Cleanup & Catch-Up

QuickBooks Cleanup & Catch-Up Bookkeeping

Behind on your books? You’re not alone, and it’s fixable. Whether you’re three months or three years behind, I get your QuickBooks accurate, reconciled and current, then help you keep it that way.

Signs You Need a Cleanup

  • Bank balances in QuickBooks don’t match your statements
  • Hundreds of transactions sitting in “For Review” or “Uncategorized”
  • Duplicate entries, or income counted twice
  • A previous bookkeeper left things half-done
  • Your CPA is asking questions you can’t answer, or tax season is coming
  • A lender, investor or insurance auditor needs financials and you’re not sure they’re right

What a Cleanup Includes

  1. Free review. I look at your QuickBooks file and tell you what’s wrong, how far back it goes, and what it will cost to fix.
  2. Fix the foundation. I correct the chart of accounts, opening balances and bank feed rules.
  3. Categorize and reconcile. Every transaction gets coded correctly and every account is reconciled month by month to your statements.
  4. Clear the clutter. I remove duplicates, fix undeposited funds, and clean up old receivables and payables.
  5. Hand-off. You get clean financial statements and a summary of what I fixed, ready for your CPA.

After the Cleanup

Most clients move to monthly bookkeeping so they never fall behind again. If you’d rather keep the books yourself, I’ll set up rules and a simple routine you can follow.

Frequently Asked Questions

How long does a catch-up take?

It depends on how many months you’re behind and how many transactions need to be worked through. Every estimate includes a clear timeframe, so you’ll know when your books will be caught up before we start.

How is it priced?

A one-time flat fee based on the number of months and accounts, quoted up front after the free review.

I'm not on QuickBooks. Can you still help?

Yes. I can set up QuickBooks Online and bring your past records in.

Get a free QuickBooks review, or call (408) 212-0131.

Free Review

Get Your Books Caught Up

Tell me how far behind you are and I’ll send a clear quote and timeframe.

Get A Quote