Clean-Up File Evaluation
Clean-up and catch-up projects require structured evaluation to determine scope, risk, and estimated investment.
This assessment helps us understand:
• The condition of your bookkeeping records
• The volume of transactions requiring correction
• Compliance exposure (GST/HST, payroll, etc.)
• Whether the file aligns with our current capacity
Following review, we will confirm next steps and provide a fixed-fee proposal where appropriate.
Project pricing typically ranges from $2,000 to $7,000 depending on complexity and volume.
Bookkeeping Clean-Up Assessment
Structured File Evaluation for Historical Corrections
- Clean-up engagements are project-based and do not include ongoing monthly bookkeeping unless separately contracted.
- Clean-up projects exceeding 18 months in arrears or involving multiple entities may require extended evaluation and higher investment ranges.