Catch-Up & Clean-Up Bookkeeping

My Catch-Up & Clean-Up Bookkeeping service is built for the moments when you look at your books and think, "I don't even know where to start." Whether you are a few months behind or several years, I step in without judgment and bring everything current in an organized, methodical way.

I begin by gathering your bank, credit card, and other financial records, then carefully reconstruct what has happened in your business. From that work, I create clear Backdated Transaction Summaries-organized lists of past activity that show every deposit and payment, categorized correctly. These summaries turn piles of statements into a single, accurate record you can finally trust. Once the transactions are in order, I prepare Historical Financial Reports for the prior periods you need. That includes prior-year profit and loss statements, balance sheets, and other schedules that may be required for your tax preparer, lender, or potential investors. Everything is formatted so you can hand it off confidently for review, loan applications, or even an audit if that ever becomes necessary.

Throughout the clean-up, I reconcile accounts, correct misclassifications, and separate business and personal activity where possible. The goal is not just to "get something on file," but to restore a clear financial story of your business, month by month.

Working with a Certified Public Bookkeeper who uses QuickBooks every day means you don't have to untangle this on your own. Once your books are clean and current, I can also transition you into ongoing monthly support so you never fall this far behind again.

If your books feel messy, embarrassing, or overwhelming, Catch-Up & Clean-Up Bookkeeping gives you a clean slate, accurate history, and the relief of finally knowing exactly where you stand.