New York · Bookkeeping Cleanup
Reconstruct accurate, reconciled books from any starting point — categorization mistakes, missing reconciliations, broken bank feeds, multi-year backlogs. NYC and New York sales tax verified against your filed returns. Most cleanups deliver in 2–8 weeks, fixed-fee, all 62 counties.
Certifications
Current certifications held by TechBrot’s founder, who reviews every engagement: QuickBooks Online Level 2 and QuickBooks Payroll — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
A New York bookkeeping cleanup is a project-based engagement that reconstructs accurate financial records from a messy or unreconciled state — real bank and credit-card reconciliation against actual statements, categorization corrections, clearing undeposited funds, fixing duplicate or missing transactions, correcting prior-period errors, verifying payroll and New York sales tax entries, and producing CPA-ready financial statements. Most cleanups take 2–8 weeks, priced fixed-fee against a written scope ($1,500–$15,000+ by complexity).
The work is methodical before it is fast. A messy set of books usually announces itself the same way: a reconciliation that hasn’t balanced in months, an undeposited-funds account carrying receipts that never cleared, A/R and A/P that no longer match what customers and vendors actually owe, a sales-tax liability that drifts from the filed New York returns, and an opening-balance-equity line that quietly absorbed every entry nobody knew where to post. We trace each symptom to its source — an unmatched deposit, a transaction coded to the wrong period, a duplicate bank feed — and rebuild from documents, not from a forced balancing entry.
Cleanup is distinct from QuickBooks file cleanup (which fixes the file itself — broken feeds, corruption) and from ongoing monthly bookkeeping (which keeps clean books clean). Many New York engagements combine cleanup with catch-up — correct the existing periods, then enter the missing months — before transitioning to a monthly handoff. We run the books and coordinate with your CPA, who files. All 62 New York counties, NYC to upstate.
TechBrot reconstructs the books and coordinates with your CPA, who files; it does not file New York State or NYC tax returns.
Bank feeds drift over time. Without real reconciliation against actual statements, the books quietly diverge from reality. Cleanup brings them back into agreement, line by line, period by period.
A common path. Your CPA needs reliable numbers to file accurately. Cleanup produces statements the tax preparer can work from without rework — books filed-from, not fixed-during.
SBA loans, lines of credit, business sales, and capital raises all require reconciled books. Cleanups are routinely scoped to a specific lender or buyer deadline.
Miscategorized transactions, duplicate entries, broken bank rules, undeposited funds open for months, A/R and A/P that no longer tie. Cleanup unwinds the mistakes and rebuilds correctly.
When the sales-tax liability in the books doesn’t match what was filed, a notice often follows. Cleanup reconciles the accruals to your filed NYS returns so the numbers line up.
Many New York owners start with their own books, run for a year or two, then realize the structure isn’t holding. Cleanup gives you a clean foundation and a real chart of accounts to grow into.
Bookkeeping cleanup reconstructs accurate financial records from a messy or unreconciled state — reconciliation against real bank and credit-card statements, categorization fixes, clearing undeposited funds, resolving duplicates and gaps, A/R and A/P cleanup, correcting prior periods, verifying payroll and NY sales tax, and producing CPA-ready statements. It is broader than QuickBooks file cleanup.
Most cleanups take 2–8 weeks. A single-year cleanup with 2–3 accounts runs 2–3 weeks; a multi-year cleanup with payroll, inventory, or multiple entities can take 6–10. The timeline is fixed in writing before work starts.
Priced by scope, not by hour, within $1,500–$15,000+: single-year toward the lower end, standard 12–24 months in the middle, multi-year toward the upper end. Fixed-fee against a written scope, always.
Cleanup fixes the books; QuickBooks cleanup fixes the file. Broken feeds and file errors are QuickBooks cleanup; bad reconciliations and miscategorized history are bookkeeping cleanup. Many engagements need both.
Yes — cleanup produces CPA-ready, lender-ready statements reconciled to source documents with documented adjustments, designed to hand straight to your CPA or lender.
Every TechBrot cleanup covers these eight workstreams. Specific scope is tuned to your file during the diagnostic.
Every account reconciled against actual bank and credit-card statements, line by line, period by period. No “reconciliation” against live bank feeds alone — the statement is the source of truth.
Every transaction reviewed and categorized to the correct account. Uncategorized expenses cleared. Bank rules rebuilt to prevent the miscoding from regenerating.
Old undeposited funds investigated against bank deposits and open receipts matched, cleared, or documented. Clearing-account balances reconciled to zero or to a justified open total.
Duplicates identified across bank feeds, manual entries, and connected apps, then removed. Missing transactions reconstructed from source documents — statements, receipts, payroll records.
Identified errors in closed periods corrected with documented journal entries — including A/R and A/P cleanup and clearing what landed in opening-balance equity. Adjustments mapped clearly for your tax preparer.
Payroll liabilities reconciled to filed returns. New York and NYC sales-tax accruals verified against your filed NYS returns — including NYC’s 8.875% combined rate where it applies. Discrepancies escalated and resolved.
