Apply to Begin Your Bookkeeping Cleanup

Pearl Ledgers specializes in bookkeeping cleanup for service-based businesses. Every engagement begins with a diagnostic review to assess your records, define the scope of work, and establish a clear path forward.

What Happens Next

1. Submit the Application

Share key details about your business and the current state of your books.

2. Application Review

Applications are reviewed within 48 hours to determine fit and scope.

3. Diagnostic Review

If your project is a fit, you’ll receive next steps to proceed with the $369 diagnostic review.

The Financial Diagnostic Review is a structured assessment of your current bookkeeping and financial records.

During this session, your existing records are reviewed to identify gaps, inconsistencies, and the scope of cleanup required.

You’ll leave with a clear understanding of your financial position and a defined path forward.

Following the review, you’ll receive a customized cleanup plan and project estimate.

What’s included:
• Review of your current bookkeeping setup
• Identification of errors and inconsistencies
• Defined cleanup scope and timeline
• Personalized cleanup estimate

The diagnostic is a paid service reflecting the level of analysis and preparation involved.

Frequently asked questions

Do you work with businesses that are behind on their bookkeeping?

Yes. Most clients come to us when their books have fallen behind or become difficult to manage. Cleanup is designed to bring records back to accuracy, regardless of starting point.

How long does a cleanup project usually take?

Most cleanup engagements take 3–6 weeks once the diagnostic review is complete and the scope of work is confirmed. More complex projects may take longer depending on the number of accounts and months that need to be reviewed.

What software do you work with?

Pearl Ledgers primarily works in QuickBooks Online, the industry standard for small business accounting. We also support FreshBooks for service-based businesses whose billing and workflow are already built around that platform.

What happens after I submit the application?

After your application is reviewed, you will receive instructions to schedule a diagnostic review. This review allows us to assess the condition of the books and prepare a cleanup proposal with a clear scope and timeline.

If your books need attention, this is where we start.

Complete the application below. Submissions are reviewed prior to scheduling a diagnostic review.

Projects are accepted based on scope and fit.