Services
Bookkeeping Cleanup & Catch-Up
Behind on your books? No problem. We'll get your financials organized, accurate, and tax-ready, no matter how far behind you are.
Falling behind on bookkeeping is common — a busy season, a bookkeeper who left, or QuickBooks that was never set up quite right. The longer it goes, the harder it is to file taxes, apply for a loan, or simply know whether you're making money.
Our catch-up and cleanup service brings your books current, whether you're three months behind or several years. We fix what's wrong, fill in what's missing, and hand you accurate, tax-ready financial statements.
Key Benefits
- Eliminate the stress and worry of messy or outdated books.
- Become compliant and ready for tax season.
- Get a clear and accurate picture of your business's historical performance.
- Establish a solid financial foundation for future growth.
- Unlock opportunities for loans or investments with clean financial records.
What's Included
- Reconciliation of all historical bank and credit card transactions
- Correction of uncategorized or miscategorized entries
- Bringing all accounts up to date
- Identification of potential duplicate or missing entries
- Delivery of accurate, retroactive financial statements
- A clear path to ongoing monthly bookkeeping
Catch-up bookkeeping vs. cleanup — what's the difference?
Catch-up bookkeeping (sometimes called retroactive or historical bookkeeping) means recording months or years that were never entered. Cleanup means fixing books that exist but are wrong — miscategorized transactions, accounts that don't reconcile, or duplicates.
Most businesses need a bit of both, so we review your file first and quote the work based on what's actually there.
QuickBooks cleanup
If your books are in QuickBooks Online or Desktop, we clean up the file itself: fixing the chart of accounts, reviewing bank rules, reconciling every account, and removing duplicates so your reports are reliable going forward.
Nonprofits and growing firms
We also handle prior-year cleanup for nonprofits that need accurate records for their board, grants or annual filings, and for growing businesses preparing for financing or a new CPA.
Frequently Asked Questions
- How far behind can my books be?
- There's no limit. We regularly catch up businesses that are a year or more behind, working from bank statements, receipts and any records you have.
- How long does catch-up bookkeeping take?
- It depends on how many months are behind and how many transactions you have. After a quick review we'll give you a timeline along with your quote.
- What does bookkeeping cleanup cost?
- Cleanup is quoted as a one-time project based on the number of months and accounts involved. Book a free consultation and we'll give you a firm price.
- What happens after my books are caught up?
- Many clients move straight onto our monthly bookkeeping so they never fall behind again, but it's entirely your choice.