Catch-up & Clean-up
Months or years behind? We rebuild messy or missing records into clean, audit-ready books quickly and with full documentation.
2–4 wks
Typical turnaround, even for multi-year backlogs
9 yrs
Longest backlog we've rebuilt
100%
Documented, audit-ready workpapers
What's included
Everything below is part of the service — no add-ons, no surprise line items.
- Full historical review of your ledger
- Missing transactions recovered from statements
- Duplicate and error correction
- Opening balance fixes
- Reconciled accounts for every period
- CPA-ready summary pack
Who it's for
- Owners facing a tax deadline
- Businesses switching bookkeepers
- Companies with years of untouched books
The result
A clean starting point — fully reconciled books, usually within 2–4 weeks.
Start with a free consultationHow it works
A clear, proven process — you'll always know what happens next.
- Step 01
Free diagnostic review
We assess how far behind the books are and give you a fixed quote — no hourly surprises.
- Step 02
Gather the records
We pull statements and history directly from your banks and platforms wherever possible.
- Step 03
Rebuild period by period
Every month is rebuilt, reconciled and documented, oldest to newest.
- Step 04
Hand over clean books
You receive fully reconciled books plus a CPA-ready summary pack for every period.
Common questions about catch-up & clean-up
How far back can you go?
We've rebuilt books spanning up to nine years. As long as statements exist, we can reconstruct the records.
What does it cost?
Catch-up is quoted as a fixed fee after the free diagnostic — it depends on months behind and transaction volume, never hourly.
Will my CPA accept the work?
Yes. Every period ships with reconciliations and workpapers your CPA can rely on, and we coordinate with them directly.
Explore our other services
View allMonthly Bookkeeping
Categorized transactions, reconciled accounts and closed books every month — on time.
Learn moreBank Reconciliation
Every bank, card and loan account matched line-by-line so your balances are true.
Learn morePayroll Management
Accurate payroll runs, filings and contractor 1099s through Gusto, ADP or QuickBooks.
Learn moreLet's get your books in perfect order.
Book a free 30-minute consultation. We'll review your books and send a fixed quote — no obligation.