How far behind can you catch up my books?

We regularly clean up files that are anywhere from a few months to several years behind — the scope and timeline depend on transaction volume and complexity.

Do you need my prior bookkeeper’s cooperation?

It helps but isn’t required. We can typically work from bank and credit card statements even without access to a prior bookkeeper.

What happens after the cleanup is done?

Most clients transition directly into ongoing monthly accounting, so the books stay current going forward instead of falling behind again.

Home / QuickBooks Cleanup & Catch-Up Accounting

QuickBooks Cleanup & Catch-Up Accounting

Months (or years) behind on your books? We get your QuickBooks file current, accurate, and ready for ongoing use.

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Who this is for

Businesses behind on reconciliations

Organizations with months of unreconciled transactions or uncategorized expenses.

Organizations switching bookkeepers

Businesses inheriting a file from a previous bookkeeper that needs review and correction.

Owners preparing for tax season or a loan

Businesses that need accurate books quickly, for a deadline that’s already approaching.

What we do

Historical transaction review

We go through past transactions and correctly categorize what was missed or miscoded.

Bank & credit card reconciliation

Every account reconciled to actual statements, however far back is needed.

Chart of accounts cleanup

We simplify and correct your chart of accounts so reporting actually makes sense.

Handoff to ongoing accounting

Once your books are current, we can transition you into ongoing monthly accounting.

How we get started

1
Free consultation
We assess how far behind your books are and what it will take to catch up.
2
Cleanup scope & timeline
We give you a clear scope and timeline before starting the work.
3
Cleanup & catch-up
We work through the backlog systematically until your books are current.

Common questions

How far behind can you catch up my books?: We regularly clean up files that are anywhere from a few months to several years behind — the scope and timeline depend on transaction volume and complexity.
Do you need my prior bookkeeper’s cooperation?: It helps but isn’t required. We can typically work from bank and credit card statements even without access to a prior bookkeeper.
What happens after the cleanup is done?: Most clients transition directly into ongoing monthly accounting, so the books stay current going forward instead of falling behind again.

Ready to talk about your books?

A 30-minute consultation is the fastest way to find out whether we’re the right fit — no pressure, no sales script.