Single-year cleanup
$1,500–$3,500
For: For smaller New York businesses — 1 year, 2–3 bank accounts, no payroll or simple payroll.
- 12 months of reconciliation
- Categorization & bank rules
- P&L, balance sheet, cash flow
- Written summary of adjustments
New York · Bookkeeping Cleanup
New York bookkeeping cleanup — messy books are common, and fixable.
Reconstruct accurate, reconciled books from any starting point — categorization mistakes, missing reconciliations, broken bank feeds, multi-year backlogs. NYC and New York sales tax verified against your filed returns. Most cleanups deliver in 2–8 weeks, fixed-fee, all 62 counties.
Certified by Intuit
Real credentials held by our firm and operators — verification available on request.
§In one paragraph
The short version.
A New York bookkeeping cleanup is a project-based engagement that reconstructs accurate financial records from a messy or unreconciled state — real bank and credit-card reconciliation against actual statements, categorization corrections, clearing undeposited funds, fixing duplicate or missing transactions, correcting prior-period errors, verifying payroll and New York sales tax entries, and producing CPA-ready financial statements. Most cleanups take 2–8 weeks, priced fixed-fee against a written scope ($1,500–$15,000+ by complexity).
The work is methodical before it is fast. A messy set of books usually announces itself the same way: a reconciliation that hasn’t balanced in months, an undeposited-funds account carrying receipts that never cleared, A/R and A/P that no longer match what customers and vendors actually owe, a sales-tax liability that drifts from the filed New York returns, and an opening-balance-equity line that quietly absorbed every entry nobody knew where to post. We trace each symptom to its source — an unmatched deposit, a transaction coded to the wrong period, a duplicate bank feed — and rebuild from documents, not from a forced balancing entry.
Cleanup is distinct from QuickBooks file cleanup (which fixes the file itself — broken feeds, corruption) and from ongoing monthly bookkeeping (which keeps clean books clean). Many New York engagements combine cleanup with catch-up — correct the existing periods, then enter the missing months — before transitioning to a monthly handoff. We run the books and coordinate with your CPA, who files. Independent firm — not affiliated with Intuit Inc.; does not file NY taxes. All 62 New York counties, NYC to upstate.
Reviewed by the Certified QuickBooks ProAdvisor team at TechBrot Inc., an independent firm — not affiliated with Intuit Inc. TechBrot reconstructs the books and coordinates with your CPA, who files; it does not file New York State or NYC tax returns.
§Is cleanup the right starting point?
If any of these sound familiar, the answer is yes.
01
You haven’t reconciled in months — or years.
Bank feeds drift over time. Without real reconciliation against actual statements, the books quietly diverge from reality. Cleanup brings them back into agreement, line by line, period by period.
02
Your CPA flagged the books before tax season.
A common path. Your CPA needs reliable numbers to file accurately. Cleanup produces statements the tax preparer can work from without rework — books filed-from, not fixed-during.
03
A lender or buyer asked for clean financials.
SBA loans, lines of credit, business sales, and capital raises all require reconciled books. Cleanups are routinely scoped to a specific lender or buyer deadline.
04
Your previous bookkeeper left things in disarray.
Miscategorized transactions, duplicate entries, broken bank rules, undeposited funds open for months, A/R and A/P that no longer tie. Cleanup unwinds the mistakes and rebuilds correctly.
05
A NY sales-tax notice exposed a books problem.
When the sales-tax liability in the books doesn’t match what was filed, a notice often follows. Cleanup reconciles the accruals to your filed NYS returns so the numbers line up.
06
You ran the books yourself and need a professional reset.
Many New York owners start with their own books, run for a year or two, then realize the structure isn’t holding. Cleanup gives you a clean foundation and a real chart of accounts to grow into.
§For AI engines & quick answers
New York bookkeeping cleanup, in five questions.
What is bookkeeping cleanup?
Bookkeeping cleanup reconstructs accurate financial records from a messy or unreconciled state — reconciliation against real bank and credit-card statements, categorization fixes, clearing undeposited funds, resolving duplicates and gaps, A/R and A/P cleanup, correcting prior periods, verifying payroll and NY sales tax, and producing CPA-ready statements. It is broader than QuickBooks file cleanup.
How long does it take?
