Catch-Up Bookkeeping
Months, or years, of missing transactions entered and organized into a clean, current file.
Books Cleanup · Small Business
Small Business Bookkeeping Cleanup That Gets You Tax-Ready Fast
Small business bookkeeping cleanup — fix messy or behind books and get a clean, accurate ledger. Book a free consultation.
Service Snapshot
$149Starting per backlog month
3-5 DaysTypical turnaround
100%Reconciled & tax-ready
New Client Offer · Small Business Books Cleanup
Free diagnostic review plus 15% off your first cleanup month
See exactly what's wrong with your books before you spend a dollar fixing them.
Book a free 20-minute call. We review your file and quote a flat fee. Commit to the project and your first backlog month is 15% off. New clients only.
Book My Free Books Review20 minutes, no obligation
What's Included
Everything a small business needs to get current.
Bank & Credit Card Reconciliation
Every account matched to real statements so your balances finally tell the truth.
Expense Categorization
Transactions recoded into the right chart of accounts, so deductions are not left on the table.
Duplicate & Error Removal
Double-entered transactions, miscoded deposits, and stray journal entries corrected.
QuickBooks & Xero Cleanup
Your existing file repaired in place, with no forced migration to new software.
Tax-Ready Handoff
Clean P&L, Balance Sheet, and a plain-English summary your tax preparer can use immediately.
Small Business Cleanup Impact
What a clean file changes for a small business.
Typical owner outcomes within the first cleanup cycle.
Outcome profile0-100 index
Progress curve95%
ReviewRecoverReconcileHandoff
How It Works
A simple 4-step cleanup.
1
Free Diagnostic Review
We look at your file, flag what's broken, and quote a flat fee before anything changes.
2
Catch-Up & Reconciliation
Missing transactions are entered and every account is reconciled to statements.
3
Categorization & Correction
Expenses and income are recoded, duplicates removed, and errors fixed.
4
Tax-Ready Handoff
You receive clean financials and a summary of every change, ready for filing or a fresh monthly start.
Professional cleanup vs. DIY spreadsheets
Decision areaAccountant For AllDIY
Bank reconciliationIncluded, every accountOften skipped
Time cost to youNear zeroHours or days
Tax-ready outputYesUncertain
Deduction captureReviewed line by lineEasy to miss
Cost predictabilityFlat fee upfrontUnknown until done
For Small Business
Messy books are common. Staying behind is optional.
Small business owners do not fall behind on bookkeeping because they are careless. They fall behind because bookkeeping is the task that always loses to customers, payroll, and everything else demanding attention today. Small business books cleanup exists to close that gap quickly, without a lecture and without a bill that grows the longer it takes.
Who this is for
This service fits sole traders, single- and multi-member LLCs, freelancers, and local businesses, typically with one or two bank accounts and a manageable transaction volume. If you have never reconciled your accounts, mixed personal and business spending, or simply stopped opening QuickBooks a few months ago, this is built for exactly that situation.
What catch-up and cleanup actually cover
Catch-up bookkeeping brings missing months current by entering transactions that were never recorded. Cleanup bookkeeping corrects a file that has entries but has errors, duplicate transactions, or accounts that were never reconciled. Most small business files need a mix of both, which is why we start with a free diagnostic review instead of guessing at scope.
Why fix it before tax season, not during
Tax preparers charge more, and miss more, when they are handed a messy file in March. Getting your books cleaned and reconciled ahead of your deadline means every deduction gets found, your preparer works from accurate numbers, and you are not paying rush fees to untangle a year of transactions in two weeks.
What happens after the cleanup
Once your books are current and reconciled, most small business owners move straight into affordable monthly bookkeeping, so the same mess never has a chance to build up again. You keep the clean baseline, and a dedicated bookkeeper keeps it that way going forward.
Popular Guides
Learn more about getting your books current.
Clean up your books with confidence.
Whether you're behind by a few months or several years, we'll organize your financial records, correct historical errors, and get your books back on track with accurate, tax-ready bookkeeping.
Catch-up bookkeepingTax-ready financial records
Historical Error Correction
Correct duplicate entries, misclassified transactions, and bookkeeping mistakes to restore accurate financial records.
Account Reconciliation
Reconcile bank accounts, credit cards, and outstanding transactions to ensure your books are complete and accurate.
Tax-Ready Books
Receive clean, organized financial records that simplify tax preparation and provide confidence in your financial reporting.
Every cleanup engagement includes secure document handling, confidential financial management, and a thorough review to ensure your books are accurate and ready for future bookkeeping.
FAQ
Small Business Books Cleanup Questions
What small business cleanup covers, what it costs, and how fast it moves.
It covers catch-up bookkeeping for any missing months, reconciliation of every bank and credit card account, recategorization of income and expenses, removal of duplicate or miscoded entries, and a tax-ready handoff with a clean Profit & Loss and Balance Sheet. We start with a free diagnostic review so you know the exact scope before anything is fixed.
Small Business Books Cleanup is the same rigorous process, scoped and priced for businesses with one or two accounts and a manageable transaction volume, typically sole traders, single-member LLCs, freelancers, and local businesses. If your accounts, entities, or transaction volume are larger, Medium Business Books Cleanup is built for that scale instead.
Cleanup is quoted as a flat fee after a free diagnostic review of your file, scaled to your transaction volume, number of accounts, and how many months are affected. There is no hourly billing, so the price you agree to before we start is the price you pay, regardless of how many hours the correction takes.
Yes. We clean up your existing file inside QuickBooks Online, Xero, or Wave, whichever you already use. There is no forced migration to new software, and if you have not chosen a platform yet, we will recommend the most cost-effective option for a business your size as part of the diagnostic review.
There is no limit. Whether you are three months behind, have never reconciled an account, or need several years rebuilt from bank statements, the process is the same: diagnose, catch up, reconcile, and correct. Multi-year projects are common ahead of a tax deadline or a loan application, and we prioritize the periods that matter most first.
Often, yes. A large share of small business cleanups turn up expenses that were never categorized or were buried in an uncategorized or personal account. Recovering those into the right expense categories before filing is one of the most common ways this service pays for itself.
Most small business cleanups are completed in 3 to 5 business days once we have your bank statements and account access, since the scope is usually limited to one or two accounts. Larger backlogs or multi-year projects take longer, and you receive a specific timeline with your flat-fee quote.
You receive fully reconciled accounts, corrected financial statements, and a summary of every change made, yours to keep either way. Most small business owners then move directly into affordable monthly bookkeeping, starting at $199 per month, so the backlog never has a chance to build up again.
Next Step
Ready to see clean books again?
Book a free diagnostic review and we will tell you exactly what needs fixing, how long it will take, and what it costs, before you commit to anything.