Last updated: June 6, 2026
You can get your 2026 financial records back on track with a professional bookkeeping review and cleanup for a flat fee of $495. This special mid-year reset is designed for small business owners and startups who need to catch up on reconciliations, fix categorization errors, and enter the second half of the year with total clarity.
In this post, we will cover exactly what is included in our $495 promotional cleanup, how the process works, and the checklist you need to stay organized for the rest of 2026.
What is included in the $495 mid-year cleanup?
Our mid-year reset is a focused service aimed at bringing your existing 2026 books into balance. It is not just a quick glance; it is a deep dive into your transactions to ensure every dollar is accounted for.
When you sign up for the $495 cleanup, we handle the heavy lifting for the first six months of the year. This includes:
- Bank and Credit Card Reconciliation: We match your QuickBooks Online or Xero transactions against your actual bank statements to ensure your balances are 100% accurate.
- Transaction Categorization: We review all "Uncategorized" or "Ask My Accountant" entries and move them to the correct accounts so your Profit and Loss statement actually makes sense.
- Chart of Accounts Audit: We tidy up your list of accounts, merging duplicates and deactivating unused categories to give you a cleaner view of your finances.
- Balance Sheet Review: We check for negative balances, old outstanding checks, and loan balances that need adjustment.
- Duplicate Cleanup: We identify and remove duplicate entries that often occur when bank feeds and manual entries overlap.
This service is perfect for businesses that have been "DIY-ing" their books or those that have fallen a few months behind. If your books are several years out of date or involve complex inventory and multi-state sales tax, we may suggest a more comprehensive bookkeeping cleanup service tailored to your specific needs.
How long does a bookkeeping cleanup take?
Time is of the essence when you are running a business. Most mid-year resets are completed within 7 to 10 business days once we have all the necessary access and documents.
The timeline depends heavily on how quickly you can provide bank statements and answer questions about specific transactions. We use secure, paperless client portals to make document sharing easy. Once we have access to your QuickBooks Online or Xero account and your statements, our certified pros get to work immediately.
We follow a strict workflow to ensure speed without sacrificing accuracy:
- Onboarding: You provide view-only access to your bank accounts and accounting software.
- The Deep Clean: We reconcile accounts and fix categorization errors.
- Review Call: We go over the cleaned books with you to ensure everything is categorized to your satisfaction.
- Final Hand-off: You receive a clean set of June 30, 2026 financials.
Why should you reset your books in June?
Waiting until December to fix your books is a recipe for a stressful tax season. June is the ideal time for a reset because you still have half the year to adjust your spending or saving strategies based on real data.
When your books are clean by mid-year, you can:
- Make Better Decisions: You will know exactly how much profit you have made so far in 2026, allowing you to decide if it is time to hire, invest in new equipment, or pull back on expenses.
- Prepare for Estimated Taxes: While we do not provide income tax advice, having clean books makes it much easier for your CPA to calculate your quarterly estimated tax payments accurately.
- Spot Fraud or Errors Early: The sooner you see a bank error or an unauthorized charge, the easier it is to dispute and fix.
We always recommend working closely with a CPA for income tax matters. Our job is to provide the clean data they need to keep you compliant. If you don't have a CPA, we are happy to coordinate with one to ensure your mid-year data is exactly what they need for tax planning.
What do you need to provide for the cleanup?
To make the $495 reset successful, we need a few specific items from you. Think of this as the "starter kit" for your clean books.
- Software Access: View-only or accountant-level access to your QuickBooks Online or Xero account.
- Bank Statements: PDF copies of all business bank and credit card statements from January 1, 2026, through June 30, 2026.
- Loan Statements: If you have business loans or lines of credit, we need the latest statements to tie out the balances.
- Payroll Reports: If you use a provider like Gusto or ADP, we will need the summary reports to ensure your payroll expenses and liabilities are recorded correctly in the books.
Having these documents ready to go is the fastest way to get your cleanup finished. If you are struggling with document management, we can also help you set up a streamlined workflow so you never lose a receipt again.
How to maintain clean books after the reset?
A cleanup is a great start, but the goal is to keep them clean. We recommend a simple monthly routine to avoid falling back into "messy book" territory.
- Reconcile Weekly: Spend 15 minutes every Friday matching transactions. It is much easier to remember what a $20 charge was four days ago than four months ago.
- Separate Personal and Business: Never use your business card for personal groceries or vice versa. This is the number one cause of messy books.
- Use Cloud Tools: Use tools like Dext or the QuickBooks mobile app to snap photos of receipts the moment you get them.
- Review Your P&L Monthly: Look at your Profit and Loss statement at the end of every month. If something looks weird, fix it immediately.
If you find that bookkeeping is taking too much time away from growing your business, it might be time to move from a one-time cleanup to ongoing support. Our monthly bookkeeping packages are designed to keep you "tax-ready" all year round.
Ready to reset your books?
Book a short call with our team today to claim the $495 Mid-Year Reset and get your 2026 finances back on track.
About the Author
Books LA is a specialized bookkeeping firm based in Los Angeles, California. We are Certified QuickBooks Online and Xero ProAdvisors who help small businesses and startups across the US stay organized and paperless. Our mission is to simplify your document management and provide clear, accurate financials so you can focus on what you do best.
FAQ: Mid-Year Bookkeeping Cleanup
How much does the mid-year cleanup cost?
The promotional price is a flat fee of $495. This covers a review and cleanup of the first six months of 2026 for most small businesses with standard transaction volumes.
What if my books have not been touched since 2025?
If you need catch-up work for prior years, the cost may increase. We will review your books first and give you a clear, upfront quote before we start any work.
Does this include filing my income taxes?
No. We do not provide income tax advice or filing services. We work with your CPA to provide them with the clean, reconciled data they need to file your taxes. We always recommend confirming tax strategies with your CPA.
What software do you work with?
We are experts in QuickBooks Online and Xero. We generally do not work with desktop versions or manual spreadsheets, as we focus on modern, cloud-based workflows.
How do I get my documents to you?
We use secure, encrypted client portals. You can upload PDFs or connect your bank feeds directly. We are a 100% paperless firm, so no mailing receipts is necessary.
What if I have thousands of transactions every month?
The $495 promotion is designed for typical small businesses and startups. If your transaction volume is exceptionally high (e.g., high-volume e-commerce), we will let you know if a different package is a better fit during our initial call.
Will you fix my sales tax?
We can review your sales tax liability accounts to ensure they match your filings. However, complex multi-state sales tax nexus studies are a separate service.
How do I start?
The first step is to request a bookkeeping review. We will take a look at your current setup and confirm if the $495 reset is right for you.
IRS/Tax Disclaimer: Books LA does not provide income tax advice. We provide bookkeeping and financial reporting services. Please consult with a Certified Public Accountant (CPA) for all income tax matters and tax planning.
