Catch-up bookkeeping and cleanup, without the lecture.
Months or years behind? Inherited a mess from a previous bookkeeper? We rebuild your records correctly in QuickBooks Online, Xero or Zoho Books and bring you current.
Quoted as a fixed price or billed hourly at $30 an hour, your choice. The first review call is free.
What we fix in a catch-up project
Every file is different, so we start with a scoped review and tell you exactly what we found before quoting.
No.What owners deal withWhat you get
01
Months of missing entries. Bank and card activity was never recorded, or only partly.
Every month brought current from your statements, in order.
02
Accounts that never reconciled. Balances drifted away from the bank years ago.
Historical reconciliations, with opening balances tied to statements.
03
A chart of accounts nobody understands. Duplicate, vague or unused accounts make reports meaningless.
A cleaned-up chart of accounts that fits how your business actually works.
04
Duplicates and wrong categories. Transactions entered twice, or coded to the wrong place.
Duplicates removed and miscategorized transactions corrected.
05
A deadline is coming. Taxes, a loan application, a fundraise or a sale needs clean numbers.
Books you can hand to your CPA, lender or investors, then an easy move to monthly.
How it works
Who does what
We handle
- Scoped review of your current books
- Historical bank, card and loan reconciliations
- Chart of accounts restructure
- Duplicate and miscategorization fixes
- Handoff into monthly bookkeeping
You or your advisers handle
- Bank, card and loan statements for the missing months
- Answers to questions about unclear transactions
- Amended tax returns, if needed, through your CPA
What a client said
Read the full reviews“He dove in, cleaned everything up, and got us fully caught up and organized.”
Straight answers
- How much does catch-up bookkeeping cost?
- It depends on how many months are missing and how many accounts you have. After a free review we quote a fixed project price, or bill at $30 an hour with a written estimate, whichever you prefer.
- How long does a cleanup take?
- That depends on the size of the backlog. Your quote includes a clear timeline, and we tell you straight away if we find more than expected.
- Do you need my old bookkeeper’s files?
- It helps, but it isn’t required. We can rebuild from your bank, card and loan statements.
- What happens if the job turns out bigger?
- We tell you before doing any extra work and agree the change in writing. We never bill for out-of-scope work you haven’t approved.
Tell us where your books are at.
Which software you use, how far behind you are, what’s bugging you. The first call is 30 minutes, free, and you’ll leave knowing what we’d fix first.
Book a free 30-minute call