Financial Recovery (Up to 6 Months)

Financial recovery helps businesses restore accurate bookkeeping, payroll, and financial reporting when multiple months of records can no longer be relied upon.

We correct and reconcile up to 6 months of financial data inside QuickBooks so your books reflect actual business activity and can be confidently used for reporting, tax preparation, and decision-making.

This is for businesses where financial inconsistencies are no longer isolated issues — they are affecting the reliability of multiple months of reporting.


Who Needs Financial Recovery?

This is the right fit if:

  • Multiple months contain inconsistent or unreliable financial reporting
  • Payroll or contractor records do not match across periods
  • Transactions are missing, duplicated, or misclassified across several months
  • Financial statements no longer reflect actual business activity
  • Reports require manual correction before they can be used
  • CPA adjustments or tax corrections are becoming recurring

At this stage, the issue is no longer isolated errors.

It is multi-month financial drift.


What Happens If You Don’t Fix It

If left unresolved, this leads to:

  • Increasing CPA corrections
  • Unreliable reporting across multiple months
  • Tax preparation complications
  • Loss of financial visibility for decision-making

This is the stage where financial drift starts compounding month after month.


Our Financial Recovery Process

We rebuild and reconcile up to 6 months of financial data so your records reflect real business activity.

This includes:

  • Full bank and credit card reconciliation across 6 months
  • Transaction cleanup, correction, and categorization
  • Payroll and contractor alignment across multiple months
  • Removal of duplicates and inconsistencies
  • Rebuilding accurate financial records across the period

Your financial system moves from multi-month drift → structured and reliable.


Who is this for

This is for businesses that:

  • Have 3–6+ months of inconsistent or incomplete bookkeeping
  • Cannot fully trust monthly financial reports
  • Have payroll or contractor mismatches across periods
  • Regularly find errors when reviewing past months
  • Have books that are “mostly there” but not reliable

At this stage, the system is still recoverable — but it requires structured correction across multiple months.


Benefits of Financial Recovery

  • Up to 6 months of QuickBooks cleanup
  • Full reconciliation of bank and credit card accounts
  • Corrected transaction history
  • Payroll and contractor cleanup across periods
  • Structured financial reporting restoration

What You Receive After Financial Recovery

After completion, your financial system is:

  • Fully reconciled across 6 months
  • Aligned with actual business activity
  • Reliable for reporting and planning
  • CPA-ready
  • Stabilized for ongoing maintenance

Investment
(Based on Severity)

Light Cleanup — $2,995

For businesses with mostly intact records requiring correction.

  • Records exist and are traceable
  • Issues are limited and spread across months
  • Requires cleanup and categorization
  • Reports are partially usable

Standard Cleanup — $3,996

For businesses with recurring inconsistencies across months.

  • Multiple months contain errors or missing data
  • Payroll and contractor records do not consistently align
  • Reports require structured correction
  • Issues affect multiple accounts

Full System Rebuild — $5,395

For businesses with significant multi-month breakdowns.

  • Financial records are widely inconsistent
  • Books cannot be reliably used for reporting or tax
  • Payroll and expense history is misaligned
  • Requires full reconstruction across 6 months

Why Pricing Varies

Each level reflects how much correction is required across the financial period.

More drift = more reconstruction and verification work required.

You are not paying for time.

You are paying for restoring accuracy across an entire financial window.


Timeline

Typical completion: 5–7 business days depending on complexity

(Some projects may vary based on volume and condition of records.)


Bottom Line

This is a multi-month financial cleanup — not ongoing bookkeeping.

We are brought in when financial records across several months can no longer be reliably used for reporting or decision-making.

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