Catch-up bookkeeping
Review prior months and categorize transactions using your records and clarifications.
Home / Services / Catch-up & cleanup
Catch-up & cleanup
Behind on your books? Start with a clear plan.
Whether the books are months behind or the reports no longer make sense, we review the QuickBooks file and define the cleanup work needed.
What to expect
Restore order without making assumptions.
A cleanup is not just checking off transactions. We look at what needs clarification, what can be supported by available statements, and what should be discussed with your tax professional.
Account reconciliations
Identify missing or unresolved entries and reconcile supported accounts for the agreed period.
Cleanup and corrections
Work through bookkeeping inconsistencies with supporting information and appropriate review.
Organized financial reports
Provide updated bookkeeping reports to support business review and tax-preparer handoff.
How it works
A straightforward process from the start.
We begin with your business needs, then determine the right bookkeeping scope.
01
Describe the issue
Tell us the time period, number of accounts, and what appears to be wrong or incomplete.
02
File review and quote
We assess available QuickBooks data and the requested cleanup period, then explain the proposed scope.
03
Get books organized
We complete the agreed bookkeeping corrections and communicate about transactions needing your input.
Frequently asked questions
A few helpful answers.
Not sure what you need? Tell us about your books and we’ll help identify the next step.
Request a quote →Yes. We can review multiple periods and quote based on the size and condition of the file.
We will identify the records needed for accurate reconciliation and explain any limitations when documentation is missing.
No. We classify transactions based on the business purpose and information you provide. Your CPA or tax preparer determines tax treatment.
Explore our other services.
Let's talk about your books
Ready for a clearer picture?
Tell us what your business needs and we'll follow up.