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Serving businesses nationwide

Catch-Up & Clean-Up
Bookkeeping

Are your books behind, or a mess?

We catch up the backlog, clean up the errors, and get your books back in order.

  • Built for small-⁠business booksAgencies, clinics, restaurants, and more
  • No hourly billingFixed fee upfront, no lock-in
  • Everything by emailNo meetings to schedule
  • Deductions you can claimEvery expense found and categorized
Get My Fixed-Fee Quote
Smiling small-business owner with arms crossed

Works with the tools you already use

Don’t see your tools? We work with most cloud platforms, or directly from spreadsheets, bank statements, and receipts.

Who It’s For

Get Your Books Caught Up, Whatever Shape They’re In

Which of these sounds like you? Each is part of our standard catch-up and clean-up service.

Small-business owner reviewing bookkeeping records on a tablet

Preparing for Tax Season or an Extension Deadline

We start with the year your tax preparer needs most, then any earlier years, including for a business you’ve closed.

Catching Up Months or Years of Bookkeeping

Every account reconciled, whether you’re months or years behind, for one business or several.

Cleaning Up Inaccurate or Incomplete Books

We correct miscategorized transactions, mixed personal expenses, unreconciled accounts, and records left by a previous bookkeeper.

Applying for a Loan or Line of Credit

A reconciled P&L and Balance Sheet, ready to share with your lender.

Businesses We Work With

Agencies & consultants

Client retainers, contractor payments, and software costs, clearly categorized.

Clinics & private practices

Patient payments and insurance deposits reconciled to your bank.

Restaurants & cafés

POS deposits, tips, and delivery-⁠app payouts matched to your bank.

Home services & trades

Materials, customer deposits, and vehicle costs in the right accounts.

Online stores

Shopify, Amazon, and Stripe payouts split into sales, fees, and refunds.

Real estate & rentals

Income and expenses tracked property by property.

Don’t see your type of business? We work with most small businesses.

Your Deliverables

What You’ll Receive

Your complete Year-End Financial Package, tax-ready whether you file yourself or work with a tax preparer.

  • Reconciled accounts
  • Every business expense categorized, so you can claim the deductions you’re entitled to
  • Profit & Loss and Balance Sheet
  • Your QuickBooks Online, Xero, or other cloud accounting file, fully up to date
  • A private client portal to follow progress, review your results, and download your reports
Small-business owner wearing glasses and a polka-dot shirt, arms crossed

Profit & Loss

Q1 2026

Revenue$84,320
Product costs$24,270
Operating expenses$37,610
Net income$22,440

Balance Sheet

At March 31, 2026

Total assets$48,120
Total liabilities$25,680
Owner’s equity$22,440

Reconciliation Summary

Business checkingReconciled
SavingsReconciled
Credit cardReconciled
Merchant accountReconciled

How It Works

Catch-Up and Clean-Up Bookkeeping,
Off Your Plate in 3 Steps

All by email, start to finish.

Small-business owner in a green shirt with arms crossed, looking ahead
  1. 01
    Short form

    Tell Us Your Situation

    Complete the form, then reply “YES” to our confirmation email. It just confirms your email address, so our reply reaches you without delay.

  2. 02
    Within one business day

    We Review Your Request

    We review what you shared, and ask by email only if we need anything else. To see your books, you invite us as a user; you never share a password.

  3. 03
    No obligation

    Get Your Fixed-⁠Fee Quote

    Before you pay anything, you get a written review of your books: what’s in good shape, what needs fixing, and one fixed fee to put it right. Approve and pay, and we schedule the work.

Get My Quote

Your Client Portal

Your Financial Results, Clearly Organized

After you pay, you’ll have your own private client portal. Follow progress there, and when the books are done, your numbers and reports are waiting. Nothing to install, nothing to dig for.

See where your money went Key figures and charts for the period, including revenue, expenses, and net income.

Ready for your tax preparer Download your reports anytime, for your own records or for your tax preparer.

