Cleanup & Migration
Ranges from$100–$900
Catch-up & Cleanup
A tidy, low-volume file with a few missing months stays near the bottom. The quote rises with more months to cover, more accounts to reconcile, and complex errors that need to be corrected before the books can be trusted.
- Months missing and monthly transaction volume set the base workload.
- Duplicates, gaps, uncategorized transactions, and complex fixes add repair time.
- The goal is current and accurate books that show the real financial status.
Data Migration
Simple moves are mostly structure, opening balances, and handoffs. Heavier moves take more care because the old file may need chart clean-up, history decisions, payroll or merchant connections.
- Clean QBO, Xero, or spreadsheet exports cost less than hard-to-export desktop files.
- More history and more integrations mean more testing required.
- Clean-up before the move can increase the price when relevant.