Review the current state of your books
Identify the accounts, time periods, and transactions that need attention, including outdated balances, old accounts receivable or accounts payable, and reports that may not be accurate.
Cleanup & catch-up bookkeeping
Get your books caught up and back on track.
If your QuickBooks Online records have fallen behind, I can help you organize past activity, reconcile accounts, and move forward with a clear picture of your business.
GET A FREE DIAGNOSTIC REVIEWClearer records. Better next steps.
Focused support for getting bookkeeping records organized so you can move forward with confidence.
Two kinds of support
Cleanup corrects what is wrong. Catch-up brings books current.
Bookkeeping cleanup focuses on correcting problems in existing records, while catch-up bookkeeping brings overdue records up to date. Depending on the condition of your books, your project may include both.
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The process
A practical path from behind to organized
Cleanup and catch-up work varies based on the condition of your books, the time period involved, and the work required. I begin by reviewing your QuickBooks Online file to identify issues and determine what needs attention. For larger projects, I discuss the scope of work with you before moving forward.
Organize and reconcile past activity
Correct improperly categorized, duplicate, or missing transactions and reconcile bank and credit-card accounts so QuickBooks balances can be aligned with your records.
Clarify what comes next
Review corrections that affect financial reports, organize the QuickBooks Online file for easier maintenance, and discuss ongoing monthly support when it makes sense.
When cleanup may help
This service may be a fit if…
- Bank or credit-card accounts have not been reconciled, or QuickBooks balances do not match your bank records.
- Months of transactions are uncategorized, duplicated, or missing.
- Financial reports do not appear accurate, including old items sitting in accounts receivable or accounts payable.
- You are unsure whether prior bookkeeping was done correctly or need books caught up before working with your tax professional.
Stay caught up
Cleanup is a strong start. Monthly bookkeeping helps keep it that way.
Once your books are organized, ongoing bookkeeping can help keep records current, reconciled, and easier to maintain. Accurate, organized records can also help prepare information for your tax professional.
Explore monthly bookkeeping packagesReady to get your books moving forward?
Book a free consultation to discuss your bookkeeping situation and the support that makes sense for your business.
GET A FREE DIAGNOSTIC REVIEW