Cleanup & Catch Up Bookkeeping

Behind on your books?

Let's get you caught up.

Organized records. Reconciled accounts. Clearer financial reporting.

See what cleanup can do.

Transactions, organized.

Every transaction sorted into the right category.

A fresh start for your books.

When bookkeeping falls behind, getting caught up can feel overwhelming. We work through your financial records, organize transactions, reconcile accounts, and bring your books up to date, giving you a clearer picture of your business and more confidence moving forward.

Transactions

8 months behind

  • Office supply storeUncategorized-$142.18
  • Client paymentUncategorized+$2,400.00
  • Software subscriptionUncategorized-$59.00
  • Card paymentUncategorized-$880.00
  • FuelUncategorized-$64.37

Reconciliation

Business Checking
Savings
Business Credit Card

Profit & Loss · unclear

Revenue—
Expenses—
Net income—

Illustration only — fictional sample data.

Take a closer look.

  • Transactions are reviewed and assigned to appropriate accounts, helping make your financial records more organized and easier to understand.

    Includes duplicate or incorrectly recorded transactions.

How cleanup works.

  1. 01

    Tell us about your bookkeeping needs.

    Complete the online questionnaire or schedule a consultation if you prefer to speak with us.

  2. 02

    Review and confirm your scope.

    Accept your initial quote, complete the requested onboarding steps, and provide the records needed for review. We confirm the final scope and pricing before work begins.

  3. 03

    We get your books back on track.

    After the required agreement is signed and payment is completed, we begin the agreed cleanup work.

  4. 04

    Receive updated financial records.

    Once the cleanup is completed, we provide the agreed financial records and explain the results.

Every cleanup is different.

Your quote is based on the work your books actually need. It depends on:

  • Months or years needing attention

    How far back the records need to be brought current.

  • Number of transactions

    How many transactions need to be reviewed and categorized.

  • Bank and credit card accounts

    The number of accounts that need to be reconciled.

  • Condition of existing records

    What's already in place and what's missing.

  • Complexity of corrections

    Errors, duplicates, or balances that need to be fixed.

Your initial quote is based on the information you provide. Final scope and pricing are confirmed after we review the requested records.

Good bookkeeping starts with the right approach.

  • We look beyond the surface.

    We review what's behind, identify what needs attention, and work toward correcting the underlying records.

  • Your financial information matters.

    We handle sensitive business records with care and use controlled access during the cleanup process.

  • Clear communication throughout.

    We explain the scope of the work, confirm pricing before starting, and communicate when additional information is needed.

Cleanup and catch-up questions

Ready to get your books back on track?

Let's get your financial records organized so you can move forward with greater clarity and confidence.

Once you're caught up, monthly bookkeeping keeps your books current, and QuickBooks support can help if you'd rather manage them yourself.

Prefer to talk first? Schedule a consultation.