Catch-up & Clean-up Bookkeeping
A Reliable Way to Restore Accuracy
Our Catch-up & Clean-up Bookkeeping service helps small business owners organize outdated records, fix errors, and ensure their financials are accurate and tax-ready. We address missing records, miscategorized entries, and unreconciled accounts with a clear, structured process that results in organized, reliable financial reports. You’ll receive up-to-date financials, properly organized records, and peace of mind knowing your books are ready for taxes, lenders, or strategic planning.
Explore Your Options
Pricing
Starts at $500 per month of overdue bookkeeping Your project total is determined by the number of months your books need to be brought current.
Example
If you’re 6 months behind:
$500 x 6 months = $3,000 total project cost.
Frequently Asked Questions
FAQs for Catch-up & Clean-up Bookkeeping
We pride ourselves on building genuine relationships with our clients, responding quickly to inquiries, and providing direct assistance that makes even the most complex tasks simple. For local clients, we even offer in-person receipt collection to save you time.
Catch-up bookkeeping is used when months of financial activity have not been recorded. It involves entering all missing transactions, reconciling accounts, and preparing current financial reports.
Clean-up involves correcting and organizing existing data. We review your records, fix any categorization errors, reconcile your accounts, and deliver clean reports that reflect your true financial position.
Pricing is based on the number of months requiring clean-up and the complexity of your books. A Diagnostic Review helps us assess the scope and provide an accurate quote.
Yes, we require QuickBooks Online for all clean-up and catch-up projects. If you don’t have an account, we can assist with setup and migration.
Yes. If view-only access is not available, you may securely upload PDF statements through our encrypted client portal.
Yes. You can pay upfront, use Affirm to pay in installments, or bundle the project fee into your monthly bookkeeping plan if you sign up for ongoing support.
Most Catch-up & Clean-up projects are completed within 8 to 12 weeks after we receive all required documents, depending on the complexity of your books. Some may be completed sooner, while others may take longer if there are significant issues or missing information.
Yes. Once complete, your books will be fully reconciled and organized, ready to be handed off to your CPA or tax preparer.