Reviewing the current bookkeeping file and identifying problem areas.
Cleanup Bookkeeping
Behind on your books? We can help rebuild the records.
Cleanup bookkeeping gives contractors a practical path from financial uncertainty to organized records, clearer reports, and a stronger monthly process.
No judgment. Just structure.
Cleanup work is not about blame. It is about rebuilding confidence.
Many contractors fall behind because they are busy building, managing crews, chasing payments, and keeping projects moving. Steel Beam helps organize what happened, identify what is missing, and rebuild the books in a way that supports better decisions going forward.
Cleanup work is typically quoted by the month because every business has different transaction volume, records, software history, and complexity.
What it includes
A practical cleanup scope for contractor books.
The goal is to turn scattered records into a cleaner, more usable bookkeeping file.
Organizing bank, credit card, loan, payroll, vendor, and customer records.
Categorizing income and expenses using a contractor-aware chart of accounts.
Reconciling bank and credit card accounts for the cleanup period.
Flagging missing documents, unclear transactions, duplicates, and possible errors.
Preparing cleaner financial reports for your records, CPA, lender, or next stage of service.
When cleanup fits
This service is built for contractors who need a reset.
You are several months behind.
Your books were started but never fully maintained.
Bank accounts are connected but transactions were not reviewed.
Your CPA asked for cleaner records before tax work can begin.
You are not sure whether your reports are accurate.
You want to move into monthly bookkeeping with a clean starting point.
Cleanup process
A clear path from messy records to usable reports.
Cleanup work works best when expectations are clear from the beginning.
Books Review
We look at the current file, accounts, statements, transaction volume, and available records.
Cleanup Plan
You receive a clear scope, timeline, and quote based on how many months need to be rebuilt.
Document Collection
We gather statements, receipts, invoices, payroll records, loan documents, and open questions.
Rebuild & Reconcile
Transactions are categorized, accounts are reconciled, and issues are documented as we work.
Review & Next Steps
You receive cleaned reports, notes, and a recommendation for staying current going forward.
Important expectations
Cleanup is a bookkeeping service, not tax or legal advice.
Steel Beam can help organize records, reconcile accounts, identify questions, and prepare cleaner reports. Tax filing positions, amended returns, entity matters, and legal questions should be reviewed with your CPA or attorney.
The best next step is a consultation and books review so we can understand the current state of your records before quoting the cleanup.
Start the conversation
Let's get your books back on track.
If your records are behind, Steel Beam can help you understand the scope, rebuild the foundation, and move toward a cleaner monthly process.