How far behind can our books be before a cleanup project makes sense?

There is no minimum; we take on cleanups ranging from a few months behind to several years of unreconciled records. The scope and cost simply scale with how much work is involved.

Will a cleanup project change our prior tax filings?

A cleanup can sometimes reveal that prior filings understated or overstated income, in which case we will discuss amended return options with you. Most cleanups correct the books going forward without requiring amendments, but we flag any material discrepancy we find.

How is a cleanup project priced?

We price cleanup projects as a fixed fee based on the number of months and accounts involved, determined after an initial review of your file. You will know the full cost before work begins.

What happens after the cleanup is finished?

Most clients transition directly into our month-end close or outsourced controller service so the clean starting point does not deteriorate again. We can also hand the file back to your internal bookkeeper with clear documentation if you prefer to manage it in-house.

Controller Services

Accounting System Cleanup

A one-time project to catch up months of unreconciled accounts and mismatched job costs so you have numbers you can actually bid from.

Built for HVAC, plumbing, electrical, and mechanical contractors running trucks, techs, and service agreements out of QuickBooks Online, ServiceTitan, and Housecall Pro.

Schedule Your Free Strategy Call (559) 203-3450

What sends contractors looking for this

We're months behind on reconciliations and don't know where to start

When reconciliations fall behind for several months, the backlog can feel too big to touch. Bank feeds pile up with unmatched transactions, supply house bills sit unentered, and the difference between what QuickBooks Online shows and what ServiceTitan or Housecall Pro says a job actually cost grows every month.

The longer this goes, the harder it is to remember why a specific charge happened, which makes the eventual cleanup slower and more expensive than if it had been handled month by month.

A prolonged backlog leaves you unable to bid new jobs off real cost data, unable to produce reliable financials for a tax filing or a line of credit renewal, and it raises the risk that a duplicate supply house payment or missing invoice is quietly distorting your reported profit.

Our chart of accounts and job costing have years of inconsistent coding piled on top of each other

Different office managers over the years have each coded transactions their own way, creating duplicate vendor accounts, vague categories like 'Materials Other,' and job costs that don't map consistently back to ServiceTitan or Housecall Pro. What should be a clear picture of which job types make money instead makes sense only to whoever built it.

This directly undermines pricing, since a profit and loss statement built on inconsistent coding can't tell you reliably whether your service agreements, install jobs, or emergency calls are actually the profitable work.

A tangled chart of accounts leads to jobs bid at the wrong margin, wastes hours every tax season reclassifying transactions, and can cause missed deductions on parts and labor that were never coded consistently to begin with.

How we fix each of those

01
We work through the backlog systematically, month by month
We reconcile every bank, credit card, and loan account starting from the last known good month and working forward, correcting miscoded transactions and matching job costs to ServiceTitan or Housecall Pro data as we go until every account ties to its statement.
02
We rebuild your chart of accounts around how jobs actually get priced
We consolidate duplicate accounts, replace vague catch-all categories with specific labor, material, and subcontractor accounts, and reorganize the chart so job type profitability, install versus service versus maintenance, shows up clearly without needing an explanation for every line.

Everything included

Multi-month reconciliation of bank, credit card, and loan accounts
Correction of miscoded and duplicate transactions
Job cost matching between QuickBooks Online and ServiceTitan or Housecall Pro
Chart of accounts consolidation and redesign by job type
Undeposited funds cleanup
Opening balance equity resolution
Fixed asset and vehicle depreciation schedule reconciliation
Clean, corrected trial balance delivered at project completion
Handoff into an ongoing monthly close process

Work that pairs with this

QuickBooks Cleanup

We fix the specific QuickBooks Online problems that are quietly making your job costs and cash position wrong.

View QuickBooks Cleanup

Month-End Close

A fixed close date every month, with job costs reconciled to ServiceTitan or Housecall Pro before the numbers ever reach your desk.

View Month-End Close

Outsourced Controller

Controller-level oversight of your ServiceTitan or Housecall Pro job costs and your QuickBooks Online close, without adding a salaried hire.

View Outsourced Controller

Contractors who have already done this

Real Google reviews from owners we work with, next to the engagements behind the numbers.

Google review
As a home services company, I feel that High Velocity Accounting has elevated our business to the next level. We are able to dig deeper into our numbers, report accurately and make adjustments where needed. They are very responsive, detail oriented and an extension of our team.
Cathleen Helin
Owner, Home Services
Clovis, CA
Case study
How a Construction Company Cleaned Up Two Years of Books and Financed New Equipment
Construction · $2.8M - $4.1M annual revenue
Books brought current
22 months
Equipment loan approved
$680,000
Read the full breakdown
Google review
I have been so genuinely pleased with High Velocity Accounting's services. I feel I have an extension of our team in Brett and his team. They always make time for my questions and look for strategic ways to build our businesses mutually. I rest easy knowing our books are kept in good order and our taxes are prepared professionally. I never hesitate to recommend this firm to any service business owners looking for professional book keeping and tax services.
Texas Medley
Owner, Service Contracting
Clovis, CA
Google review
We have been using High Velocity Accounting for a couple years now and are so thankful for their service! They are meticulous, thorough, dependable and always ready to deal with a curveball. Kind, patient, gracious. Thank you for your service and the relationship we've developed together.
Grant Schoenberger
Client, Trades
Clovis, CA
Google review
Brett Neal has been our family's accountant for over six years now, because he is the most dependable professional in this business. We started with Brett as two separate single-filers with simple W-2's and quickly graduated to a married couple having multiple types of complicated business/tax filings. Brett took every shift in stride; every transition has been carried out smoothly and without any hiccups. Trust that this is the guy for all your filing, bookkeeping, and financial consulting needs.
Alyssa Cotrina
Business Owner, Trades
Clovis, CA

Where we do this work

Our office is in Clovis and we work with home services contractors across the Central Valley and nationwide. Pick your city to see how accounting system cleanup works for shops in that market.

Not on the list? We run every engagement over QuickBooks Online, ServiceTitan, and Housecall Pro, so distance does not change the work. Call (559) 203-3450.

Talk to a CPA who will actually pick up the phone

Start with a 30-minute consultation at no cost. You will leave it knowing what the work involves, what it costs, and what happens next.