Behind on Your Books? Let's Fix That.
Whether you're a few months behind or a few years, we'll figure out exactly what needs to be corrected and get your books back on solid ground.
Getting Behind Happens. Staying Behind Doesn't Have To.
Most business owners don't fall behind because they're disorganized. They fall behind because they're busy running their business — serving clients, managing employees, completing jobs, and doing everything else that keeps the operation moving.
By the time bookkeeping becomes a priority again, months of transactions are uncategorized, accounts haven't been reconciled, and the financial reports can't be trusted.
Cleanup & Catch-Up bookkeeping is how we fix that. We go through everything that's been missed, correct what's inaccurate, reconcile what's unreconciled, and get your books to a place where you can trust the numbers again.
What Cleanup & Catch-Up Covers
Every cleanup project is different, but the work generally includes:
Categorization of uncategorized transactions
Reconciliation of bank and credit card accounts
Identification and correction of bookkeeping errors
Removal of duplicate transactions
Correction of incorrect account balances
Review and correction of loan balances
Payroll-related bookkeeping corrections
Sales tax bookkeeping review
Chart of accounts cleanup
Prior-period corrections
Organization of financial records
Preparation for ongoing monthly bookkeeping
At the end of the project, your books are accurate, current, and ready for ongoing monthly support — or tax preparation if that's the immediate priority.
How Cleanup Is Priced
Cleanup is custom-priced based on the actual condition of your books — not simply on how many months you're behind.
Two businesses can both be twelve months behind and require completely different amounts of work. One might have a single checking account and relatively clean transactions. Another might have multiple accounts, payroll, sales tax, loans, and errors going back years.
That's why we start with the Diagnostic Review. Once we know exactly what's happening inside your books, we can give you a fixed project price based on the real scope of work — not a guess.
Cleanup is always scoped and priced after the Diagnostic Review.
What Happens After Cleanup Is Complete
Cleanup is a project, not an ongoing service. Once your books are accurate and current, the natural next step is moving into monthly bookkeeping so they stay that way.
Most cleanup clients transition directly into an ongoing monthly bookkeeping package after the project is complete. This means you won't find yourself in the same situation six months from now.
The goal isn't just to fix the past — it's to build a system that keeps things on track going forward.
Cleanup & Catch-Up Is a Good Fit If You:
Are behind on your bookkeeping by months or more
Have books that are current but inaccurate or unreliable
Recently took over a business and inherited messy records
Had a previous bookkeeper who left things incomplete
Need your books cleaned up before tax preparation
Are preparing for financing and need accurate financials
Want a clean starting point before beginning monthly bookkeeping
Ready to Get Your Books Back on Track?
The first step is a consultation call. We'll talk through your situation, answer your questions, and determine whether the Diagnostic Review is the right starting point.