QuickBooks Clean Up & Catch-Up
Months or years of messy books won't fix themselves. Whether you need a one-time QuickBooks set-up and clean up or comprehensive catch-up bookkeeping, our certified experts reconstruct your ledgers and get you 100% tax-ready.
What's Included
- One-time QuickBooks set-up and clean up audit
- Reconciliation of historical bank & credit card statements
- Historical transaction recording and error correction
- Chart of accounts optimization for US tax standards
- CPA-ready historical financial statements
- Seamless transition to ongoing monthly bookkeeping
Who This Is For
How It Works
Assess the Damage
We review your current state — how far behind, what's missing, and what needs fixing.
Rebuild & Reconcile
Our team systematically works through every period, categorizing transactions and reconciling accounts.
Transition to Clean
Once caught up, we transition you to ongoing monthly bookkeeping so you never fall behind again.
Frequently Asked Questions
How far behind can you catch up?
We've cleaned up books that were 3+ years behind. No matter how messy the situation, we can reconstruct accurate records from bank statements and source documents.
How long does catch-up take?
It depends on the volume and complexity. A few months of catch-up typically takes 1-2 weeks. Multiple years may take 4-8 weeks. We'll give you a clear timeline upfront.
Will my catch-up data be accurate enough for taxes?
Absolutely. We reconstruct your books to CPA-ready standards, ensuring every period is accurate and audit-ready.
Ready to Streamline Your Finance Operations?
Let's build a custom plan that fits your business needs perfectly.
Request Your Free Proposal