bookkeeping services cost and accountant fees based on your backlog and complexity.
You can also explore our other accounting and bookkeeping services to see the broader ways we support ongoing monthly work.
Master the fundamentals
Update frequency
Transaction categorization
Chart of account status
Strenghten core bookkeeping
Revenue handling
Payroll accounts
Expense transactions
Gain deeper financial insights
Month-over-month varances
Profit & Loss values
Balance sheet status
Just a few of the companies we've supported over the years
Just a few of the companies we've supported over the years
Just a few of the companies we've supported over the years
Ready to fix your books?
See what FlowFi can do for you
Also, if what you really need is getting fully current month-by-month, we offer catch up bookkeeping services as well.
Catch up is about bringing overdue months up to date; clean up is about fixing what’s incorrect or inconsistent often you need one or the other, and sometimes both, but we’ll help you quickly identify which applies.
Ready to fix your books?
See what FlowFi can do for you
Also, if what you really need is getting fully current month-by-month, we offer catch up bookkeeping services as well.
Catch up is about bringing overdue months up to date; clean up is about fixing what’s incorrect or inconsistent often you need one or the other, and sometimes both, but we’ll help you quickly identify which applies.
Ready to fix your books?
See what FlowFi can do for you
Also, if what you really need is getting fully current month-by-month, we offer catch up bookkeeping services as well.
Catch up is about bringing overdue months up to date; clean up is about fixing what’s incorrect or inconsistent often you need one or the other, and sometimes both, but we’ll help you quickly identify which applies.
Reliable accounting clean up services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
Working with Kaitlin has been a breath of fresh air. In a world full of legacy accounting firms, her customer service truly stands out. She’s efficient, easy to talk to, and—most importantly—trustworthy. Kaitlin was the perfect expert match, she really gets my needs and makes running my business a breeze.
Vikki Krinsky
Our experts transformed our financial management from a nightmare into the most dependable part of our business. This allowed me to step back with complete peace of mind and focus on providing value to our customers. Good accounting had a domino effect on us, and we were able to reinvest profits into growth.
George Vallone
Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.
Abby Wood
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs for any anything we need!
Toby Meisenheimer
FlowFi has been amazing. They walked us through a simple setup and are really taking care of us. The platform is slick and the support is fantastic!
Conner Reinhardt
Reliable accounting clean up services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
Working with Kaitlin has been a breath of fresh air. In a world full of legacy accounting firms, her customer service truly stands out. She’s efficient, easy to talk to, and—most importantly—trustworthy. Kaitlin was the perfect expert match, she really gets my needs and makes running my business a breeze.
Vikki Krinsky
Our experts transformed our financial management from a nightmare into the most dependable part of our business. This allowed me to step back with complete peace of mind and focus on providing value to our customers. Good accounting had a domino effect on us, and we were able to reinvest profits into growth.
George Vallone
Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.
Abby Wood
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs for any anything we need!
Toby Meisenheimer
FlowFi has been amazing. They walked us through a simple setup and are really taking care of us. The platform is slick and the support is fantastic!
Conner Reinhardt
Reliable accounting clean up services for clearer financial insights
It's 50/50 people and software — smart tools for instant insights, expert people for stategic guidance. Both working together on your business.
Working with Kaitlin has been a breath of fresh air. In a world full of legacy accounting firms, her customer service truly stands out. She’s efficient, easy to talk to, and—most importantly—trustworthy. Kaitlin was the perfect expert match, she really gets my needs and makes running my business a breeze.
Vikki Krinsky
Our experts transformed our financial management from a nightmare into the most dependable part of our business. This allowed me to step back with complete peace of mind and focus on providing value to our customers. Good accounting had a domino effect on us, and we were able to reinvest profits into growth.
George Vallone
Our books are finally right after more than 2 years! We’ve never had this level of clarity and support.
Abby Wood
Hassan and the FlowFi team have done everything we’ve asked of them. I know they have our backs for any anything we need!
Toby Meisenheimer
FlowFi has been amazing. They walked us through a simple setup and are really taking care of us. The platform is slick and the support is fantastic!
Conner Reinhardt
Bookkeeping
Accrual Basis
Journal Entries
Bank Reconciliations
Complex Reconciliations
Intercompany Transactions
AP/AR Management
Inventory Management
Payroll Processing
Fixed Asset Management
Lease Accounting
Month End Close
Revenue Recognition
ERP Implementation & Optimization
FP&A / CFO
Budgeting & Forecasting
Strategic Planning
Working Capital
Treasury Management
Expense Management
KPI Development
Cash Flow Analysis
Pricing Strategy
Competition Analysis
Due Diligence
Benchmarking
Industry Analysis
Market Research
Capital Planning
Debt & Equity Financing
M&A Analysis
Investor Reporting
Tax
Federal/State Income Tax Returns (Form 1120)
Partnership & LLC Returns (Form 1065)
Sales & Use Tax Returns
Payroll Tax Filings (Form 941, W-2, W-3)
Withholding Tax Filings (1099)
Property Tax Filings
Excise Tax Returns
International Tax Filings & Reporting
R&D Credits
Nexus Analysis
Corporate Structures & Reorganizations
Advisory
© 2025 FlowFi. All rights reserved.
Bookkeeping
Accrual Basis
Journal Entries
Bank Reconciliations
Complex Reconciliations
Intercompany Transactions
AP/AR Management
Inventory Management
Payroll Processing
Fixed Asset Management
Lease Accounting
Month End Close
Revenue Recognition
ERP Implementation & Optimization
FP&A / CFO
Budgeting & Forecasting
Strategic Planning
Working Capital
Treasury Management
Expense Management
KPI Development
Cash Flow Analysis
Pricing Strategy
Competition Analysis
Due Diligence
Benchmarking
Industry Analysis
Market Research
Capital Planning
Debt & Equity Financing
M&A Analysis
Investor Reporting
Tax
Federal/State Income Tax Returns (Form 1120)
Partnership & LLC Returns (Form 1065)
Sales & Use Tax Returns
Payroll Tax Filings (Form 941, W-2, W-3)
Withholding Tax Filings (1099)
Property Tax Filings
Excise Tax Returns
International Tax Filings & Reporting
R&D Credits
Nexus Analysis
Corporate Structures & Reorganizations
Advisory
© 2025 FlowFi. All rights reserved.
Bookkeeping
Accrual Basis
Journal Entries
Bank Reconciliations
Complex Reconciliations
Intercompany Transactions
AP/AR Management
Inventory Management
Payroll Processing
Fixed Asset Management
Lease Accounting
Month End Close
Revenue Recognition
ERP Implementation & Optimization
FP&A / CFO
Budgeting & Forecasting
Strategic Planning
Working Capital
Treasury Management
Expense Management
KPI Development
Cash Flow Analysis
Pricing Strategy
Competition Analysis
Due Diligence
Benchmarking
Industry Analysis
Market Research
Capital Planning
Debt & Equity Financing
M&A Analysis
Investor Reporting
Tax
Federal/State Income Tax Returns (Form 1120)
Partnership & LLC Returns (Form 1065)
Sales & Use Tax Returns
Payroll Tax Filings (Form 941, W-2, W-3)
Withholding Tax Filings (1099)
Property Tax Filings
Excise Tax Returns
International Tax Filings & Reporting
R&D Credits
Nexus Analysis
Corporate Structures & Reorganizations
Advisory
© 2025 FlowFi. All rights reserved.