Cleanup & Catch-Up Accounting
Behind on your books or not confident your numbers are accurate? We help established businesses clean up the past, get caught up, and get their financial records back on track.
If your bookkeeping has fallen behind, we’ll get your accounts caught up and reconciled so you have current, reliable financial information again.
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Months of transactions to catch up
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Bank and credit card reconciliations
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Missing or incomplete transactions
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Accounts that haven’t been reconciled
Sometimes the books are technically “up to date” — but that doesn’t mean they’re right. We dig in, identify the problems, and straighten things out.
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Misclassified transactions
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Duplicate or incorrect accounts
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Unreconciled balances
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Errors affecting your financial reports
You don’t have to diagnose the problem yourself. We can review your QuickBooks file, identify what needs attention, and determine the best path forward.
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Review account setup and balances
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Identify inconsistencies and errors
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Find areas that need cleanup
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Prioritize what needs to be fixed
Cleanup isn’t just about fixing the past. We want your accounting set up to give you better information as your business grows.
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Clean, organized financial records
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More reliable financial reporting
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Better visibility into your numbers
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A smoother transition to ongoing support
Get Your Books Back on Track
You don’t need to know exactly what went wrong — that’s what we’re here to figure out. We’ll review where things stand, identify what needs to be corrected, and create a plan to get your books accurate and up to date.
And getting caught up doesn’t have to be the end of the relationship. Many of our cleanup and catch-up clients choose to continue with us for ongoing accounting, financial reporting, and advisory support.