How your project goes, step by step
The whole project runs remotely, in four steps. Completed financial statements and reports reach you within 7–14 days.
The four steps of a project
Client submits documents
Send a request and tell us which service you need. We reply with a short document list and a secure way to share files.
- Bank and credit card statements for the period
- View access to QuickBooks or Xero, if you use one
- Payroll and sales reports, where relevant
We confirm scope and send the invoice
We look through what you sent and confirm that the project fits the fixed price. You pay by ACH bank transfer or credit card.
- Scope and delivery date confirmed by email
- One invoice for the fixed price
- Work starts when payment is received
We review and categorize
We review and categorize every transaction. Then we reconcile each account to its statements and fix the errors we find.
- Transactions categorized
- Bank, card and loan accounts reconciled
- Questions sent to you in one batch
We send completed financial statements
Finished financial statements and reports are delivered to your email within 7–14 days of receiving all documents.
- Profit & Loss and Balance Sheet (PDF and Excel)
- Reconciliation reports and a change summary
- Your cleaned-up accounting file
What we need and what you get
What we need from you
- Bank and credit card statements for every month in scope
- Login or accountant view access to QuickBooks or Xero
- Loan statements and payroll provider reports, if you have them
- Prior-year financial statements or tax return, for opening balances
- One contact person who can answer questions by email
What you receive
- Profit & Loss statement and Balance Sheet
- Reconciliation report for each bank and card account
- Summary of every correction and adjusting entry
- List of open items that need your decision
- Cleaned-up accounting file, ready for your tax preparer
A delivery date you can plan around
7–14 days
From receipt of all documents to delivery of the finished work.
7 days
Delivery time for Rush Cleanup Bookkeeping projects.
1 business day
How quickly we answer requests and questions by email.