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Insight Beyond The Books

Get Your Books Back on Track

Expert bookkeeping cleanup and catch-up services to fix errors, reconcile accounts, and restore accuracy to your financial records.

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4.9/5 Rating
2,500+ reviews
99.9% Accurate
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Overview

Behind on your books? Need to fix past errors? SmartBooks Insight's bookkeeping cleanup and catch-up service gets your financial records accurate and up-to-date. Whether you're months behind, dealing with uncategorized transactions, or need to correct past mistakes, our expert bookkeepers reconstruct your financial history with precision. Get clean, accurate books ready for taxes, audits, or investor review.
Is This Right For You?

Who This Service Is For

Our bookkeeping cleanup service helps businesses in various situations—from catching up on backlogged books to preparing for major business milestones

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1

Backlogged Businesses

Your Situation: Life got busy, priorities shifted, and suddenly you're 3, 6, or 12 months behind on bookkeeping. The pile keeps growing and you don't know where to start.
Why This Works: We specialize in catch-up work. Our systematic process handles months of backlog in days, not weeks. You don't need to feel overwhelmed—we've done this hundreds of times.
Common Triggers: Rapid growth, staff turnover, system changes, personal emergencies, or just procrastination. No judgment—just solutions.
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2

Error Discovery

Your Situation: You looked at your financial reports and something doesn't add up. Accounts don't reconcile, numbers seem off, or your CPA flagged issues during tax prep.
Why This Works: Our forensic approach identifies the root cause of errors, traces them through your system, and corrects everything systematically. We don't just fix symptoms—we eliminate the problem.
Common Issues: Duplicate entries, missed transactions, incorrect categorization, reconciliation errors, or prior bookkeeper mistakes.
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3

Pre-Audit Preparation

Your Situation: You're facing an IRS audit, investor due diligence, loan application review, or preparing for business sale. Your books need to be pristine—fast.
Why This Works: We prioritize audit-critical items, ensure complete documentation, organize supporting records, and create clean paper trails that satisfy scrutiny.
Timeline Sensitive: We offer rush service for urgent situations. Many audits successfully navigated with our cleanup support.
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4

DIY to Professional Transition

Your Situation: You've been doing your own books in QuickBooks or spreadsheets, but it's become too complex, time-consuming, or you're not confident in the accuracy.
Why This Works: We review your DIY work, correct issues without judgment, properly structure your accounts, and transition you to professional-grade bookkeeping.
What We Fix: Mixing personal/business, improper categorization, missing reconciliations, chart of accounts issues, and accounting method problems.
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5

Funding & Investment Preparation

Your Situation: You're seeking investors, applying for an SBA loan, preparing for acquisition, or going through due diligence. Clean financials are mandatory.
Why This Works: Investor-grade cleanup ensures your books pass scrutiny, support your valuation, speed due diligence, and present your business professionally.
What Investors Expect: GAAP-compliant records, reconciled accounts, clear audit trails, organized documentation, and accurate historical financials.
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6

System Failure Recovery

Your Situation: You switched accounting software and data didn't migrate properly, your bookkeeper left abruptly, or you discovered systematic errors in your records.
Why This Works: We reconstruct your financial history from source documents, validate data integrity, reconcile discrepancies, and establish accurate starting balances.
What We Recover: Bank transactions, invoice history, bill payments, reconciliation data, and historical reports—rebuilt from scratch if necessary.
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7

Unreconciled Accounts

Your Situation: Your bank accounts haven't been reconciled in months (or years). You're not sure what's been recorded, what's missing, or if anything matches reality.
Why This Works: Bank reconciliation is our specialty. We work through every statement, identify every discrepancy, and achieve 100% reconciliation no matter how long it's been.
Common Problems: Missing transactions, duplicate entries, timing differences, bank errors, outstanding checks from years ago, and mysterious discrepancies.
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8

High-Growth Scaling

Your Situation: Your business exploded with growth. Transaction volume increased 300%, you added new revenue streams, expanded to new locations, but bookkeeping didn't keep pace.
Why This Works: We handle high-volume cleanup efficiently using technology for pattern recognition while humans verify exceptions. Get caught up fast so you can focus on growth.
Growth Challenges: Multiple payment processors, high transaction volumes, new business entities, complex revenue models, and outgrowing simple systems.

Not Sure If This Is Right For You?

Schedule a free 15-minute consultation to discuss your specific situation

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What's Included

Complete Transaction Review

Comprehensive review of all historical transactions with proper categorization. Every transaction is analyzed and coded correctly to reflect actual business activity.

Bank Account Reconciliation

Full reconciliation of all bank and credit card accounts for the cleanup period. Identify and resolve discrepancies, missing transactions, and duplicates.

Error Detection & Correction

Systematic identification and correction of coding errors, duplicate entries, misclassified transactions, and accounting mistakes. Fix what's broken.

Missing Transaction Recovery

Locate and record missing transactions from bank statements, credit card statements, and other financial records. Complete your financial history.