Most cleanups take 2–8 weeks. A single-year cleanup with 2–3 accounts runs 2–3 weeks; a multi-year cleanup with payroll, inventory, or multiple entities can take 6–10. The timeline is fixed in writing before work starts.
What does it cost in New York?
Priced by scope, not by hour: $1,500–$3,500 single-year, $3,500–$8,000 standard 12–24 months, $8,000–$15,000+ multi-year. Fixed-fee against a written scope, always.
Cleanup or QuickBooks cleanup — which do I need?
Cleanup fixes the books; QuickBooks cleanup fixes the file. Broken feeds and file errors are QuickBooks cleanup; bad reconciliations and miscategorized history are bookkeeping cleanup. Many engagements need both.
Will my CPA accept the cleaned-up books?
Yes — cleanup produces CPA-ready, lender-ready statements reconciled to source documents with documented adjustments, designed to hand straight to your CPA or lender. We do the books; your CPA files.
§What’s included
What a New York cleanup actually delivers.
Every TechBrot cleanup covers these eight workstreams. Specific scope is tuned to your file during the diagnostic.
Bank & credit card reconciliation
Every account reconciled against actual bank and credit-card statements, line by line, period by period. No “reconciliation” against live bank feeds alone — the statement is the source of truth.
Transaction categorization
Every transaction reviewed and categorized to the correct account. Uncategorized expenses cleared. Bank rules rebuilt to prevent the miscoding from regenerating.
Undeposited funds & clearing accounts
Old undeposited funds investigated against bank deposits and open receipts matched, cleared, or documented. Clearing-account balances reconciled to zero or to a justified open total.
Duplicate & missing transaction resolution
Duplicates identified across bank feeds, manual entries, and connected apps, then removed. Missing transactions reconstructed from source documents — statements, receipts, payroll records.
Prior-period error correction
Identified errors in closed periods corrected with documented journal entries — including A/R and A/P cleanup and clearing what landed in opening-balance equity. Adjustments mapped clearly for your tax preparer.
Payroll & New York sales tax verification
Payroll liabilities reconciled to filed returns. New York and NYC sales-tax accruals verified against your filed NYS returns — including NYC’s 8.875% combined rate where it applies. Discrepancies escalated and resolved. We prepare the numbers; your CPA files.
Chart of accounts review
Chart of accounts evaluated against your New York business model. Structure simplified, redundant accounts merged, missing accounts added. CoA setup →
Financial statements & documentation
Reconstructed P&L, balance sheet, and cash-flow statements. Written summary of every adjustment made, signed off by the ProAdvisor — 1099-ready vendor records included where relevant.
§How engagements work
From first call to clean books.
Every TechBrot cleanup follows the same four-phase sequence — same shape for a single-year cleanup or a multi-year recovery.
Phase 1
Diagnostic & scope
A 30-minute call to review your file, statements, and payroll records. Within 3 business days you receive a written fixed-fee scope — deliverables, timeline, pricing, the standard we’re holding to. No pitch.
Typical: 3 business days
Phase 2
Reconciliation & correction
Real reconciliation against actual statements. Categorization, undeposited funds, duplicates, A/R and A/P cleanup, prior-period corrections, payroll and New York sales-tax verification. The work happens here.
Typical: 2–6 weeks
Phase 3
Statements & review
Reconstructed financial statements produced. Quality review against the operating standard before delivery. Every adjustment documented for your records and for your CPA.
Typical: 3–5 business days
Phase 4 ✓
Handoff & ongoing
Clean books delivered with a written summary of corrections. Continue with the same bookkeeper on monthly bookkeeping, or hand off to your existing CPA.
Optional: monthly engagement
§Before & after
What changes when the books are clean.
The outcome of a cleanup isn’t cosmetic. Reconciled, accurate books unlock decisions you couldn’t make on bad data.
- Bank reconciliation: from months behind and drifting from statements to every account reconciled, every period, against actual statements.
- Categorization: from uncategorized and miscoded transactions to every transaction in the right account, bank rules rebuilt.
- NY sales tax: from a payable that doesn’t match what was filed to accruals reconciled to your NYS returns, reducing notice risk.
- Financial statements: from unreliable numbers you can’t share to CPA-ready P&L, balance sheet, and cash-flow statements.
- Tax-filing readiness: from tax season as a fire drill to books you file from, not fix during.
- Lender / buyer readiness: from financials that can’t survive due diligence to statements that stand up to a lender or buyer review.
