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Service 02

Behind on your books? We’ll get them current.

Months — or years — of backlogged, messy, or disorganized books rebuilt and reconciled, so you’re ready for tax filing, audits, or funding.

What’s included

Exactly what we handle.

  • Full review of existing records and identification of gaps or errors
  • Reconstruction of missing transactions and categorization
  • Reconciliation of every bank and credit card account, month by month
  • Correction of miscategorized or duplicate entries
  • A clean, audit-ready set of books at the end of the engagement

Why it matters

Falling behind on bookkeeping is common — but it compounds. Tax deadlines, loan applications, and investor due diligence all require accurate historical books, not just current ones.

Who this is for

Business owners who haven’t reconciled in months (or longer) and need their books brought current before filing, applying for financing, or handing off to an ongoing bookkeeper.

Platforms we use

QuickBooks OnlineXeroZoho BooksWaveGustoADPPaychexbill.comJobbersRampFathomPower BICubeSOS InventoryCin7A2XExpensifyOracle NetSuiteSageMelioWiseStripeTurboTaxH&R Block
How it works

Getting started is simple.

Step 1

We assess the backlog

How far behind things are, and what condition the existing records are in.

Step 2

We rebuild month by month

Reconciling and correcting records period by period until everything is current.

Step 3

We hand off clean books

Ready for tax filing, and optionally transitioned into ongoing monthly bookkeeping.

Ready to get started with catch-up & cleanup?

Send a message and we’ll get back to you to talk through what you need.

Get in touch