Cleanup Associate
Get your books audit-ready with a pre-vetted expert embedded in your firm, fixing historical errors, closing gaps, and restoring clean, accurate records.
Starting From
$3500/ month
Hourly Seat
$25 / hour
Qualified
Cleanups
Trusted by 100+ Firms
Cleanups / month
Cleanup Associate
Reconciliation, GL Correction & Catch-Up Support
Get Accurate, End-to-End Cleanup with Your Embedded Cleanup Associate
The Cleanup Associate Seat gives CPA firms a reliable professional for reconciliations, GL corrections, and historical catch-up work without full-time overhead. Ideal for inheriting messy books or clearing a backlog before tax season, your Etisson Cleanup Associate integrates into your systems and workflows as a fully embedded team member.
CPA & Accounting Firms
Inheriting a new client's books with months (or years) of unreconciled transactions
Businesses Behind on Bookkeeping
Needing a fast, structured catch-up before tax season or a loan/audit deadline
Growing Companies
Cleaning up historical data after a system migration or a change in bookkeeper
What Your Cleanup Associate Handles
1
Bank & Credit Card Reconciliation
Every account reconciled month by month, transaction by transaction — no gaps left unresolved.
2
Historical Transaction Entry & Bookkeeping Updates
Missing or backlogged transactions entered and categorized, bringing your books fully current.
3
General Ledger (GL) Cleanup & Corrections
Miscoded entries, duplicates, and misclassifications identified and corrected at the source.
4
Chart of Accounts Review & Restructuring
A clean, logical COA rebuilt so your reporting actually reflects the business.
5
Accounts Receivable (AR) & Accounts Payable (AP) Cleanup
Outstanding invoices and bills reconciled against actual payments received or made.
6
Opening Balance Corrections & Financial Data Validation
Opening balances corrected and validated against source documents, so every report going forward starts from accurate numbers.
Choose How You Work With Us
Accounting Experts Vetted, Trained, and Ready to Go..
$2200
/month
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Getting Started Is Simple
01
01
Discovery & Onboarding Call
We start with a structured call to understand your current accounting setup, software stack, volume of transactions, and specific deliverables needed — so we match you with the right senior accountant from day one.
02
02
Resource Matching & Handoff
Your dedicated Senior Accountant is assigned based on your industry, software (QuickBooks, Xero, or other), and workload. A structured handoff ensures they're up to speed on your chart of accounts, processes, and preferences before work begins.
03
03
Monthly Accounting Execution
Your Senior Accountant handles the full scope data uploads, categorisation, reconciliations, journal entries, and close working inside your existing systems with minimal disruption to your workflow.
04
04
Weekly Review Calls
A 30-minute weekly video call keeps you fully in the loop covering work completed, any open items requiring your input, upcoming deliverables, and anything flagged during the week's work.
05
05
Reporting & Continuous Improvement
Monthly financial reports and process optimisation recommendations delivered on schedule. As your business grows, your Senior Accountant evolves with you refining workflows, improving turnaround times, and adapting to new requirements.
