Catch-Up & Clean-Up Bookkeeping
Bring months of backlogged books current
What catch-up & clean-up bookkeeping covers
If your books are months — or years — behind, the problem compounds quietly until a lender, a tax deadline, or a partner asks for numbers you cannot produce. We reconstruct the backlogged period in QuickBooks Online: categorizing transactions, reconciling accounts, correcting misposted entries, and closing each month properly. Pricing is quoted per engagement based on how many months are outstanding and the condition of the records.
Every plan is delivered remotely through QuickBooks Online, with direct WhatsApp access to your bookkeeper. You keep full visibility into your numbers without having to maintain them yourself.
Everything in this plan
- Full reconstruction of the backlogged period in QuickBooks Online
- Historical bank and credit card reconciliation, month by month
- Correction of miscategorized and duplicated transactions
- Clean opening balances so future months close accurately
- Custom quote based on months outstanding and record condition
- 50% deposit to begin, 50% on delivery
Four steps from first call to monthly reporting
Records Assessment
We review the outstanding period and the state of your existing records before quoting anything.
Custom Quote
You receive a fixed quote based on the volume of months and the cleanup work actually required — no open-ended billing.
Month-by-Month Rebuild
Each backlogged month is categorized, reconciled, and closed in sequence so the corrections hold.
Handover & Transition
You receive clean, current books and the option to continue on a monthly plan so the backlog never returns.
The difference accurate books make
Reliable numbers are not an accounting formality. They are what lets you price correctly, spot problems early, and make decisions without guessing.
Certified Expertise
An Intuit-certified bookkeeper handling your file directly — not an automated categorization engine.
Reconciled, Not Estimated
Every account is matched to the actual statement each month, so the numbers are verified rather than assumed.
Decision-Ready Reports
Three financial statements plus a 0–100 health score, delivered on a predictable monthly schedule.
Never Behind Again
A fixed monthly close means no backlog builds up and no year-end reconstruction is ever required.
Disciplined from first entry to final report
Accurate books come from consistent habits, not from catching up later. Here is the standard applied to every client file.
Direct Communication
Message your bookkeeper on WhatsApp and get answers from the person who knows your file.
Purpose-Built Setup
A chart of accounts structured around how your business actually earns and spends.
Verified Reconciliation
Bank, credit card, and merchant accounts reconciled to the statement every single month.
Secure Handling
Read-only bank feeds and secure document exchange — your credentials stay yours.
English & Spanish
Review your numbers and ask questions in whichever language you work in.
Questions, answered
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View Professional Bookkeeping Plan detailsGet a free estimate for catch-up & clean-up bookkeeping
Share a few details about your business and we'll come back with clear next steps — plus 15% off your first month as a new client.