Bookkeeping Cleanup and Catch-Up for US Businesses
Months or even years behind on your books? We bring backdated and disorganized records up to date, fix the errors, and hand you a clean, tax ready starting point. No judgment, just a clear path forward.
QuickBooks and Xero Certified · 14+ years experience · 200+ US businesses served
Falling Behind Happens. Fixing It Is What We Do.
Almost every growing business hits a point where the books slip. A busy season takes over, transactions pile up, and suddenly you are months behind with no easy way to catch up. Left alone, it turns into inaccurate reports, missed deductions, and a stressful tax season.
We specialize in exactly this. Whether you are a few months or a few years behind, our team untangles the backlog, corrects misclassifications, and reconciles your accounts, so you can move forward with confidence and clean numbers.
What a Cleanup Includes
Catch-Up Bookkeeping
we record and categorize all your unrecorded or backdated transactions.
Error Correction
we find and fix misclassified transactions and duplicate entries.
Account Reconciliation
we reconcile your bank, credit card, and loan accounts so balances match reality.
Chart of Accounts Cleanup
we restructure a messy chart of accounts into a clean, usable system.
Financial Statement Rebuild
we produce accurate Profit and Loss and Balance Sheet reports for the cleaned periods.
1099 and Tax Readiness
we organize your records and supporting documents so you are ready to file.
A Clean Slate, Without the Overwhelm
You do not need to have everything organized before you reach out. That is our job. We will assess the current state of your books, confirm the scope, and give you a clear plan and timeline before we begin. You will know exactly what to expect, with no surprises.
Once your cleanup is complete, we can keep your books accurate going forward with ongoing bookkeeping, so you never fall behind again.
Get Your Prior Year Cleaned Up Free
Start fresh with an annual plan. When you sign up for a prepaid annual bookkeeping plan, we clean up your prior year books free of charge, with the scope matched to your plan.
New clients on a prepaid annual plan, for the prior calendar year, confirmed at your free review. Offer terms and Terms and Conditions apply.
Your Path From Messy to Clean
Free Cleanup Review
We assess how far behind you are and what needs fixing.
Scope and Plan
We confirm the work, timeline, and a clear quote before starting.
The Cleanup
We catch up, correct, and reconcile your records period by period.
Clean Handover
You receive accurate, tax ready books and a plan to stay current.
Frequently Asked Questions
Cleanup pricing depends on how far behind you are and the complexity of your records. After a quick, free review of your books, we give you a clear, fixed quote with no hidden fees. Most ongoing clients then move to a monthly plan starting at $99.
Yes. Multi year catch-up is one of our specialties. We work through your records period by period until everything is current and accurate, no matter how far behind you are.
Not at all. Messy books are the reason this service exists, and we see them all the time. There is no judgment. We simply assess the situation and give you a clear plan to fix it.
We work in QuickBooks Online and Xero, and also Zoho Books, Wave, and Sage. We clean up your records inside your existing system whenever possible.
You receive clean, reconciled, tax ready financials. From there, you can hand them to your CPA, and we can keep your books current with ongoing monthly bookkeeping so you stay ahead.
Ready to Get Your Books Back on Track?
Get a free cleanup review. We will assess where things stand and give you a clear plan to a clean start.
2026 1099-NEC Compliance Checklist
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