Clean-Up & Catch-Up Bookkeeping
For businesses behind on bookkeeping, with messy ledgers, inconsistent records, or financial backlog.
Bad data leads to bad decisions. Clean data creates leverage.
If your books are months behind, every decision you make is built on numbers you don't trust. We get your books accurate, current, and ready to use.
Signs you need a clean-up
- You're the one catching errors.
- Your monthly close takes three or more weeks, or you don't really close at all.
- Uncategorized transactions have piled up for months.
- Tax season is a fire drill. Your accountant is cleaning up your books before they can even start your return.
- You couldn't hand your financials to a bank tomorrow.
What we do
- Catch up every month you're behind
- Reconcile every bank and credit card account
- Clear out uncategorized and duplicate transactions
- Fix your chart of accounts so the reports make sense
- Set up your bank and credit card feeds the right way
- Hand back clean financial statements you can actually use
How it works
01
Discovery call
We look at where your books stand and how far behind you are.
02
Diagnostic
We scope the clean-up and give you a clear plan before any work starts.
03
Clean-up
We catch up, reconcile, and correct.
04
Keep it clean
Your bookkeeper stays. If you want, we review the books every month so they stay right.
After the clean-up
Clean books are the starting line, not the finish. Once your numbers are right, you can forecast, plan, and talk to your bank with confidence. That's where our fractional controller and CFO work picks up.