Chart of accounts evaluated against your New York business model. Structure simplified, redundant accounts merged, missing accounts added. CoA setup →
Reconstructed P&L, balance sheet, and cash-flow statements. Written summary of every adjustment made, signed off by the ProAdvisor — 1099-ready vendor records included where relevant.
Every TechBrot cleanup follows the same four-phase sequence — same shape for a single-year cleanup or a multi-year recovery.
A 30-minute call to review your file, statements, and payroll records. Within 3 business days you receive a written fixed-fee scope — deliverables, timeline, pricing, the standard we’re holding to. No pitch.
Typical: 3 business days
Real reconciliation against actual statements. Categorization, undeposited funds, duplicates, A/R and A/P cleanup, prior-period corrections, payroll and New York sales-tax verification. The work happens here.
Typical: 2–6 weeks
Reconstructed financial statements produced. Quality review against the operating standard before delivery. Every adjustment documented for your records and for your CPA.
Typical: 3–5 business days
Clean books delivered with a written summary of corrections. Continue with the same bookkeeper on monthly bookkeeping, or hand off to your existing CPA.
Optional: monthly engagement
The outcome of a cleanup isn’t cosmetic. Reconciled, accurate books unlock decisions you couldn’t make on bad data.
Every TechBrot cleanup is priced against a written scope before work begins. Most New York engagements fall into one of three tiers. Final pricing depends on transaction volume, account count, payroll, and complexity.
Fixed fee, scoped in writing
For: For smaller New York businesses — 1 year, 2–3 bank accounts, no payroll or simple payroll.
Most common
Fixed fee, scoped in writing
For: For active New York businesses — 12–24 months, payroll, multiple bank and credit accounts, NY sales tax.
Fixed fee, scoped in writing
For: For New York businesses 2+ years behind — multi-entity, inventory, multi-state sales tax, complex payroll.
Ranges are typical engagements; final pricing is determined by the diagnostic. If your cleanup also requires QuickBooks file repair — broken feeds, corruption, version conflicts — see QuickBooks file cleanup; the engagements pair seamlessly.
Bank feeds can import a transaction; they can’t tell you which prior-period entry is wrong, why a clearing account never zeroes, or that a sales-tax accrual won’t survive a New York review. Reconstructing clean books is judgment work, not data entry. Once your New York books are solid, ongoing monthly bookkeeping keeps them that way and fractional-CFO advisory turns them into decisions.
This page is maintained by TechBrot Inc., a Delaware-incorporated TechBrot serving New York businesses. Cleanup pricing reflects TechBrot’s New York engagement ranges; the NYC sales-tax reference (8.875% combined) reflects New York State Department of Taxation and Finance and NYC Department of Finance rules current as of the date below and is updated when the rules change. TechBrot performs bookkeeping and QuickBooks work and coordinates with your CPA on NYC/NY sales tax, who files.
Certifications
Led by a Certified QuickBooks ProAdvisor — QuickBooks Online Level 2 and QuickBooks Payroll
Standards
Fixed-fee, written scope · no tax-filing or representation claims (out of scope) · NY facts reviewed periodically · no fabricated data
Every TechBrot cleanup is led by TechBrot’s founder on the TechBrot team — the expert who does the work stays on your books from diagnostic to handoff. You’ll know exactly who is working on your books, how to reach them, and what credentials they hold. Quality review backs every engagement. TechBrot’s founder reviews the work against TechBrot’s published standards. Trust & methodology →
“They took something that felt overwhelming to me as a first-year business owner and made it simple.”Verified client review · Food & Beverage · Verified Clutch engagement
The standard, every file
Broken bank feeds, file corruption, list and version problems. Fixes the QuickBooks file itself — often paired with bookkeeping cleanup.
Once the books are clean, ongoing monthly bookkeeping keeps them that way. Real monthly close, real reconciliations, named bookkeeper.
NYC’s 8.875% rate, destination-based filing, and reconciling accruals to your NYS returns — verified as part of cleanup.
When a books problem has become a tax problem, cleanup establishes the true numbers so your CPA or attorney can resolve it.
How to tell whether the file needs a one-time cleanup, ongoing bookkeeping, or the cleanup first — and the cost logic of each order.
A scope-based estimate for a focused, standard, or complex cleanup from your months behind, number of accounts, and transaction volume.
The state page: services, industries, cities and the New York tax terms in one place.
The national engagement this page is the New York version of — same scope, same written fixed fee.
Also in New York:Bookkeeping services · Monthly bookkeeping.
New York cities:Buffalo · Brooklyn · Queens — served remotely, in your own QuickBooks file.
Not sure where your file stands? Start with the free QuickBooks file review.
Talk to a ProAdvisor
No sales script. You speak with someone who has looked at files like yours — and you get a written fixed-fee scope within three business days.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.
Led by a Certified QuickBooks ProAdvisor · Written fixed-fee scope in 3 business days · Your own file
Book a 30-minute diagnostic call. We’ll review your file, statements, and payroll records, scope the work honestly — reconciliation backlog, categorization, undeposited funds, NYC/NY sales-tax accruals — and send a written fixed-fee scope within 3 business days. No pitch.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.