Start there. We’ll catch you up first.
Months behind, or not sure the books were ever right? Cleanup and catch-up bring your records current and correct, so monthly bookkeeping, your CPA and your decisions all start from accurate numbers.
What we take off your plate
QuickBooks cleanup
Miscategorized transactions, duplicate entries, stale balances and a chart of accounts that finally makes sense.
Catch-up bookkeeping
Every missing month entered, categorized and reconciled, however far back it goes.
Reconciliations
Bank, credit card, loan and payroll accounts tied to statements, with differences explained.
Historical corrections
Prior-period errors fixed and documented, so year-end and prior filings line up.
Opening balance review
A clean starting point for monthly service, agreed with you and your CPA.
CPA-ready handoff
Organized records and a short summary of what changed and why.
Who this is for
If any of these sound familiar, this is the right place to start.
- You are several months (or years) behind and dread opening the file.
- A bookkeeper left and nobody is sure what state the books are in.
- The balance sheet shows numbers nobody can explain.
- Your CPA has asked for corrections before taxes can be filed.
What happens next
Tell us where things stand
A short call about how far behind the books are, what software you use and what is driving the deadline.
We look before we quote
Cleanup is quoted on its own after we see the books, so you know the scope and the fee before work begins.
Catch up and correct
We bring every month current, reconcile every account and document the corrections.
Hand off or keep going
You get clean books and a summary for your CPA. Most clients move straight into monthly bookkeeping so it never piles up again.
Before you call
How far behind is too far?
There is no such thing. Being behind is the most common reason people call us.
Do we have to keep working with you afterward?
No. Cleanup is its own engagement. Most clients continue with monthly bookkeeping because it is the easiest way to stay current.
Can you work with our CPA?
Yes, and we prefer to. We agree on the opening balances and the corrections with your CPA so nothing is done twice.
What do you need from us?
Access to your accounting file and statements for the period, shared through the secure client portal, never by email.
From the blog
Months behind on the books? Here is where to start
A calm, practical order of operations for catching up bookkeeping that is months or years behind, and how to keep it from happening again.
Read
How to hand your CPA clean books at year-end
What CPA-ready books look like, why they usually lower your tax-prep bill and reduce stress, and the short list to work through before year-end.
Read
The monthly close: a checklist for churches and small businesses
A practical month-end close checklist you can run in QuickBooks Online, with the order that keeps reconciliations from fighting each other.
ReadKnow where you stand before your next big decision
Take the free Financial Score, or request a 20-minute call. No pitch, just questions about how your books are handled today.
