Months or years behind? We rebuild and reconcile your books to a clean, lender-ready set of financials — for one fixed fee, with no judgment about how it got this way.
Starting monthly bookkeeping on top of a broken file just documents the mess going forward. If any of these are true, the history has to be rebuilt first.
Every bank, credit card, loan, and merchant account reconciled month by month back to your last clean period — so the balances actually tie to statements.
We rebuild the file itself, not just the numbers. A cleanup that leaves the chart of accounts broken guarantees you'll be back here next year.
Most files we clean up were already being kept by someone. We find what was mis-posted and document what changed and why.
The point of a cleanup isn't tidy data entry — it's usable financials. You leave with statements a CPA can file from and a bank can underwrite.
We look inside the file, count the open months, and tell you exactly what's broken — reconciliations, chart of accounts, payroll, sales tax. No charge and no lecture.
You get one written price for the whole catch-up before any work starts, based on months behind and transaction volume — not an open hourly meter.
We work oldest month forward, reconciling as we go, and send progress updates. Most catch-ups finish in two to four weeks depending on how far back we go.
You get clean statements for every period plus a documented list of corrections for your CPA. From there, monthly bookkeeping keeps it from happening again.
There's no limit we haven't handled. Two months, two years, or a file nobody has touched since the business opened — we reconcile back to the last period that was genuinely clean and rebuild forward from there. Going back further costs more only because there are more months to reconcile, not because it's harder.
Catch-up work is quoted as a fixed fee based on how many months are open and how many transactions run through them per month, not by the hour. A straightforward single-entity file with a few hundred transactions a month costs far less than a multi-entity file with payroll and sales tax issues. You get the full price in writing after the free diagnostic review, before any work begins.
Most catch-up projects finish in two to four weeks once we have bank statement access and prior-year returns. Files with payroll corrections, multiple entities, or missing statements take longer, and we tell you that up front rather than discovering it halfway through.
Read-only or accountant access to QuickBooks Online, statements for every business bank and credit card account covering the open period, your last filed tax return, and payroll reports if you have employees. If statements are missing, we help you pull them from the bank.
They overlap but aren't identical. Catch-up means the months were never recorded at all. Cleanup means transactions are in the file but wrong — miscategorized, duplicated, or never reconciled. Most real projects need both, which is why we scope them together as one fixed-fee engagement.
No. Behind books almost always mean the business was busy growing, not that the owner failed. We've cleaned up files that hadn't been reconciled in three years. We tell you what it takes to fix and we get to work.
Often, yes. Our loan advisory is led by a 40+ year banking veteran, so we know what an underwriter actually opens first. If your timeline is tight, say so on the first call and we'll tell you honestly whether the cleanup can be finished before your application window.
Monthly books, QuickBooks setup, loan prep
What monthly bookkeeping and cleanup cost
Sourced market rates you can compare against
What doing it yourself really costs in hours
Local service area page
What lenders require, step by step
Tell us how to reach you and how far behind you are. We'll review the file and send back a fixed-fee cleanup scope — usually within one business day.