Unreconciled accounts
The accounts included in scope are compared with statements or supporting records so differences can be investigated.
Catch-up & cleanup
Whether the backlog covers months or years, the cleanup scope is based on the accounts, statements, supporting records, and condition of the accounting file. Timing is confirmed after that review.
What a proper cleanup actually fixes
Mis-categorized transactions
Personal expenses in the business, duplicates, wrong categories, found and corrected so your P&L tells the truth.
Unsupported balances
The review can identify duplicates, stale items, unclear balances, and transactions that need client or tax-professional input.
Start with the records you have
There is no need to hide a backlog. We review the available records, identify dependencies, and propose a practical scope and schedule.
What the cleanup covers
- ✓Full historical bank & card reconciliation
- ✓Re-categorization of every transaction
- ✓Duplicate & personal-expense cleanup
- ✓Accounts receivable / payable true-up
- ✓Loan, payroll & sales-tax account reconciliation
- ✓CPA-ready year-end package for each open year
The outcome
A reconciled historical period, documented unresolved items, and an organized handoff to ongoing bookkeeping or your tax professional.
Calculate my estimate
Immediate preliminary range; final pricing follows a scope review.
Common questions
How much does catch-up bookkeeping cost?+
Cleanup pricing depends on backlog length, transaction volume, accounts, entities, record quality, and supporting-document availability. A quote follows the opening review.
How long does a cleanup take?+
Timing depends on the same factors, plus access and response time for open questions. The proposed schedule is documented before work begins.
I'm years behind and embarrassed. Is that a problem?+
No. Historical periods can be reviewed without judgment; the first step is to identify what records are available and what must be reconstructed.
What do you need from me?+
We need authorized access to the accounting platform and the statements or supporting records required for reconciliation. Permissions and file-transfer steps are agreed before work begins.
Related services
Monthly bookkeeping
Monthly bookkeeping, with a documented close.
Learn more →Tax-ready support
Tax season becomes just another month.
Learn more →Financial reporting
Reports built for owners, not accountants.
Learn more →Accounting platforms
See how this service works in your software
Ready to discuss your bookkeeping needs?
Tell us which platform you use, what needs attention, and what records are currently available.