Cleanup & Catch-Up Bookkeeping

Get Your Books Back on Track—Without Judgment

Behind on bookkeeping? We help you get current, correct past errors, and restore clean financial visibility so you can move forward with clarity and confidence.

Judgment-free cleanup to bring months (or years) current. We organize, correct, and reconcile so you can move forward with accurate reports and a clear action plan.

What’s Included

  • Transaction review & categorization

  • Bank & credit card reconciliations

  • Error fixes (duplicates, missing expenses, misclassifications)

  • Sales tax & payroll adjustments (as needed)

  • Profit snapshot & go-forward plan

Why It Matters

  • File taxes confidently with accurate data

  • Smooth CPA handoff

  • Support loans/expansion with solid numbers

  • Know your true profitability and next steps

Once your books are caught up, our Monthly Bookkeeping Services keep everything current so you never fall behind again.

Book Now

Not sure how extensive your cleanup needs are? Start with a QuickBooks Diagnostic Review.

Before beginning cleanup, the diagnostic provides a clear, structured analysis of what’s working, what’s broken, and where financial risks or errors exist. It’s the best way to know exactly what needs to be fixed—and the most accurate way to estimate cleanup hours and pricing.

Start Your Diagnostic Review