Cleanup & Catch-Up
Behind on your bookkeeping? Let's fix it.
If your books are months or years behind, you are far from alone and you're exactly who this service is for. There's no need to apologize for the state of your QuickBooks file before reaching out.
You don't need to clean up your books before hiring a bookkeeper. Cleaning them up is the service.
What cleanup solves
The problems that make books feel unfixable.
Months or years behind
Bookkeeping stopped at some point and it never got restarted. The gap keeps growing.
Hundreds of uncategorized transactions
Everything is sitting in the bank feed, in Ask My Accountant, or in Uncategorized Expense.
Accounts that haven't been reconciled
Bank and credit card accounts have never been reconciled, or reconciliations were forced.
Incorrect balances
Balance sheet accounts show numbers that don't match statements or reality.
Duplicate transactions and old accounts
Imports were run twice, or a Chart of Accounts has grown into a list nobody can use.
Reports that don't make sense
The P&L shows numbers you can't explain, so you stopped using the reports altogether.
The process
A simple path from messy to current.
Review
We review the current state of your QuickBooks Online file to identify what needs attention. If you don't have QuickBooks Online yet, that's okay. We can review your available financial records, such as bank and credit card statements, to understand where things stand and determine the best path forward.
Scope and plan
You get a clear picture of the work required, the timeline, and the cost before anything starts.
Cleanup
Transactions are categorized, duplicates removed, accounts reconciled, and balances corrected.
Current and clear
You receive corrected reports and a recommendation for keeping books current going forward.
Benefits
Why getting caught up matters.
When your books are cleaned up and brought current, you have a reliable starting point for moving forward. Transactions are properly categorized, accounts are reconciled, and your financial reports give you a clearer picture of where your business stands. Clean, current books also make it easier to prepare for tax time, apply for financing, and transition into consistent monthly bookkeeping.
FAQs
Cleanup and catch-up questions
Get my books back on track.
Tell me roughly how far behind you are and what software you use. We'll start by figuring out what it will actually take to get current.
No pressure. We'll start by figuring out where your books stand.