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Catch-Up & Clean-Up

Behind on your books or not sure they’re right?

Our catch-up service brings organized-but-behind records current through data entry and reconciliation. If your books are inaccurate or disorganized, our clean-up service finds and corrects the underlying errors so your financial data is accurate and dependable.
two ways to get your books in order

Which service fits your books?
Catch-up

Your records are organized, but behind

Your books are in decent shape, but months have slipped by. We bring them current through data entry and reconciliation, so you’re up to date and ready to move forward.

Catch-up is a good fit if:

  • You haven’t entered transactions in a while

  • Your bank accounts haven’t been reconciled recently

  • You’re behind and need to get current
Clean-up

Your records are inaccurate or disorganized

Your books are there, but you don’t trust them. We find and correct the underlying errors so your financial data is accurate and dependable.

Clean-up is a good fit if:

  • Your numbers don’t match your bank accounts

  • Transactions are miscategorized or messy

  • You’re not sure your books are right
Not sure which one you need?

That’s what the free consultation is for. We’ll look at where things stand and recommend the right fit.
What you get

  • Current records: Your books brought up to date through data entry and reconciliation.

  • Accurate numbers: Errors found and corrected at the source, not just patched over.

  • Organized books in QuickBooks Online: Clean, dependable records you can build on.

  • Clear financial reports: Profit & Loss, Balance Sheet, and Cash Flow statements you can understand.

  • A dedicated bookkeeper: One point of contact who works through your books and answers your questions.
Why get your books in order now?

  • Make decisions with confidence: You can’t steer a business with numbers you don’t trust.

  • Be ready for tax time: Accurate, current books make tax preparation smoother.

  • Stop the stress: A backlog doesn’t go away on its own. Let us take it off your plate.

  • Keep it going: Once you’re caught up, our ongoing bookkeeping service keeps your books current.
Ready for a Fresh Start?

Tell us where your books stand, and we’ll show you the fastest way to get them accurate and up to date.
Book My Free Consultation