Data Cleanup
Data Cleanup: Disorganized Records? We'll Sort It Out
Many clients come to us with years of unrecorded transactions. Our data cleanup service organizes messy bank statements, receipts, and payment app records into a clean ledger ready for bookkeeping or tax filing.
Who this is for
- Small business owners filing taxes for the first time after years of no bookkeeping
- Clients with mixed personal / business bank accounts
- Anyone who realizes their records can't reconcile before filing
What we handle
- Bank statement transaction-by-transaction categorization
- PayPal / Venmo / Zelle transaction identification and categorization
- Income and expense summary by tax category
- Multi-year backlog processing
If your business account has more than ~10 transactions per month, cleanup is usually required before filing. The fee is based on actual volume — clients who organize records themselves can skip this fee.
Frequently Asked Questions
What source materials do I need to provide?+
Primarily bank statements (PDF or CSV export), transaction records from platforms you use (PayPal, Venmo, Zelle), and receipts if available. The more complete the input, the more accurate the output.
Can you clean up records from several years ago?+
Yes — we've handled multi-year backlogs. The IRS refund window is 3 years, so clean historical records open up potential refund opportunities you may have left on the table.
Can I go straight to filing after cleanup is done?+
Yes. The categorized summary and P&L we produce from cleanup are the direct input for your tax return — no double work. Cleanup and filing flow seamlessly together.