30% Off Clean Up & Set Up Project with Monthly Bronze Services

Purpose

Before ongoing bookkeeping can begin, your financial records must be properly structured, accurate, and up to date. The Initial Clean Up / Set Up Project ensures your books are organized and ready for consistent monthly service.

This project establishes a clean financial foundation so your ongoing Bronze services can be delivered efficiently and accurately.

What’s Included

The Initial Clean Up / Set Up Project may include:

• Bringing your books current for prior periods (catch-up work)

• Correcting miscategorized or incomplete transactions

• Reconciling bank and credit card accounts

• Organizing and standardizing your chart of accounts

• Cleaning up financial reports for accuracy and usability

• Preparing your books for ongoing monthly bookkeeping

This is a one-time project, scoped separately based on the condition and complexity of your existing records.

Special Offer (Bronze Commitment Discount)

Clients who enroll in Monthly Bronze ongoing services with a minimum 2-month commitment will receive:

👉 30% off the total cost of the Initial Clean Up / Set Up Project

This discount is applied to support a smooth transition into ongoing service and to reward clients committed to maintaining their books moving forward.

How It Works

• ABBL evaluates the current state of your books

• A fixed-price quote is provided for the cleanup/setup project

• The 30% discount is applied when Bronze services are selected with a 2-month minimum commitment

• Cleanup is completed before or alongside the start of ongoing monthly service

Client Responsibilities

To complete the cleanup efficiently, the client is responsible for:

• Providing access to accounting systems and financial accounts

• Supplying historical records, statements, and documentation

• Responding to questions and clarification requests in a timely manner

What Is Not Included

This feature does not include:

• Ongoing bookkeeping services (covered under your monthly Bronze plan)

• Unlimited historical reconstruction without available records

• Forensic accounting or audit-level investigation

• Tax preparation or filing services

When Additional Costs May Apply

Additional fees may apply if:

• The condition of the books differs significantly from initial assumptions

• Additional months or accounts are discovered during the process

• Required documentation is missing and requires reconstruction work

All changes in scope are communicated and approved in advance.

Why This Matters

Starting with clean and accurate books is critical. Without proper setup, ongoing bookkeeping becomes inefficient, error-prone, and difficult to maintain.

This project ensures your financial data is reliable from the beginning—so your monthly service runs smoothly and your reports can be trusted.

The Bottom Line

You receive a professionally structured and cleaned set of books—ready for ongoing monthly service—at a 30% discounted rate when you commit to the Bronze program.

This creates a strong financial foundation so your business can move forward with clarity and confidence.