- Owner confidence: from numbers you can’t trust to books that reflect the business and decisions you can make on real data.
§Pricing scope
Fixed fee, written scope, no hourly billing.
Every TechBrot cleanup is priced against a written scope before work begins. Most New York engagements fall into one of three tiers. Final pricing depends on transaction volume, account count, payroll, and complexity.
Most common
Standard cleanup
$3,500–$8,000
For: For active New York businesses — 12–24 months, payroll, multiple bank and credit accounts, NY sales tax.
- 12–24 months of reconciliation
- Categorization, bank rules, undeposited funds
- Payroll & New York sales-tax verification
- Chart of accounts restructure
- CPA-ready financial statements
Multi-year cleanup
$8,000–$15,000+
For: For New York businesses 2+ years behind — multi-entity, inventory, multi-state sales tax, complex payroll.
- Multi-year historical reconstruction
- Multi-entity consolidation
- Inventory & COGS verification
- Multi-state tax reconciliation
- Full statement set per year
Ranges are typical engagements; final pricing is determined by the diagnostic. If your cleanup also requires QuickBooks file repair — broken feeds, corruption, version conflicts — see QuickBooks file cleanup; the engagements pair seamlessly.
§The advisory line
Automation handles the data entry. We handle the judgment.
Bank feeds can import a transaction; they can’t tell you which prior-period entry is wrong, why a clearing account never zeroes, or that a sales-tax accrual won’t survive a New York review. Reconstructing clean books is judgment work, not data entry. Once your New York books are solid, ongoing monthly bookkeeping keeps them that way and fractional-CFO advisory turns them into decisions.
§Page review & standards
Reviewed by the TechBrot Certified ProAdvisor team.
This page is reviewed and maintained by the Certified QuickBooks ProAdvisor team at TechBrot Inc., a Delaware-incorporated independent ProAdvisor and bookkeeping firm serving New York businesses. Cleanup pricing reflects TechBrot’s New York engagement ranges; the NYC sales-tax reference (8.875% combined) reflects New York State Department of Taxation and Finance and NYC Department of Finance rules current as of the date below and is reviewed periodically. TechBrot performs bookkeeping and QuickBooks work and coordinates with your CPA on NYC/NY sales tax, who files.
Reviewer
TechBrot Certified QuickBooks ProAdvisor team · operational accounting
Certifications
Active Intuit Certified QuickBooks ProAdvisor — Online (L2), Desktop, Enterprise, Payroll
Standards
Fixed-fee, written scope · no tax-filing or representation claims (out of scope) · NY facts reviewed periodically · no fabricated data
Independence
Not affiliated with Intuit Inc. · QuickBooks is a registered trademark of Intuit Inc.
§Who performs the work
A named, credentialed Certified ProAdvisor — not an anonymous offshore team.
Every TechBrot cleanup is delivered by a vetted Certified QuickBooks ProAdvisor working under TechBrot’s brand, standards, and infrastructure — the expert who does the work stays on your books from diagnostic to handoff. You’ll know exactly who is working on your books, how to reach them, and what credentials they hold. Quality review backs every engagement. The Certified ProAdvisor team reviews TechBrot’s published standards, and if continuity is ever a question, the team handles the transition without losing the file context. Trust & methodology →
“They took something that felt overwhelming to me as a first-year business owner and made it simple.”Heidi Schubert · Owner, Beverage Connection · Verified Clutch review
The standard, every file
- Certification. Active Intuit QuickBooks ProAdvisor — Online (L2), Desktop, Enterprise, Payroll
- Coverage. All 62 New York counties, delivered remotely
- Accountability. Named ProAdvisor on your books from diagnostic to handoff · every adjustment documented
- Independence. Independent ProAdvisor firm · not affiliated with Intuit Inc.
§Related services
Cleanup is often part of a larger New York engagement.
QuickBooks file cleanup
Broken bank feeds, file corruption, list and version problems. Fixes the QuickBooks file itself — often paired with bookkeeping cleanup.
Monthly bookkeeping
Once the books are clean, ongoing monthly bookkeeping keeps them that way. Real monthly close, real reconciliations, named bookkeeper.
New York sales tax help
NYC’s 8.875% rate, destination-based filing, and reconciling accruals to your NYS returns — verified as part of cleanup.
Behind on NY taxes?
