Service Overview
What Is Catch-Up or Clean-Up Bookkeeping?
Catch-up and clean-up bookkeeping is the process of restoring accuracy, order, and completeness to your financial records.
Whether transactions were never entered, accounts were never reconciled, or reports no longer reflect reality, Murrell Bookkeeping works methodically to identify the issues, correct the records, and rebuild a reliable financial foundation.
Catch-Up Bookkeeping
Catch-up bookkeeping solves the problem of missing bookkeeping work from prior months. We bring your books current by accurately categorizing transactions, reconciling accounts, and ensuring financial records are complete.
Clean-Up Bookkeeping
Clean-up bookkeeping solves the problem of inaccurate bookkeeping records. We identify errors, correct misclassifications, resolve discrepancies, and restore confidence in your financial reporting.
Service Details
What’s Included in Our Solution
Our Catch-Up & Clean-Up Bookkeeping Solution is designed to restore confidence in your numbers and provide a clear financial picture of your business.
Prior Period Transaction Review
Every transaction from the affected period is reviewed to identify missing information, incomplete records, and bookkeeping inconsistencies.
Transaction Cleanup & Reclassification
Misclassified, uncategorized, or improperly recorded transactions are corrected and assigned to the appropriate accounts.
Bank, Credit Card, POS & Payroll Reconciliation
All bank accounts, credit cards, payroll records, and payment platforms — including Stripe, Venmo, PayPal, and other POS systems — are reconciled to ensure accuracy and completeness.
Financial Discrepancy Resolution
We identify and resolve discrepancies, imbalances, duplicate transactions, and recording errors that impact reporting accuracy.
CPA-Ready Financial Statements
Receive updated Profit & Loss and Balance Sheet reports that accurately reflect your business’s financial position.
Corrections Documentation
We provide clear documentation of significant corrections made throughout the clean-up process for transparency and future reference.
The Cost of Delay
The Cost of Waiting
Bookkeeping problems rarely improve with time.
The longer inaccurate records remain unresolved, the more difficult and expensive they become to fix.
Tax filing delays and penalties
Missed deductions and tax-saving opportunities
Financing and loan application challenges
Cash flow confusion and poor spending decisions
Inaccurate business performance reporting
Reduced confidence from lenders, investors, and advisors
We’re more than a bookkeeping company. We serve as a bookkeeping solutions partner, helping business owners solve financial recordkeeping challenges that prevent them from making confident decisions.
Our goal isn’t simply to reconcile transactions. Our goal is to provide accurate financial information that helps you understand where your business stands and what needs attention moving forward.
- Accurate books
- Reliable financial reports
- Greater confidence in your numbers
- Better visibility into business performance
- A stronger foundation for growth
Ideal Clients
Who This Service Is For
How It Works
Our Process
A structured, five-step process designed to restore order to your books — efficiently, accurately, and with full transparency at every stage.
We determine scope and timeline upfront so there are no surprises. Every correction is documented and explained.
Diagnostic Review
We evaluate the condition of your books and identify bookkeeping issues that need attention.
Provide Access to the Records
Grant QuickBooks Online access or provide bank statements and financial records for review.
Findings Review and Proposal
We present our findings, recommended scope of work, timeline, and pricing.
Sign and Pay
To get started, simply sign the engagement letter and pay a 50% deposit. The remaining 50% is due upon completion. Flexible payment plans are available through Affirm, Klarna, and Afterpay.
Clean-Up Begins
Our team completes the agreed-upon corrections, categorization, and reconciliations.
Receive CPA-Ready Financial Reports
You’ll receive updated financial reports and documentation outlining the completed work.
Frequently Asked Questions
FAQs for Catch Up & Clean Up
Still have questions? We’re happy to walk you through everything on a free consultation call.
We assist with several months or multiple years of records depending on documentation and complexity.
Pricing depends on months behind, transaction volume, and complexity. A consultation defines scope and cost.
Yes. To complete the FREE Diagnostic Review and provide accurate cleanup pricing, we may need documents and access for all months requiring catch-up or cleanup. This may include:
- Accountant access to QuickBooks Online, if an existing file already exists
- Business bank statements
- Business credit card statements
- Payroll reports, if payroll is involved
- POS or payment processor reports, if applicable
- Information on how many months or years the bookkeeping is behind
- Current monthly revenue estimate
- Number of business bank, credit card, loan, payroll, and POS accounts used
- Most recent Profit & Loss and Balance Sheet reports, if available
- Prior year tax return, if applicable
- Any known bookkeeping concerns or issues you would like reviewed
The diagnostic review is intended to evaluate the overall condition of the books and determine project scope and pricing. Additional documentation may be requested if the cleanup project moves forward.
Yes. Many clients transition into ongoing monthly bookkeeping once records are current.