Behind on Your Bookkeeping?
Behind on your bookkeeping or dealing with messy financial records? We organize, reconcile, and realign your books so you can move forward with clear and reliable financials.
Bringing Structure Back to Your Bookkeeping
When bookkeeping falls behind or records become inconsistent, it can make it difficult to rely on your financial information. Our clean-up and catch-up bookkeeping service focuses on reviewing prior periods, organizing historical transactions, and reconciling your accounts to restore accuracy and structure. The goal is to leave you with clear, reliable financials and a strong foundation moving forward.
Start With a Diagnostic Review
Every clean-up engagement begins with a structured diagnostic review designed to assess the true state of your books. We perform a detailed analysis of your financial records to identify inconsistencies, unreconciled accounts, missing information, and areas requiring correction. You receive a clear, professional findings report outlining key observations, recommended adjustments, and a defined scope of work — giving you full clarity before any clean-up begins.
A Clear, Structured Approach
Initial Consultation
We begin with a consultation to understand your current situation, the period requiring review, and the specific outcomes you need from the clean-up.
Diagnostic Review
A detailed analysis of your books is completed for the selected period. We identify gaps, inconsistencies, and areas requiring correction while preparing a structured findings report.
Findings & Recommendations
You receive a clear breakdown of observations, recommended adjustments, and a defined scope of work before any clean-up begins.
Books Clean-Up & Catch-Up
Once approved, we complete the reconciliation, corrections, and historical organization needed to bring your books back to an accurate and reliable state.
The Result
Accurate and Reliable Financial Records
Your books are reconciled, organized, and dependable for reporting and decision-making.
Confidence at Year-End
Financials prepared in a way that supports smooth tax filing and accountant review.
Clear Visibility Into Your Numbers
A structured understanding of past activity so you know where your business stands.
A Strong Foundation Moving Forward
Clean books that allow ongoing bookkeeping to run consistently and efficiently.
Reduced Risk of Ongoing Errors
Issues are addressed at the source to help prevent recurring problems.
Frequently asked questions
Everything you need to know about our clean-up and catch-up bookkeeping process.
If your bookkeeping is behind, accounts aren’t fully reconciled, or your reports don’t reflect your current financial position, a structured clean-up may be the right step. We assess this during the initial consultation.
Yes. We review historical transactions, identify inconsistencies, and reconcile accounts to bring your records back to an accurate and reliable state.
Timelines vary depending on how far back the books need to be reviewed and the volume of transactions involved. After the diagnostic review, we provide a clearer estimate based on your situation.
Once your books are fully updated, you can transition into ongoing bookkeeping support or continue managing your records internally with a clean and structured foundation.
We can review and correct prior periods based on your needs — whether it’s a few months behind or multiple fiscal years. The diagnostic review helps determine the appropriate scope.
Yes. After the diagnostic review, you receive a clear proposal outlining the scope of work and pricing before any clean-up work starts.
Typically, we require access to your accounting software, bank and credit card statements, and any relevant supporting documents. We guide you through the onboarding process step by step.
What You Can Expect
Compliant and Up-to-Date Books
Accountant-Ready Records