Professional Bookkeeping Cleanup & Catch-Up
Is your bookkeeping months or even years behind? Don't let messy financial records stress you out or lead to costly tax penalties. Our Cleanup & Catch-Up service is designed to bring your books back to life. We specialize in untangling complex financial messes, reconciling old bank statements, and ensuring that every transaction is accurately categorized and accounted for, no matter how much time has passed.
A clean set of books is the foundation for accurate tax filing and business growth. Whether you are preparing for a tax audit, applying for a loan, or simply want to know your true financial position, we provide a deep-dive analysis into your past records. We identify and fix errors, remove duplicate entries, and organize your chart of accounts so you can start fresh with 100% confidence in your numbers.
Data Restoration & Integrity
Our cleanup process focuses on systematic data recovery. We work meticulously to ensure that your historical data matches your bank records, providing a seamless transition from a financial mess to organized clarity.
Historical Data Correction
We review and correct past entries to ensure they comply with standard accounting principles and tax regulations.
Missing Transaction Recovery
Our team cross-references statements to find and record missing expenses or income that were previously overlooked.
Account Reconciliation
We perform deep-dive reconciliations for all bank, credit card, and loan accounts to eliminate discrepancies.
Ready for Tax Season & Audits
Audit Readiness
We ensure your books are audit-proof by attaching necessary documentation and ensuring clear paper trails for all entries.
Tax Compliance
We work closely with your CPA to ensure your records are perfectly prepared for accurate and timely tax filings.
Our 3-Step Cleanup Strategy
We follow a proven methodology to take your books from chaotic to compliant as quickly as possible.
We start by performing a thorough diagnostic review of your current files to identify the scope of errors, missing periods, and reconciliation gaps.
Our experts dive into the records, fixing categorization errors and reconciling every single account until your balance sheet is 100% accurate.
Once the cleanup is complete, we set up streamlined systems and workflows to ensure your books never fall behind again.