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.
Retention
Overview
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
Backlogged Businesses
Error Discovery
Pre-Audit Preparation
DIY to Professional Transition
Funding & Investment Preparation
System Failure Recovery
Unreconciled Accounts
High-Growth Scaling
Not Sure If This Is Right For You?
Schedule a free 15-minute consultation to discuss your specific situation
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.
How It Works
Transform your messy books into pristine financial records in just 5 simple steps
Free Assessment & Transparent Quote
**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
Guided Document Collection
**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.
Expert Cleanup & Reconstruction
**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.
Quality Assurance & Senior Review
**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.
Results Delivery & Strategy Session
**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.
Key Benefits
Clean, accurate financial records unlock opportunities and protect your business from costly mistakes
Get Tax-Ready Fast
Uncover Hidden Issues
Make Confident Decisions
Prepare for Funding or Sale
⚖️ Avoid Penalties & Interest
✨ Start Fresh with Confidence
Save on Accounting Fees
Reduce Stress & Anxiety
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?
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Professional bookkeeping cleanup & catch-up at competitive rates