Catch-up vs. cleanup
They solve different bookkeeping gaps
Catch-up brings missing periods up to date. Cleanup investigates and corrects existing records, classifications, balances, and reconciliations. Many projects involve both.
Free 9-question assessment
How Much Work Will It Take to Fix Your Books?
Get a preliminary complexity score, see how urgent your deadline is, and learn what to prepare for a professional bookkeeping review.
About 60–90 seconds
Your free result includes
- ComplexityA transparent score from 0–100 and likely cleanup category.
- UrgencyA separate deadline rating so a short deadline does not inflate complexity.
- Preparation listPractical records to gather before a professional review.
No documents, account numbers, passwords, or financial credentials are requested.
What affects scope
History, volume, and record quality
Months behind, transaction volume, account count, reconciliation history, payroll, mixed spending, inventory, sales tax, and multiple entities can all change the work involved.
How it works
Deterministic, not AI-generated
Each fixed answer contributes documented points. Deadline urgency is calculated separately, and no uploaded records or account access are used.
Bookkeeping cleanup calculator FAQs
Is this score a quote?
No. It is a preliminary complexity assessment. Final scope, timing, and pricing require review of the actual accounting records.
Do you review my QuickBooks file?
Not through this calculator. It uses only the fixed answers you select and never connects to your accounting system.
What if I am not sure about an answer?
Choose “Not sure” where available. The scoring model uses a conservative middle value rather than assuming the lowest complexity.
Can a low-complexity result still be urgent?
Yes. A short external deadline can be critical even when the likely cleanup work is limited. Urgency and complexity are intentionally separate.