QuickBooks Cleanup & Catch-Up Services

Behind on your bookkeeping? I can bring your financial records current—quickly and accurately.

If your books are a few months (or even years) behind, you’re not alone. Many businesses fall behind on bookkeeping due to busy schedules, staffing changes, or unexpected growth. My QuickBooks Catch-Up & Cleanup Service helps you get your financial records organized and ready for tax time, loan applications, or strategic planning.

Here’s what’s included:

Historical Transaction Review & Categorization
I’ll go through past months or years of transactions to ensure everything is properly categorized and reconciled.

Reconciliation of All Accounts
Every bank, credit card, and loan account will be fully reconciled so your records match your statements.

Error Correction & Cleanup
I identify and fix duplicate entries, uncategorized expenses, and other common bookkeeping errors.

Financial Reports After Cleanup
Once complete, you’ll receive accurate financial reports that reflect the true financial position of your business.

Pricing: Catch-up services are offered at a fixed price, customized to the size and complexity of your books. This gives you cost certainty from the start.

Ideal for: Businesses preparing for tax filing, loan applications, audits, or anyone who simply wants a fresh financial start.