Cleanup and Catch-Up

Books behind, or a mess? We fix them.

Most of our work is rebuilding books someone else left in poor shape, or catching up months and years of transactions that never got recorded. You are not the first and it is fixable.

What You Are Dealing With

The books are behind, or they are wrong.

  • A previous bookkeeper left a mess. Errors compounding on errors, accounts that will not reconcile, months of transactions categorized wrong. Here is what to do after you fire your bookkeeper.
  • You fell behind. It started as one busy month and became a year.
  • Your CPA is waiting. Or your lender, or a buyer. Someone needs numbers you cannot produce.
  • You do not know how bad it is. That uncertainty is usually worse than the actual state of the books.
What You Get Back

Books you can hand to anyone.

  • 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

  • Personal and business expenses separated

  • Financial statements that reflect what actually happened

  • A clear record of what was changed and why

How It Works

What happens when you hand us a mess.

  • We look at your file before either of us commits to anything
  • You get the scope and the cost in writing, with no surprises later
  • We work through it account by account rather than guessing at totals
  • You see what we find as we find it
  • We only take cleanup work that becomes ongoing, because a cleaned file drifts again within months if nobody keeps it current

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. If you are more than a year behind, here is how we catch up past years. If your books live in QuickBooks, here is how we handle QuickBooks cleanup. If they live in Xero, here is how we handle Xero cleanup.

Pricing

Cleanup is priced by what we find, not by a flat rate, because no two messes are the same size.

The honest answer is that we cannot quote this without looking at the file. What we can do is look at it, tell you what shape it is in, and give you a number before you commit to anything. Here is what cleanup actually costs and how it is priced.

See full pricing Free Consultation

Behind on your books and not sure where to start?

Schedule a free 30-minute consultation. We'll listen to your situation and tell you honestly what makes sense and what doesn't.