Bookkeeping Cleanup
Behind on your books? We rebuild them into something you can trust.
It happens to good businesses: a busy season, a change in staff or simply too much on the owner’s plate. Months turn into years, and the books stop telling the truth.
Bookkeeping Cleanup brings your records current without judgment. We gather statements, reconcile accounts, correct categories and deliver a clean starting point for taxes, funding conversations and ongoing bookkeeping.
The details, handled.
Scope assessment
We review which months and accounts need attention and give you a clear plan before starting.
Statement collection
A checklist of bank, card and loan statements needed to rebuild the period.
Reconciliation and recategorization
Reconcile in-scope accounts to their statements and classify transactions consistently.
Personal and business separation
Identification of mixed transactions so business records stand on their own.
Clean-period reports
Financial statements for the cleaned-up period, ready for tax preparation or lender conversations.
Who this serves.
- Businesses one or more years behind
- Owners facing a tax deadline with incomplete records
- Companies switching bookkeepers or software
- Businesses preparing for funding conversations
Our process.
Bookkeeping Cleanup questions.
How long does a cleanup take?
It depends on the number of months, accounts and transaction volume, and how quickly statements are available. We give you a realistic estimate after reviewing your scope.
What if I am missing receipts?
Bank and card statements are the starting point. We will help you identify which items most need support and organize what you have.
Related services
Talk with us about bookkeeping cleanup.
A free, no-pressure consultation to understand your business and what you need. Personal attention from the first conversation.