Payments and receipts in one place See your agreed service period, payment history, and receipts anytime.

Small-business owners catching up on bookkeeping with laptops and paperwork in their workshop

The Handoff

Hand It Off. Get Back to Running Your Business.

You didn’t start a business to spend evenings sorting last year’s transactions. Send us the backlog; we reconcile every account and deliver tax-ready books while you focus on your business.

Get My Quote

Short form · All by email

Get My Fixed-Fee Quote

Tell us where your books stand. Once we have everything we need, we’ll email your free, fixed-⁠fee quote within one business day, with no obligation and no phone number required.

  1. 1Your Needs
  2. 2Your Books
  3. 3Your Details

Step 1 of 3 · Your Needs

What would you like help with?

Select all that apply.

Do you have a deadline we should know about?

For example, a tax filing deadline, a loan application, or an IRS notice.

Your information is kept secure and confidential, and shared only with the service providers needed to handle your request. Privacy Policy

Common Questions

Frequently Asked Questions

Pricing & Scope

How much does catch-⁠up bookkeeping cost?
One fixed fee, set for your business and agreed before any work begins. It’s priced fairly for the work your books actually need, with no hourly billing and no surprise invoice at the end.

Here’s how you get your number: fill out the short form, and within one business day we review what you shared and confirm the scope with you. You then receive a written review of your books, covering what’s in good shape and what needs fixing, along with your exact fixed fee. If the scope turns out bigger than expected, we’ll agree on any change with you before continuing.
What’s not included in catch-⁠up bookkeeping?
We focus strictly on bookkeeping cleanup and catch-up. Outside our scope: tax returns, tax advice, audit support or IRS representation, payroll and payroll taxes, and sales tax.

You receive a clean, tax-ready financial package, and your tax preparer (or the right specialist) takes it from there.

Process & Delivery

What happens after I request a quote? What do you need to get started?
Step by step:
  1. Submit the form. Share a few details about your business and backlog, then reply “YES” to our confirmation email so we can verify your email address.
  2. We review your request. We review what you shared and reply within one business day, in the same email thread. If we need anything else, we’ll ask for access to your accounting software or a few recent statements. For access, you invite us as a user in QuickBooks Online or Xero: you never share your password, and you can remove us anytime.
  3. Get your review and fixed-fee quote. You get a written review of your books and one fixed fee, with no obligation to go ahead.
  4. Approve and pay via Stripe. We schedule the agreed work and send your client portal link, where you can follow progress.
  5. Get your Year-End Financial Package. Reconciled books and reports, delivered to your client portal and ready for your tax preparer.
Everything is handled by email, start to finish, and there’s nothing you need to prepare before you reach out.
Do you file my taxes?
No. We focus strictly on bookkeeping cleanup, not tax filing or tax advice.

You get a complete, tax-ready financial package that’s ready to hand off. We work alongside your tax preparer, not instead of them. When tax season comes, your books are already in order.

Software & Timeline

Do I need QuickBooks Online?
No. You don’t need an existing software subscription to get started.

We work with QuickBooks Online, Xero, and most other cloud accounting platforms. If you don’t have accounting software, we can build everything from your bank statements, spreadsheets, or receipts. Either way, you end up with clean books and a clear picture of where your business stands.

One note: we work in cloud-⁠based software only, so we don’t take on QuickBooks Desktop files.
How long does the cleanup take? Do you offer ongoing bookkeeping?
A one-year cleanup typically takes two to four weeks, depending on how quickly we receive your documents. Need it sooner? Tell us your deadline when you request a quote, and we’ll let you know what we can arrange before you commit.

Once you’re caught up, you shouldn’t have to go through this again. Our optional monthly bookkeeping keeps your books current year-round, so next tax season, everything is already done.

Ready When You Are

Most One-Year Cleanups Are Tax-⁠Ready in 2–⁠4 Weeks.

Start with a short form. We’ll tell you exactly what we need next.

Fixed fee, agreed upfront. Everything by email, in writing. Secure payment via Stripe. Reply within one business day.