Bookkeeping Cleanup Specialists

Behind on your books?
That ends here.

We clean up the backlog, organize your financials, and keep your books accurate every month.

Book a Free Discovery Call See services
15+ Years Financial Services
QuickBooks Online
Durham, NC & Remote

Sound familiar?

Your books are a problem
you keep putting off.

Service business owners are great at what they do. Bookkeeping usually isn't it. The longer the backlog grows, the more it costs — in stress, in tax exposure, and in decisions made without real numbers.

  • Your books are months — or years — behind
  • Tax season turns into a scramble every year
  • You don't know if you're actually profitable
  • Your CPA keeps asking for records you can't find
  • You're making financial decisions without real data
82%
of small businesses fail due to cash flow problems — most rooted in poor financial visibility
$4,800
average cost to a small business for a single year of messy books at tax time
30 days
average time to complete a full cleanup and have your books current and accurate

The process

From messy to clean
in three steps

01

We scope the work

A free 30-minute discovery call. We assess how far behind your books are, identify what needs to be fixed, and give you a clear quote — no surprises, no obligation.

Free discovery call
02

We clean the books

Month by month reconciliation. We fix categorizations, clear unreconciled transactions, correct the chart of accounts, and deliver a full cleanup report with corrected financials.

Scoped cleanup project
03

Clean books every month

After cleanup, your books stay clean. Monthly reconciliation, accurate financial statements, and a plain-English summary of what your numbers are telling you — on time, every month.

Monthly retainer

Services & pricing

Two services.
One financial partner.

Monthly bookkeeping priced by business size. Cleanup projects scoped individually — because every backlog is different.

Monthly Bookkeeping
Recurring retainer — priced by business size
Micro Business
Solo & Small
1–5 employees  ·  up to 150 transactions/mo
$400/mo
Ideal for owner-operators and lean service businesses needing clean, reliable monthly books.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
  • ✦Up to 2 bank/credit accounts
Most Popular
Small Business
5–15 employees  ·  up to 300 transactions/mo
$500–$600/mo
For growing service businesses with employees, multiple accounts, and more complex financial activity.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
  • ✦Up to 4 bank/credit accounts
  • ✦Basic reporting package
Growing Business
Established
15–30 employees  ·  up to 500 transactions/mo
$650–$800/mo
For established service businesses with higher transaction volume, multiple entities, or detailed reporting needs.
  • ✦Monthly bank reconciliation
  • ✦Profit & Loss statement
  • ✦Balance sheet
  • ✦Monthly financial summary
  • ✦Up to 6 bank/credit accounts
  • ✦KPI reporting dashboard
Cleanup Bookkeeping
Scoped individually — every backlog is different
Every cleanup is scoped individually.

Cleanup pricing depends on the size of the backlog, transaction volume, account complexity, and the overall condition of the books. We assess the cleanup during the discovery call and provide a clear flat-fee quote before any work begins.

  • Months of backlog
  • Monthly transaction volume
  • Number of accounts and entities
  • Reconciliation condition of existing records
  • Complexity of chart of accounts
What you get
"A flat-fee quote, a clear timeline, and books that are current and accurate when we're done."
  • ✦Month-by-month reconciliation
  • ✦Corrected Profit & Loss
  • ✦Corrected balance sheet
  • ✦Cleanup issues report
  • ✦Transition to monthly retainer
Get a Cleanup Quote

Not sure where you fall? Book a discovery call — we'll scope it and quote you before any work begins.

Built for service businesses

🔧
HVAC
🧹
Cleaning
🌿
Landscaping
🚛
Trucking
✂️
Salons
Melvin Bonner — Founder, Summit Business Services
Melvin Bonner CFP®  ·  Founder

About

A financial professional
who does the books.

15+ Yrs Financial Services QuickBooks Online
"I spent over a decade analyzing business finances before I ever touched a client's books. I know what clean financials look like — and exactly what messy ones cost."

Summit Business Services exists because most bookkeepers can reconcile transactions. Not many can tell you what your numbers mean, where your margins are leaking, or what your financials look like to a lender or investor. That difference comes from financial training — not just bookkeeping training.

With over 15 years in financial services and a CFP® designation, I bring a depth of financial analysis to your books that most bookkeepers simply cannot offer. The CFP® is not the service — it is the standard of thinking behind it. You get accurate records, and someone who actually understands what they mean.

Book a Free Discovery Call

The longer you wait,
the bigger the backlog.

Book a free 30-minute discovery call. We'll scope your cleanup, give you a flat-fee quote, and you decide if it's right for you. No pressure. No obligation.

Book a Free Discovery Call

Free 30-minute call  ·  Flat-fee quote included  ·  No commitment required