Accounts Receivable Cleanup

Reconcile customer invoices, payments, and outstanding balances. Clear up aging reports and get accurate receivables tracking.

Accounts Payable Cleanup

Organize vendor bills, match payments, and clean up payables. Ensure nothing is recorded twice or missed entirely.

Sales Tax Reconciliation

Review and correct sales tax calculations, verify filing amounts, and reconcile tax liability accounts. Fix past errors before they become problems.

Chart of Accounts Restructuring

Reorganize and optimize your chart of accounts for clarity and proper reporting. Create a foundation for accurate ongoing bookkeeping.

Opening Balance Adjustments

Calculate and record correct opening balances for all accounts. Ensure your books start from a solid, accurate foundation.

Financial Statement Reconstruction

Rebuild accurate Profit & Loss statements and Balance Sheets for all cleanup periods. Get true financial history.

Documentation & Audit Trail

Complete documentation of all corrections and adjustments made. Full audit trail for transparency and compliance.

Consultation & Recommendations

Review of findings with recommendations for preventing future issues. Guidance on proper bookkeeping practices and controls.

Our Proven Process

How It Works

Transform your messy books into pristine financial records in just 5 simple steps

1

Free Assessment & Transparent Quote

What Happens: Schedule a complimentary 30-minute consultation where we analyze your situation, review sample records, and identify exactly what needs fixing.

**What You Get:** A detailed project proposal with fixed-price quote, clear timeline, and comprehensive scope. No surprises, no hidden fees—just complete transparency from day one.

**Timeline:** Same-day quote for most projects

**Your Investment:** 30 minutes of your time, zero dollars

2

Guided Document Collection

What Happens: Our onboarding specialist provides a personalized checklist of documents needed for your specific situation. Upload securely through our encrypted portal or we'll help obtain records directly from your bank.

**What You Get:** Simple, guided process with real-time support. Can't find something? We'll help track it down or work with what's available.

**Timeline:** 2-3 days (at your pace)

**Pro Tip:** The more complete your records, the faster and more accurate your cleanup. But don't stress—we're experts at working with incomplete data.

3

Expert Cleanup & Reconstruction

What Happens: Your dedicated bookkeeping team goes to work. We systematically process every transaction, reconcile all accounts, correct errors, and rebuild accurate financial records. Technology handles repetitive tasks while experienced bookkeepers ensure every detail is perfect.

**What You Get:** Daily progress updates via email or text. Watch your cleanup dashboard to see real-time progress as we work through each period.

**Timeline:** 5 days to 4 weeks (depending on scope)

**Behind the Scenes:** Multiple quality checkpoints ensure 99.9% accuracy at every stage.

4

Quality Assurance & Senior Review

What Happens: A senior CPA-level bookkeeper performs comprehensive review of all cleanup work. We verify account balances, cross-check statements, ensure proper categorization, and validate that everything reconciles perfectly.

**What You Get:** Peace of mind knowing your books have been reviewed by seasoned experts with 10+ years experience.

**Timeline:** 2-3 days

**Quality Guarantee:** If we find an error, we fix it at no charge—even after project completion.

5

Results Delivery & Strategy Session

What Happens: Receive your cleaned-up books with complete financial statements for all periods. Join a personalized video walkthrough where we explain what we found, what we fixed, and what it all means for your business.

**What You Get:**

- Complete set of accurate financial statements - Detailed cleanup report documenting all corrections - Actionable recommendations to prevent future issues - Clear guidance on maintaining clean books going forward - Optional transition to ongoing bookkeeping services

**Timeline:** 1-hour personalized review session

**Bonus:** Lifetime access to your cleanup documentation for future reference, audits, or tax purposes.

Ready to Get Started?
Why Choose Professional Cleanup

Key Benefits

Clean, accurate financial records unlock opportunities and protect your business from costly mistakes

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Get Tax-Ready Fast

⚠️ The Problem: Tax season is approaching, but your books are a mess. Incomplete records mean missed deductions, filing delays, and potential IRS scrutiny.
✅ The Solution: Our cleanup service gets your records audit-ready in days, not months. Every transaction properly categorized, every account reconciled, every deduction documented.
💎 Real Impact: Most clients save $2,000-$5,000 in additional tax prep fees and recover an average of $8,000 in previously missed deductions. Plus, you'll sleep better knowing your returns are backed by solid records.
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Uncover Hidden Issues

⚠️ The Problem: Messy books hide costly problems—duplicate vendor payments, uncollected customer invoices, subscription charges for cancelled services, and more.
✅ The Solution: Our forensic-level cleanup process identifies every discrepancy, duplicate, and error. We flag suspicious transactions, verify vendor charges, and ensure you're not paying for services you don't receive.
💎 Real Impact: Average client discovers $3,500 in recoverable overpayments and $6,200 in uncollected receivables during cleanup. Your money working for you again.
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Make Confident Decisions

