Cleanup & Catch-Up
Behind on Your Books? We Can Help.
No judgment. No stress. Just organized, accurate financial records — no matter how far behind you are.
GET MY FREE BOOKS HEALTH CHECKYou're not alone.
Life gets busy. Business gets hectic. And sometimes bookkeeping falls to the bottom of the list — for months, or even years.
Whether you've been doing it yourself and things got out of hand, or you simply haven't had the time to keep up, we're here to help you get back on track — without the shame spiral.
Our Bookkeeping Cleanup & Catch-Up service is designed to take your messy, incomplete, or outdated financial records and turn them into clean, accurate, tax-ready books.
Not Sure How Much Cleanup You Need?
Start with our Complimentary QuickBooks Books Health Check. We'll securely review your QuickBooks Online file to identify potential reconciliation issues, transaction errors, unusual account balances, and other areas that may need cleanup.
You'll get a clearer picture of the condition of your books before deciding how to move forward.
GET MY FREE BOOKS HEALTH CHECKAvailable for qualified QuickBooks Online businesses. No obligation.
What's Included
What's included in a cleanup?
Full Records Review
We review all of your existing financial records, bank statements, and transactions to understand the full picture.
Transaction Categorization
Every transaction is properly categorized so your books accurately reflect your income and expenses.
Bank & Account Reconciliation
We reconcile all of your bank and credit card accounts to ensure your books match your actual statements.
Error Correction
We identify and correct any errors, duplicate entries, or misclassifications in your existing records.
Organized Financial Records
You'll receive clean, organized financial records for every month we clean up — ready for tax filing or review.
Transition to Monthly Bookkeeping
Once your books are caught up, we can seamlessly transition you into our monthly bookkeeping service so you never fall behind again.
Pricing
Cleanup Pricing
Bookkeeping cleanup starts at $500. Final pricing is customized based on the condition and complexity of your books.
- 01Number of months needing cleanup
- 02Monthly transaction volume
- 03Number of bank and credit card accounts
- 04Complexity of your business finances
- 05Current condition of your existing records
How It Works
How the cleanup works
Request Your Free Books Health Check
Complete our short request form. Qualified businesses will receive secure instructions for connecting their QuickBooks Online account.
We Review Your Books
We'll review your Books Health Check results, identify potential bookkeeping concerns, and determine what needs attention.
Receive Your Cleanup Quote
If cleanup is needed, you'll receive clear recommendations and customized pricing based on the condition and complexity of your books.
We Get Your Books Clean
Once approved, we'll organize, categorize, correct, and reconcile your records so your books are accurate and reliable.
Stay Caught Up
After cleanup, you'll have the option to transition into ongoing monthly bookkeeping to help keep your books accurate and organized.
Not Sure How Much Cleanup You Need?
Available for qualified QuickBooks Online businesses. No obligation.
GET MY FREE BOOKS HEALTH CHECKReady to get your books back on track?
Prefer to speak with us first? Book a free consultation and we'll talk through your situation.