Get your records back. Then find out what shape the books are really in. If your books were left in poor shape, cleanup and catch-up is most of what we do, remotely, for businesses anywhere in the country.
Every account reconciled back to the last point the books were correct
Transactions categorized properly, including the ones that were wrong before
Duplicates, missing entries and misapplied payments resolved
All outstanding transactions entered and reconciled
A clear record of what was changed and why
Everything that belongs to you. Statements matter most.
If some of it does not come back, start with what you have. Bank, credit card and loan statements are what we reconcile to, so they matter most. Tell us what is missing on the first call.
In writing, before you commit to anything.
Cleanup is priced at your monthly rate × the number of months that need cleaning up. Catch-up is priced at your monthly rate × the number of months you're behind. Your monthly rate is set by transaction volume, shown in the Transactions per Month table on our pricing page. We look at your file and give you the number in writing before you commit to anything.
See full pricing Free ConsultationWe fix what was entered wrong and enter what never was.
Catch-up and cleanup are related but not the same. Catch-up is recording what was never entered. Cleanup is correcting what was entered wrong. Most jobs need both.
Cleanup transitions to monthly bookkeeping once the file is current. We only take cleanup work that becomes ongoing, because a cleaned file drifts again within months if nobody keeps it current. Here is how cleanup and catch-up fit together, and if more than a year was never entered, here is how we catch up past years.
We do. Your CPA prepares and files the returns.
We are bookkeepers, and we do not prepare income tax returns. We get the books tax-ready and coordinate directly with your CPA. If you do not have a CPA, we can refer you to one we trust.
Start with what you have. Bank, credit card and loan statements are what we reconcile to, so they matter most. Tell us what is missing on the first call.
Yes. We look at your file before either of us commits to anything, tell you what shape it is in, and give you the scope and the cost in writing.
That is cleanup: correcting what was entered wrong. We work through it account by account, reconcile every account back to the last point the books were correct, and keep a clear record of what was changed and why.
Cleanup is priced at your monthly rate × the number of months that need cleaning up. Catch-up is priced at your monthly rate × the number of months you're behind. Your monthly rate is set by transaction volume. The Transactions per Month table is on our pricing page.
No. We get the books current and tax-ready and coordinate directly with your CPA. If you do not have a CPA, we can refer you to one we trust.
Yes. We are based in Laramie and work remotely with businesses across the country, in QuickBooks Online or Xero, with read-only bank access.
Schedule a free 30-minute consultation. We'll listen to your situation and tell you honestly what makes sense and what doesn't.
Rather write it down first? Send us a message and we will reply within one business day.
