Cleanup & Catch-Up Process

Cleanup & Catch-Up: A Defined Project, Not a Surprise Bill

Whether your books are months behind or just plain messy, our cleanup and catch-up process is structured, transparent, and finite.

1

Diagnose

Free initial review of your QuickBooks file or current bookkeeping situation.

2

Scope

Identify exactly what needs to be cleaned, caught up, or rebuilt.

3

Quote

Fixed-scope, written quote. No hourly meter, no surprise add-ons.

4

Clean Up

Methodical, period-by-period cleanup with documented decisions.

5

Reconcile

Every account reconciled to statements for every month in scope.

6

Deliver

Before-and-after reports plus a clean QuickBooks file you can trust.

7

Transition

Move into monthly bookkeeping - never fall behind again.

8

Stay Clean

Ongoing monthly close keeps the file accurate going forward.

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.