Historical Cleanups
Months behind on bookkeeping? Inherited a financial mess? Preparing for a funding round or tax filing with records in disarray? If you need behind on bookkeeping help, our catch up bookkeeping services get your finances back on track – no matter how far behind you are.
A bookkeeping cleanup – also called catch up bookkeeping or accounting clean up services – is the process of reviewing, correcting, and organizing financial records that are incomplete, inaccurate, or out of date. Our team goes through your transactions month by month, fixes miscategorizations, reconciles bank accounts, and delivers a clean, accurate set of books for the period covered. It’s the same process many clients search for as books clean-up for tax season, when a filing deadline is what finally forces the issue.
We look at what you have - even if it's a shoebox of receipts or a half-finished file - and tell you honestly how big the job is.
We find exactly which months are missing, miscategorized, or unreconciled before touching anything.
Missing transactions get rebuilt from your actual account history, not guessed at.
Every account is matched to its statements until the numbers tie out.
A complete, corrected set of books for the period covered, ready to file from or hand to your CPA.
Once you're current, most clients move to a monthly plan starting at $149/mo so this doesn't happen again.
Most clients fall into one of these situations.
Started with a spreadsheet, fell behind, and now don't know where things actually stand.
Previous bookkeeper, employee, or founder left records incomplete or wrong.
A funding round, a tax filing, or a loan application that suddenly requires real financials.
We regularly clean up books for digital agencies where retainers and contractor payments got tangled together.
Cleanup pricing depends on how many months are behind and how messy the records are, so we quote a fixed price after the free review – not an hourly rate. Once you’re current, ongoing monthly bookkeeping runs $149 to $499/mo depending on your plan.
You likely need a cleanup if you can’t produce an accurate profit and loss statement for the last few months, your accounts haven’t been reconciled recently, or you’ve been putting off bookkeeping because you’re not sure how bad it’s gotten. There’s no threshold of “too far behind” that disqualifies you.
Catch-up bookkeeping includes reviewing your current records, identifying every gap or error, reconstructing missing transactions from bank and card statements, reconciling every account, and delivering a complete, corrected set of books for the period covered.
Yes – this is one of the most common reasons clients come to us, and timing depends on how far behind you are and how soon your filing deadline is. The sooner you start, the more options you have.
Accounting clean-up services and bookkeeping cleanup services refer to the same thing: correcting and organizing financial records that are incomplete or inaccurate. The underlying work of reconciling accounts and rebuilding missing transactions is identical either way.
Most cleanups take two to four weeks, depending on how many months are behind, your transaction volume, and how much documentation exists. We give you a firm timeline after the free review.
Cleanup pricing is quoted as a fixed price after a free review, based on how many months need rebuilding and how complex the records are – not an hourly rate.
Once your books are current, ongoing monthly bookkeeping runs $149 to $499 a month depending on your transaction volume and reporting needs – a flat fee, not hourly.
You move onto an ongoing monthly bookkeeping plan so your records stay reconciled and up to date going forward. The cleanup fixes the past; the monthly plan keeps you from needing another one.
Yes. Every cleanup ends with reconciled accounts and a corrected set of records built to be handed directly to a CPA for filing or shared with an investor or lender.
Do not let messy books hold your business back. Get a free cleanup assessment today.
