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For U.S. businesses

Catch-Up & Clean-Up
Bookkeeping

Months or years behind?

We get your books back in order. Stay current afterward with optional monthly bookkeeping.

  • No hourly billingYour fixed fee, agreed upfront
  • Financial reports you can shareWith your tax preparer
  • No meetings to scheduleEverything handled by email
  • Your own client portalTrack progress and access your reports
Get My Fixed-Fee Quote

2-minute formTell us where your books stand

Smiling small-business owner with arms crossed

Works with the tools you already use

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

Who It’s For

Situations Our Bookkeeping Clean-Up Services Solve

These are the situations our catch-up and clean-up service handles every week, messy QuickBooks files included. If yours looks similar, it is routine work for us.

Small-business owner reviewing bookkeeping records on a tablet

Years Behind, Messy Books, or Both

A few months of catch-up or a multi-year bookkeeping cleanup — we work through it in order and reconcile every account in the agreed scope. Personal expenses mixed in? We untangle those too, working from whatever you have: software, spreadsheets, or a box of receipts.

Selling or Restructuring Your Business

Buyers, partners, and their advisors expect clean, reconciled financials before a sale or restructuring goes through. We get your books in order so the numbers hold up — for the deal and for your own tax preparer.

Applying for a Loan or Financing

Lenders want financials they can trust. We deliver a reconciled P&L and Balance Sheet, organized the way your lender expects to see them.

Received an IRS Notice?

A notice usually means your records need to back up your numbers. We rebuild and reconcile the books so you and your tax professional can respond with accurate figures.

Don’t see your specific situation here? Tell us about it ➔

Your Deliverables

What You’ll Receive

Your complete Tax-Ready Handoff Package:

Reconciled accounts

Profit & Loss statement

Balance Sheet

Clean, categorized records

Ready for your tax preparer

Bookkeeping cleanup only — not tax returns, payroll, or audit. We hand your finished books to your own tax preparer.

Small-business owner wearing glasses and a polka-dot shirt, arms crossed

Profit & Loss

Q1 2026 · Sample

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

Balance Sheet

At March 31, 2026 · Sample

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

Reconciliation Summary

Business checkingReconciled
SavingsReconciled
Credit cardReconciled
Merchant accountReconciled

Sample deliverable — illustrative data

How It Works

How Our Bookkeeping Process Works

Three steps, all by email.

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

    Tell Us Your Situation

    Complete the 2-minute form with a few basics about your business and how far behind the books are. We’ll send a short confirmation email; reply “YES” and we begin our review.

  2. 02

    We Send Your Fixed Quote

    We review what you’ve shared, confirm the scope with you, and may ask for a few documents. Once we have what we need, your fixed-fee quote follows within 1–2 business days. Approve it, and we schedule the work as soon as payment is confirmed.

  3. 03

    Receive Tax-Ready Financials

    Your complete Tax-Ready Handoff Package arrives in your inbox, reconciled and ready to hand to your tax preparer.

Your Client Portal

What Working With Us Looks Like

We do the work; you see all of it. Every engagement includes a private client portal we keep current for you: figures, charts, and tax-ready reports, updated as the work progresses. One link, nothing to install, regardless of the software your books are in.

Progress you can see — every milestone, from documents received to delivered.

Plain-English explanations — tap any figure for a plain-English note.

Tax-ready downloads — P&L and Balance Sheet, one click for your tax preparer.

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 return tax-ready books by email while you run the business.

Get My Quote ➔

Takes 2 minutes · No phone calls

Get Your Fixed-Fee Quote

Tell us where your books stand. Once we have everything we need, we’ll email your free, fixed-fee quote within 1–2 business days, with no obligation and no phone number required.

🔒 Your information is handled securely and only shared with the service providers needed to process your request.

Common Questions

Frequently Asked Questions

Pricing & Scope

How much does catch-up bookkeeping cost?
It depends on three things: how many months you’re behind, how many bank and credit card accounts are involved, and your transaction volume.

We review your situation first, then send you a fixed-fee quote, usually within 1–2 business days. You’ll know the exact cost before any work begins — no hourly billing, and no surprise invoice at the end. If the scope turns out bigger than expected, we’ll agree the revised fee with you before continuing.
I’m multiple years behind. Do I have to pay everything at once?
No — you won’t have to pay it all at once. For multi-year cleanups we can break the project into phases and spread the payments to match, with the exact terms set out in your fixed-fee quote. We work year by year, in order, so the cost is spread rather than billed at once.
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 — You’ll share basic details about your business and backlog, then reply “YES” to a short verification email to confirm your request.
  2. We review your situation — Our team goes through your submission. Because every business is different, we may follow up by email with a few specific questions or request additional documents — bank statements or accounting software access, depending on your books.
  3. You receive a fixed quote — Once we have what we need, your fixed-fee quote arrives within 1–2 business days.
  4. Confirm and pay via Stripe — We schedule the agreed work.
  5. Project complete — You receive your Tax-Ready Handoff Package — clean financials, ready for your tax preparer.
Everything is handled by email, start to finish.
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, everything they need is already prepared.

Software & Timeline

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

We work with QuickBooks Online and other 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.
How long does the cleanup take? Do you offer ongoing bookkeeping?
Most one-year cleanups are completed within 2 to 4 weeks, depending on how quickly we receive your documents.

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 go from messy books to tax-ready in 2–4 weeks.

Start with the 2-minute form. We’ll tell you exactly what we need next.

Fixed fee, agreed upfront. No phone calls or meetings. Secure payment via Stripe. Quote in 1–2 business days.