Behind books get worse in a specific way: the longer they sit, the less anyone remembers what a transaction was, and the more the guesswork compounds. Two years back, nobody can tell a legitimate expense from an owner draw without a lot of reconstruction.
Fixed price, quoted first
We review, then quote. You approve a number before any work starts — no hourly surprises.
Oldest period first
We work forward chronologically so each period closes on a correct opening balance.
Personal separated from business
Commingled spending untangled and owner draws routed correctly, which is most of the real work.
Gaps named, not papered over
Where records genuinely do not exist, we tell you plainly instead of inventing a plug.
What we handle
- Review the current state and quote a fixed price before any work begins
- Rebuild or repair the chart of accounts
- Categorize and reconcile every open period, oldest first
- Separate personal from business activity and route owner draws correctly
- Produce corrected financial statements for each closed period
Problems this fixes
- Years of uncategorized or miscategorized activity
- Accounts that have never been reconciled to a statement
- Duplicate transactions from a bad bank feed or a botched import
- Prior-period balances nobody can explain
What you end up with
You come out current, with a fixed price you agreed to up front and no hourly surprises. Most clients then move onto a monthly package so it does not happen again.
We keep the books. You run the business.
Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.
View pricingHow It Works
Free review
We look at where your books actually stand — no obligation, no charge.
Scope and quote
You get a fixed price or a package recommendation before any work starts.
We do the work
Inside your accounting file, so you can see everything as it happens.
Ongoing close
Books stay current month to month, ready for your CPA at tax time.
Bookkeeping Cleanup & Catch-Up — Frequently Asked Questions
How much does cleanup cost?
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How long does it take?
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What if I do not have all the records?
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Related
Talk through bookkeeping cleanup & catch-up
The consultation is free, and you will leave it knowing what the work involves and what it costs.
- Done-for-you
- Solo or group
- Nationwide
Get Started
Tell us where your books stand and we will get back to you shortly.
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