Recurring bookkeeping and cleanup
Keep the books current, reconciled, and useful throughout the year.
Recurring bookkeeping and cleanup for businesses that need organized transactions, reliable account balances, a consistent close, and financial information ready for tax and management use.
Is this the right fit?
Use bookkeeping when the business needs consistency more than another catch-up project.
The right scope depends on transaction volume, accounts, systems, integrations, history, and how quickly reports are needed.
Tell us what you need help with →A repeatable operating process
Books lose value when they are only corrected once a year.
Late categorization and unreconciled balances can hide cash issues, distort profit, delay tax work, and make routine owner questions harder to answer.
We build a recurring workflow for access, records, questions, reconciliations, adjustments, and reporting so each period closes from a stronger starting point.
How we help
Bookkeeping work matched to the business’s actual records.
Recurring work and cleanup are separately defined when the starting books require substantial correction.
Transaction categorization
Classify agreed bank, card, processor, and other activity using a consistent chart of accounts.
Account reconciliation
Tie agreed financial accounts to statements and investigate differences.
Month-end close
Review uncategorized, duplicate, unusual, or unsupported activity before closing the period.
Cleanup & catch-up
Correct historical periods and establish a reliable opening position for recurring work.
QuickBooks Online workflow
Support accountant access, bank feeds, connected tools, document flow, and practical setup.
Standard reports
Deliver agreed profit and loss, balance sheet, and supporting information after close.
Clear scope
Set clear responsibilities for records, access, questions, and close timing.
Bookkeeping works when the client and accounting team both know what must happen each month.
Mehdiani may handle
- Agreed transaction categorization
- Agreed account reconciliations
- Routine bookkeeping adjustments within scope
- Open-item questions and follow-up
- Standard report delivery after close
The client typically provides
- Timely system and statement access
- Supporting records for unusual transactions
- Answers to classification and business-purpose questions
- Notice of new accounts, loans, owners, or major events
- Approval or action on items outside our authority
Important: We do not run payroll. Provider-generated payroll reports can be recorded and reconciled when included in the bookkeeping scope. Bill payment, receivables, sales-tax filing, inventory, and other operational work are included only when expressly agreed.
A straightforward process
Establish the starting point, then repeat the close.
The first period may require additional setup or cleanup before the recurring cadence stabilizes.
The monthly close cycle
- 01Collect
Bring records in.
Transactions, statements, integrations, and client-provided context enter the workflow.
- 02Classify
Categorize activity.
Activity is coded consistently and unusual items are identified for clarification.
- 03Reconcile
Verify balances.
Accounts are matched to supporting statements and discrepancies are resolved.
- 04Review
Close the period.
Questions, adjustments, and review procedures are completed for the agreed scope.
- 05Report
Deliver useful reports.
Completed reports create the starting point for tax, reporting, and business decisions.
Connected expertise
The related pieces stay in view.
Bookkeeping is the recurring recordkeeping layer within the broader accounting, reporting, tax, and advisory system.
Team-led client service
Clear guidance from the right professional at each step.
Requests are reviewed and routed by need. Managers and advisors lead the technical work within their specialties, while operations and client-success professionals coordinate communication, workflow, and follow-through.
Meet the Mehdiani TeamCommon questions
Clear answers before the first conversation.
A good bookkeeping engagement makes cadence and responsibilities explicit.
Do you use QuickBooks Online?
Yes, QuickBooks Online is commonly used for cloud bookkeeping and accountant access. We first review the current file, subscriptions, bank feeds, connected systems, and setup before defining the workflow.
Can you clean up old bookkeeping?
Yes. Cleanup begins with an assessment of periods, accounts, reconciliations, available statements, prior filings, and the desired deadline. It is usually scoped separately from recurring monthly work.
How often do you reconcile accounts?
The cadence is set in the engagement, commonly monthly for recurring bookkeeping. The specific accounts and delivery timing depend on the agreed scope and timely access to records.
Will I still need to answer transaction questions?
Usually, yes. We learn the business over time, but owners or staff still need to explain unusual, personal, undocumented, or unclear activity and notify us about major events.
Do you run payroll or pay bills?
We do not run payroll. Bill payment and other operational accounting functions are not assumed; they are included only if a separate written scope expressly provides for them.
Understand the investment
Start with published pricing.
Review the current fee schedule and use the estimator for a rough starting point. Final scope and fees depend on the facts, timing, records, and work required.
Consultation request
How can we help?
Give us the essentials. We will request sensitive records later through the secure upload process.