Catch-up & cleanup
Bookkeeping cleanup services.
When the books fall behind or the history stops adding up, the fix is not another report—it is a careful rebuild. We catch up unrecorded months, correct historical errors, and reconcile every account so your records can be trusted again.
Request a cleanup quoteWhen cleanup helps
Signs the history needs work.
- 01
Months or years of transactions have never been categorized or reconciled.
- 02
Bank and credit card balances in the books do not match the statements.
- 03
Owner funds, transfers, and loan payments are recorded as income or expenses.
- 04
Prior-year figures changed after a tax return was already filed.
- 05
Reports are produced, but no one trusts the numbers enough to use them.
The cleanup process
How historical errors get resolved.
Assess the records
We review what exists today—bank and card activity, prior bookkeeping files, payroll records, loan and tax documents—and identify where the books stopped being reliable.
Agree on scope
You receive a written quote covering the periods to be rebuilt and what will be delivered, so the size of the project is clear before any work begins.
Rebuild and reconcile
Transactions are re-categorized, duplicates and misposted entries are corrected, and every account is reconciled month by month against source statements.
Resolve the exceptions
Items we cannot resolve from documents alone are collected into a single question list, so you answer once instead of being asked repeatedly.
Close and hand over
Closing balances are locked, financial statements are produced for the cleaned periods, and you get a summary of what changed and why.
Keep it current
From there the books can move onto a monthly rhythm, so the same backlog does not build again.
What you receive
Clean books, and a record of what changed.
Every cleanup project ends with reconciled accounts for the periods in scope, financial statements you can hand to a tax preparer or lender, and a plain summary of the corrections we made. Scope and price are agreed in writing first, because no two backlogs are the same.