Clean Up and Catch Up
Behind on your books? Accounts not reconciled? Reports don’t match reality?
It happens — and it’s fixable.
We bring disorganized or overdue bookkeeping records up to date using a structured, methodical cleanup process. Our goal is to restore accuracy, clarity, and confidence in your financial data.
Who This Service Is For?
Cleanup or Catch-Up work is appropriate if:
- Your books are months (or years) behind
- Accounts have not been reconciled
- Transactions were entered inconsistently
- Prior bookkeeping was incomplete or incorrect
- You’ve changed systems or workflows
- Your CPA flagged issues
- Your reports don’t look right
There is no judgment here — only careful correction.
How Cleanup Work Begins
All cleanup projects start with a Diagnostic Review which allows us to:
- Measure the scope of the issues
- Identify root causes
- Estimate the time required
- Give you accurate pricing
What We Correct During Cleanup
Each file is different, but cleanup work commonly includes:
- Account reconciliations
- Transaction reclassification
- Duplicate or missing entries
- Chart of accounts restructuring
- Sales tax corrections
- Payroll posting corrections
- Accounts receivable and payable cleanup
- Third-party integration fixes
- Historical balance corrections
Every correction is documented and reviewed for accuracy.
Our Cleanup Approach
We don't patch over problems,
we correct them at the source.
Our process is:
- Structured
- Documented
- Reconciliation Based
- Report verified
When cleanup is complete, your books are stable
and ready for ongoing monthly service or CPA use.
Timeline & Pricing
Cleanup pricing is based on:
- number of months behind
- transaction volume
- complexity of corrections needed
A common estimate is monthly service
rate × number of months requiring correction
— but your Diagnostic Review gives the precise scope.
All pricing is quoted in advance.
The timeline for cleanup will be discussed with you
and varies by client, but is typically a couple of weeks.
After Cleanup Is Complete
Once your books are accurate and current, you can:
- Move into ongoing monthly bookkeeping
- Return to self-managed bookkeeping with better structure
- Provide clean records to your CPA
- Schedule periodic review support
We’ll recommend the best next step based on your situation.