Results

What an engagement looks like

Three examples, same structure every time: how far behind the file was, what was actually wrong with it, how many business days the fix took, and what it cost.

e-commerce retail

Online retailer: five months of marketplace payouts miscoded

Illustrative example

Five months of netted marketplace payouts and unmatched refunds, corrected in six business days before a monthly close. Read the full example

Months behind

Days to fix

Engagement

Cleanup

Cost

$495

fixed fee for 5 months of cleanup

Cleanup: scope and rate

What was wrong

Marketplace payout fees netted against sales instead of recorded separately
Customer returns and refunds left unmatched to the original sale
Inventory received but not yet paid for was missing from accounts payable

Uncategorized transactions, to zero

Uncategorized transactions remaining, by review period
Checkpoint	Uncategorized
Day 1	210
Day 3	95
Day 5	30
Day 6	0, settled

general contracting

General contractor: nine months of miscoded job costs

Illustrative example

A general contractor's nine months of miscoded job costs and unreconciled loans, cleaned up in eight business days. Read the full example

Months behind

Days to fix

Engagement

Cleanup

Cost

$713

fixed fee for 9 months of cleanup, 20% off for a backlog of 6 months or more

Cleanup: scope and rate

What was wrong

Job material purchases coded to one generic expense account instead of by job
Owner draws recorded as business expenses in five of the nine months
Two equipment loan balances never tied to the lender's statements

Uncategorized transactions, to zero

Uncategorized transactions remaining, by review period
Checkpoint	Uncategorized
Day 1	380
Day 4	190
Day 6	60
Day 8	0, settled

restaurants

Restaurant: 24 months never entered into QuickBooks

Illustrative example

A single-location restaurant with two years never entered into QuickBooks, caught up in twelve business days. Read the full example

Months behind

Days to fix

Engagement

Catch-Up

Cost

$1,901

fixed fee for 24 months of catch-up, 20% off for a backlog of 6 months or more

Catch-Up: scope and rate

What was wrong

Two years of bank and card transactions sitting uncategorized in the bank feed
Payroll journal entries never matched to the payroll provider's reports
Sales tax collected was never reconciled against filed returns

Uncategorized transactions, to zero

Uncategorized transactions remaining, by review period
Checkpoint	Uncategorized
Day 1	640
Day 5	410
Day 9	150
Day 12	0, settled

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Published August 10, 2026 · Updated September 28, 2026