⚠️ The Problem: How can you plan for growth when you don't trust your financial data? Inaccurate books lead to poor decisions about hiring, inventory, pricing, and investments.
✅ The Solution: Accurate historical financials reveal true profitability trends, seasonal patterns, margin by product/service, and cash flow cycles. Make decisions based on facts, not guesses.
💎 Real Impact: Know your actual profit margins, identify your most profitable customers and products, spot trends before they become problems, and plan growth strategies with confidence.
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Prepare for Funding or Sale

⚠️ The Problem: Investors, buyers, and lenders demand clean financials. Messy books kill deals, lower valuations, and create due diligence nightmares that drag on for months.
✅ The Solution: Professional cleanup creates investor-grade financials that speed due diligence and support your asking price. Organized records signal operational excellence.
💎 Real Impact: Clean books can increase business valuation by 15-30%. Faster due diligence means deals close 40% faster. No last-minute scrambles that weaken your negotiating position.

⚖️ Avoid Penalties & Interest

⚠️ The Problem: Bookkeeping errors create compliance issues—incorrect sales tax filings, payroll tax mistakes, missing 1099s. The IRS and state agencies don't care that your books were messy.
✅ The Solution: We identify and correct compliance issues before they trigger audits, penalties, or interest charges. Fix problems proactively while you still can.
💎 Real Impact: Sales tax penalties alone average $12,000-$45,000 for small businesses. Early detection and correction saves tens of thousands in penalties, interest, and audit defense costs.

✨ Start Fresh with Confidence

⚠️ The Problem: How do you move forward when you don't trust where you've been? Uncertain financial history creates anxiety about every business decision.
✅ The Solution: A complete cleanup gives you a verified, accurate financial foundation. Know exactly where you stand and build forward with confidence.
💎 Real Impact: Eliminate the nagging worry about past mistakes. Focus energy on growth instead of fire-fighting. Make strategic plans backed by reliable historical data.
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Save on Accounting Fees

⚠️ The Problem: CPAs and tax preparers charge by the hour. When they spend hours untangling your mess, you pay premium rates for basic cleanup work.
✅ The Solution: We clean up your books at bookkeeping rates so your CPA can focus on high-value strategy and tax planning instead of data entry and reconciliation.
💎 Real Impact: Average client saves $3,000-$7,000 annually on CPA fees. One client saved $12,000 in a single year by having clean books before year-end tax prep.
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Reduce Stress & Anxiety

⚠️ The Problem: Financial uncertainty keeps business owners up at night. Not knowing your true financial position creates constant low-level anxiety that affects every decision.
✅ The Solution: Clear, accurate, organized financial records eliminate uncertainty. Know exactly where you stand, what you owe, what you're owed, and how your business is really performing.
💎 Real Impact: Peace of mind is priceless. Regain mental energy currently wasted on financial worry. Sleep better knowing your financial house is in order.
99.9%
Accuracy Rate
$8K
Avg. Recovered
5-20
Days to Complete
500+
Cleanups Done

Frequently Asked Questions

How long does a cleanup take?

Timeline depends on complexity and backlog size. Simple 3-month cleanups take 5-7 days. Complex 12-month reconstructions take 3-4 weeks. We provide exact timelines in your quote.

Can you clean up books from several years ago?

Yes! We regularly reconstruct financials going back multiple years. However, older records may require more time as documentation becomes harder to obtain.

What if I'm missing bank statements or receipts?

We can often obtain bank statements from your financial institutions. For missing receipts, we work with available documentation and use reasonable methods to reconstruct expenses.

Will you find fraud or theft?

Our forensic approach often uncovers suspicious activity, duplicate payments, unauthorized transactions, or other irregularities. We report findings and can provide documentation for investigations.

Do you offer rush cleanup services?

Yes! Rush service available for urgent situations (tax deadlines, audits, due diligence). Rush fees apply based on timeline requirements.

Can you work with my existing accounting software?

We work with QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, and most other platforms. If needed, we can migrate to better software during cleanup.

What happens after cleanup is complete?

You receive clean books ready for ongoing bookkeeping. Many clients transition to our monthly bookkeeping service to maintain accuracy going forward.

How much does cleanup really cost?

Pricing depends on time period, transaction volume, and complexity. We provide a fixed-price quote after assessment.

Can I do some of the work myself to reduce cost?

Yes! If you can categorize transactions or gather documentation, we can reduce scope and cost. We'll guide you on what you can handle versus what requires our expertise.

Do you guarantee your work?

Absolutely. If we make an error during cleanup, we fix it at no charge. All work is reviewed by senior bookkeepers before delivery.

Ready to Get Started with Bookkeeping Cleanup & Catch-Up?

Join hundreds of businesses already using SmartBooks AI to streamline their finances.

Professional bookkeeping cleanup & catch-up at competitive rates

Bookkeeping Cleanup & Catch-Up | SmartBooks AI