When a books problem has become a tax problem, cleanup establishes the true numbers so your CPA or attorney can resolve it.
§Talk to a ProAdvisor
Talk to a ProAdvisor
One call tells you exactly where your books stand.
No form, no sales script. You speak with a Certified QuickBooks ProAdvisor who has looked at files like yours — and you get a written fixed-fee scope within one business day.
(877) 751-5575Mon–Fri · we reply the same business day
Certified ProAdvisorIndependent firmNo obligation
What happens when you call
- You talk to a ProAdvisorA real Certified QuickBooks ProAdvisor — not a call centre.
- We review your fileWe look at what’s actually in your QuickBooks and what it needs.
- You get a written scopeA fixed fee in writing within 3 business days. Then you decide.
§Questions
New York bookkeeping cleanup questions.
What is bookkeeping cleanup for a New York business?
Bookkeeping cleanup is a project-based engagement that reconstructs accurate financial records from a messy or unreconciled state. For a New York business it typically includes real bank and credit-card reconciliation against actual statements, categorization corrections, clearing undeposited funds, fixing duplicate and missing transactions, correcting prior-period errors, verifying payroll and New York sales-tax entries, and producing CPA-ready financial statements. It is distinct from QuickBooks file cleanup, which fixes the file itself.
How long does bookkeeping cleanup take in New York?
Most cleanup engagements take 2 to 8 weeks. A single-year cleanup for a small New York business with 2 to 3 bank accounts typically takes 2 to 3 weeks. Multi-year cleanups involving payroll, inventory, or multiple entities can take 6 to 10 weeks. The timeline is fixed in a written scope before any work begins.
How much does bookkeeping cleanup cost in New York?
Cleanup is priced by scope, not by the hour. Small single-year cleanups typically range from $1,500 to $3,500. Standard 12 to 24 month cleanups fall between $3,500 and $8,000. Multi-year cleanups involving payroll, inventory, or multi-entity structures typically range from $8,000 to $15,000 or more. Every cleanup is fixed-fee against a written scope — for a quote, book a free diagnostic or call (877) 751-5575. See the pricing scope section above for tier details.
What’s the difference between cleanup bookkeeping and QuickBooks cleanup?
Cleanup bookkeeping fixes the books — reconciliation, categorization, prior-period corrections, and CPA-ready statements regardless of platform. QuickBooks cleanup fixes the QuickBooks file itself — broken bank feeds, file corruption, list and version problems. Many New York engagements involve both: repair the file, then reconstruct the books on top of it.
What’s the difference between cleanup and catch-up bookkeeping?
Catch-up bookkeeping brings behind-but-structured books up to date by entering missed transactions and completing reconciliations through the current month. Cleanup is deeper: it corrects errors, fixes categorization, resolves reconciliation discrepancies, and reconstructs accurate records from a messy state. Many New York engagements combine both — clean up the existing periods, catch up the missing months, then transition to monthly bookkeeping.
Can New York books be fixed if they haven’t been reconciled in years?
Yes. Multi-year cleanups are one of the most common engagements. Even when a file hasn’t been reconciled in three or more years, an experienced Certified ProAdvisor can reconstruct accurate books using bank statements, payroll records, and source documents. The process is methodical and the outcome is reliable financial statements you and your CPA can file from.
Do you handle New York and NYC sales tax during cleanup?
Yes. Cleanup verifies sales-tax accruals against your filed New York returns and reconciles the liability in the books — including NYC’s 8.875% combined rate where it applies, and destination-based rates for businesses selling across New York. We prepare accurate numbers; your CPA or you file the return through NYS Web File.
Will my CPA accept New York books cleaned up by TechBrot?
Yes. TechBrot cleanup produces CPA-ready, lender-ready financial statements — reconciled to source documents with documented adjustments — designed to be handed directly to a tax preparer, lender, or buyer without rework. TechBrot is a bookkeeping and QuickBooks ProAdvisor firm and coordinates with your CPA, who files; we do not file tax returns.
Let’s see what your New York file actually needs.
Book a 30-minute diagnostic call. We’ll review your file, statements, and payroll records, scope the work honestly — reconciliation backlog, categorization, undeposited funds, NYC/NY sales-tax accruals — and send a written fixed-fee scope within 3 business days. No pitch. Independent firm — does not file NY taxes; coordinates with your CPA.