How Much Does It Cost to Clean Up Your Books (for Coaches & Service Providers)?
Whether you're a business coach, strategist, marketing consultant, attorney, or other service provider, your expertise lies in helping others—not balancing books. Yet when your QuickBooks file is messy, incomplete, or outdated, it becomes a liability that can hold your business back.
A bookkeeping cleanup gives you financial clarity, protects your business during tax season, and helps you scale with confidence.
💵 What’s the Cost of a Bookkeeping Cleanup?
At DBR Bookkeeping, we work with consultants and coaches across the U.S. Prices vary based on how behind your books are and how complex your operations are.
🧾 Typical Range: $1,000 to $8,000+
Factors that affect pricing:
Number of months or years needing cleanup
Number of accounts (bank, credit cards, PayPal, Stripe, etc.)
High volume of online transactions
Invoicing or retainer tracking issues
Whether you’ve mixed personal and business expenses
Every cleanup includes a deep review of your income, expenses, A/R, and overall structure to ensure everything is accurate.
📘 What’s Included?
Categorizing all income (coaching calls, programs, retainers)
Identifying missed or duplicated expenses
Reconciling accounts month by month
Reviewing loan or credit card balances
Cleaning up old unpaid invoices
Preparing for CPA, taxes, or scaling
💡 Why It’s Worth It
Reduce your tax bill by capturing all deductions
Avoid IRS audit risks
Gain insights into your most profitable offers
Feel confident in your numbers for decision-making
Free up hours of your time to focus on clients
Many of our clients have saved $10K–$40K in taxes thanks to an accurate, up-to-date QuickBooks file.
✅ FAQ
Q: Can I do this cleanup myself?
A: You could—but it’s time-consuming and easy to make costly mistakes. We specialize in this and can save you time and stress.
Q: Why is it expensive?
A: Cleanup often requires reviewing hundreds of transactions across multiple platforms, reconciling errors, and rebuilding reports—it’s time-intensive, but worth it.
Q: What software do I need?
A: We recommend QuickBooks Online. We can help you set it up or optimize your existing account.
Q: What happens after cleanup?
A: We offer monthly services and mentorship to keep your finances clear as you grow.
📅 Ready to clean up your QuickBooks and reclaim your peace of mind?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor:
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr
Let’s start Doing Business Right.
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