Catch-Up and Clean-Up

Behind on your books or unsure if your records are accurate? You're not alone — and we’re here to help. Our Catch-Up and Clean-Up services are designed to bring your financial records up to date and in order, no matter how far behind you are.

We’ll organize, review, and correct your books so you can move forward with clarity and confidence.

Included Services:

  • Review and assess the current state of your books

  • Organize and categorize historical transactions

  • Reconcile all outstanding bank, credit card, and loan accounts

  • Identify and correct misclassified transactions

  • Record missing entries and adjust for duplicates or errors

  • Clean up the chart of accounts for accuracy and simplicity

  • Address unpaid invoices, uncleared payments, or outdated balances

  • Prepare accurate financial reports for the catch-up period

  • Communicate progress and flag important issues or concerns

  • Get your books audit-ready or prepared for tax filings

Whether you're months or years behind, we can help you get back on track quickly and efficiently — without judgment. Once your books are cleaned up, we can transition you into monthly bookkeeping for ongoing support.

Businesswoman sitting at a desk with financial documents, a laptop, and office supplies, with charts and graphs in the background.