Cleanup & catch-up bookkeeping
Behind on your books, or worried they're just wrong?
Two ways this usually happens
You're probably in one of these two spots
Your books are behind
Life got busy, the business grew, and the bookkeeping slid. You're three, six, maybe twelve months behind and dreading tax season. No lecture from me. I'll catch you all the way up and get you current, then keep you there.
Your books are wrong
They're up to date, but you don't trust them. A cheap bookkeeper or a DIY QuickBooks file left things miscategorized and unreconciled, so the reports look finished but tell you the wrong story. I'll find what's off and rebuild it right.
The process
Review, rebuild, reconcile, hand back clean
A clear, four-step project with a fixed price up front. No surprises, no open-ended hourly meter.
- 01
Review
I dig into your file to see exactly what's there: what's miscategorized, what's missing, where reconciliations broke down, and how far back it goes. You get a clear picture and a fixed price before any work starts.
- 02
Rebuild
I fix the chart of accounts, recategorize transactions correctly, untangle duplicates and errors, and restore the structure your books should have had from the start.
- 03
Reconcile
Every account matched to your bank and credit card statements, month by month, until the books tie out to reality and the numbers can be trusted.
- 04
Hand back clean
You get accurate, current, tax-ready books plus a plain-English summary of what I found and fixed. From there, monthly service keeps them clean going forward.
How it's priced
A one-time project, then a clean handoff
Cleanup is a one-time project with a clear, fixed price based on how far behind you are and how tangled things got. You'll know the number before we start.
Once your books are caught up and correct, monthly service keeps them that way, so you never have to pay for a cleanup twice.
What you walk away with
- Accurate, reconciled books you can actually trust
- Records that are current and tax-ready
- A plain-English summary of what was wrong and how I fixed it
- A clean starting point for smart monthly bookkeeping
However far behind you are, we can sort it out
15 minutes on my calendar. Bring your questions or just your suspicion that something's off. No prep needed, no obligation.