Catch-Up & Cleanup

Behind on your books?
Let's get you current.

Falling behind on your bookkeeping happens. We help clean up your records, reconcile your accounts, and bring your books up to date with a one-time catch-up project quoted upfront before any work begins.

Why It Matters

Unreconciled transactions and outdated books can make it difficult to understand how your business is really doing. We work through the backlog, organize your financial records, and bring your books current so you have a clean, reliable starting point going forward.

What's Included

Everything handled, start to finish

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Catch-Up Transaction Recording

Bring past transactions up to date and properly categorize the activity that has accumulated while your books were behind.

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Bank & Credit Card Reconciliation

Reconcile your bank and credit card accounts to help ensure your records match your actual financial activity.

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Bookkeeping Error Correction

Identify and correct common bookkeeping issues such as incorrect categorizations, duplicate entries, and unreconciled activity.

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Financial Statement Review

Once your books are caught up, review your financial records and produce clean, accurate financial statements.

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Tax-Ready Books

Get your bookkeeping organized and reconciled so your records are ready to provide to your tax preparer.

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Get Back on Track

Once your cleanup is complete, move into ongoing bookkeeping to help keep your financial records current.

Let's get you caught up.

Book a free 30-minute consultation. We'll review how far behind your books are and quote the cleanup upfront before any work begins.

๐Ÿ“… Book a Free Consultation