Bookkeeping cleanup services
Catch-Up & Cleanup Bookkeeping for Books That Have Fallen Behind
The service
What bookkeeping cleanup involves
Cleanup work is about restoring trust in your numbers. That can mean categorizing months of activity that were never recorded, correcting transactions that were categorized inconsistently, reconciling accounts that were skipped, and restructuring a Chart of Accounts that no longer reflects the business.
Because every situation is different, cleanup scope and fees are determined after we review your books. You'll know what's included before work begins.
Books that are months behind
Transactions have piled up and you're not sure where to start.
Inconsistent or unreliable records
Reports don't make sense, or balances don't match the bank.
Before a new bookkeeper or tax season
You want clean records before ongoing bookkeeping or year-end work with your CPA.
Who needs a bookkeeping cleanup — if any of these sound familiar, a consultation is a good next step.
Scope
What a cleanup engagement can include
Catch-up bookkeeping
Recording and categorizing activity for overdue periods.
Categorization review
Reviewing past transactions for consistent, accurate categories.
Error correction
Correcting duplicates, misposted entries, and miscategorizations.
Reconciling outstanding periods
Reconciling bank and credit card accounts for missed months.
Chart of Accounts organization
Restructuring categories so reports are clear going forward.
Ready for ongoing bookkeeping
A reliable starting point for monthly bookkeeping.
Process
What to expect
- 01
Consultation
We learn about your business and how far behind the books are.
- 02
Books review
With your permission, we review records to assess the work needed.
- 03
Scope & fee
You receive a defined scope and fee for the cleanup.
- 04
Cleanup & handoff
We complete the work and, if you choose, transition to monthly bookkeeping.
FAQ
Common questions
Ready for a clearer picture of your business finances?
Tell us about your business and the bookkeeping support you're looking for. We'll help you explore the next steps.