Catch-Up & Cleanup Bookkeeping

What is catch-up bookkeeping?

Catch-up bookkeeping means entering missing transactions and completing the work for months or years that were never finished. If you stopped entering receipts, invoices, bills and bank or credit card activity, we fill in every missing month and reconcile each account so your books are complete and current. Whether you’re a few months or a few years behind, it’s never too late to get caught up.

What is cleanup bookkeeping?

Cleanup bookkeeping means reviewing and correcting records that already exist, such as duplicate entries, incorrectly categorized expenses, or balances that aren’t supported by bank statements or receipts. It’s for books that look “done” but can’t be trusted. This is common after a past bookkeeper leaves, after DIY bookkeeping, or when your bank balance doesn’t match QuickBooks. We find the errors, fix them and give you numbers you and your CPA can rely on.

What is catch-up and cleanup bookkeeping?

Catch-up and cleanup bookkeeping means doing both, when the books are behind and the existing entries also need correction. It’s the most common situation we see with new clients. We handle it as one project: we enter the missing work, correct what’s wrong and finish with reconciled, tax-ready financials, including a clean profit and loss statement and balance sheet.

Signs you need catch-up or cleanup bookkeeping

• Tax time is coming, and your books aren’t ready
• Your CPA sent the books back or keeps asking questions
• A past bookkeeper left, and you’re not sure what they did
• Your bank balance and QuickBooks don’t match
• You need clean financials for a loan, bonding, or a buyer
• You don’t know which jobs are actually making money

What happens after?

Most clients move on to monthly bookkeeping so they never fall behind again.

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