Cleanup Bookkeeping

How Catch-Up Bookkeeping Works

If you're months (or years) behind, here's exactly how we get you current.

Step 1: Scope the Catch-Up

We define what months and what accounts are in scope. We agree on a fixed-fee quote based on that scope.

Step 2: Work Forward, Month by Month

We start at the earliest period in scope and work forward - categorizing, reconciling, and reviewing one month at a time. This is the only way to do catch-up correctly.

Step 3: Reconciled Reports Delivered Periodically

You'll receive clean monthly Profit & Loss and Balance Sheet reports as periods are completed - not just at the very end.

Step 4: Transition to Monthly Bookkeeping

Once caught up, we shift you into ongoing monthly bookkeeping so this never has to happen again.

Need Bookkeeping Help?

If anything in this article hit close to home, schedule a free 30-minute consultation. We'll talk through your situation and the right path forward.

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Ready to Get Your Books Buzzing?

Book a free 30-minute consultation. We'll talk through your business, your current setup, and the cleanest path forward.