Books Cleanup & Catch-Up
Messy books? Months behind? We'll get you current and accurate.
Falling behind on bookkeeping is more common than most owners admit. Whether your records are months behind, riddled with miscategorized transactions, or haven't been reconciled in a year, we methodically untangle the mess and bring everything up to date, so you can move forward with confidence.
How It Works
Error Detection & Correction
We go through your existing books line by line, identifying duplicate entries, misclassified transactions, unreconciled accounts, and data entry mistakes. Every error is corrected and documented, so you have a clear record of every change made.
Transaction Reclassification
Expenses lumped into the wrong categories skew your reports and can create tax problems. We reclassify transactions into the proper accounts so your profit & loss and balance sheet reflect reality.
Historical Reconciliation
We reconcile every bank account, credit card, and loan against statements, going back as far as needed. This closes the gaps that make accountants and outside reviewers nervous.
Seamless Handoff
Once your books are clean and current, we can transition you into ongoing monthly bookkeeping or hand everything off to your CPA in a neat, organized package. Either way, you start the next chapter on solid ground.
Capabilities
- Full review of existing books and records
- Correction of miscategorized or duplicate entries
- Historical bank and credit card reconciliation
- Updated financial statements through the current period
- Documentation of every change made
Ideal For
- Businesses months or years behind on bookkeeping
- Owners preparing for tax season with messy records
- Companies that switched accounting software and lost data integrity
- Businesses preparing for a CPA engagement, financing application, or due diligence
Ready to Get Started?
Schedule a consultation and let's talk about how books cleanup & catch-up can support your business.
Other Services
Bookkeeping
Accurate, up-to-date financial records that keep the rest of your finances on solid footing.
AR / AP Management
Stay on top of what you're owed and what you owe, without the headache.
Business Consulting
Strategic guidance and operational frameworks that turn the day-to-day into a business that can run, and grow, without you holding it together.
Financial Consulting
Strategic insight to help you make better decisions with your numbers.