- Pay after it’s done
- No client lost since 2024
- Your CPA keeps the return
What is a QuickBooks cleanup?
A QuickBooks cleanup is done when you can check it yourself. Every bank, card and loan account matches its statement. Every month is closed and locked, so the numbers don’t move after you’ve seen them. And the profit number in QuickBooks is one you can trust.
Catch-up bookkeeping is the work that gets you there. It means taking the months that were never entered or never reconciled and bringing them up to date, oldest month first, until the books run through last month.
We do both in the same 10 days. You don’t pay anything until you’ve seen the finished books.
If your books are a hot mess express, start here.
Signs your books need a cleanup
- Your bookkeeper quit, or stopped keeping up
- Your bank accounts haven’t been reconciled in months
- You don’t trust the profit number in QuickBooks
- Your CPA is waiting on numbers you can’t send
- A lender or buyer asked for financials, and you stalled
Any one of these is enough to start. Not sure how bad it is? The free QuickBooks Grader grades your file A to F first.
How we fix your books in 10 days
Six steps, in this order, on every file.
List every account
And the last month each one was right, so nothing gets missed.
Reconcile banks and cards
Oldest month first, so every month starts from a right number.
Fix the categories
Owner pay and personal spending come out of business costs.
Match what you owe
Loans, payroll tax, and sales tax match what was filed and paid.
Fix who owes you
So you can chase the money customers still owe you.
Lock each finished month
So the numbers you send a lender don’t change later.
What it costs
$0 up front. On day 10, you pick the price: anything from $0 to $2,500. If we’re late, you pay nothing.
| A normal cleanup | Pick-your-price cleanup |
|---|---|
| Billed by the hour, or quoted before the work starts | You set the price |
| You pay before you’ve seen the finished books | You pay after the books are fixed |
| Can take weeks or months | Done in 10 days |
| If it runs over, you pay more | If we’re late, pay nothing |
Why pay after? Because on day 10 you can check the work yourself. Every reconciliation report is saved in your QuickBooks file, every month is closed, and we walk you through what we found. You pay for what you can see.
Our monthly prices are on the pricing page, before you talk to anyone.
Everything you get
Here’s what you have on day 10, whatever price you pick.
Clean books
- Every bank, card, and loan account reconciled
- Owner pay and personal spending sorted out
- Every month closed and locked
What you owe, in order
- Payroll and sales tax matched to what was filed
- Unpaid invoices and bills cleaned up
- Books your CPA can file from
A walkthrough
- A 30-minute call on what we found
- What went wrong, and how to keep it from happening again
- Every reconciliation report saved in your QuickBooks file
Three bonuses
- Monthly Close Checklist: the 27 steps to close a month
- 13-Week Cash Flow Forecast: see your lowest cash week early
- DIY Books Audit: ten AI prompts to check our work
What cleanups have turned up
Real results from owners we’ve worked with, names left off.
- $273,000 owed to a client, found in a cleanup and collected
- $455,890 back in a business that now collects in 22 days instead of 74
- 24 months of books cleaned up in about 90 days at an $8M equipment company
- 12% to 38% gross margin, in about six months
Not a guarantee of results.
Who does the work
Stephen Wray, Founder, Walden
Stephen Wray founded Walden. Before that, he was Director of Finance at an industrial equipment company.
Walden does bookkeeping, month-end reports and CFO work for businesses doing $1M to $20M. Every file we’ve taken on has needed some cleanup first. So that’s where we start.
What happens in your 10 days
Day 0
Send the form. We email you how to add us and send statements.
Day 1
You add us and send statements. The 10 days start.
Days 2-9
We fix the books. Every account, every month.
Day 10
We walk you through it. Then you pick the price.
After the cleanup
Most owners want the books to stay this way. Walden Control, our fractional controller service, runs the monthly close, AP and reporting so they do. We stay the second eyes on the books every month, month to month with 30 days notice.