Bookkeeping Cleanup & Catchup

Pro

Karen Hernandez

Contact for pricing

About this service

Summary

Behind on your books? I specialize in cleaning up messy finances for solopreneurs and small business owners who’ve fallen behind. Whether you're 3 months or 2 years behind, I’ll untangle the chaos and deliver accurate, tax-ready books—fast, without judgment.

Process

1.      Initial Review – We’ll meet to discuss how far behind you are and what systems you’ve used.
2.      Access & Info Gathering – I’ll request access to your accounting software, statements, and any other relevant documents.
3.      Catch-Up Work Begins – I’ll reconcile accounts, clean up transactions, and reclassify expenses where needed.
4.      Progress Updates – You’ll get updates weekly as I work through your books.
5.      Final Delivery – You’ll receive clean financial reports and a CPA-ready package.
6.      Optional Advisory Session – I’ll walk you through your numbers and highlight opportunities for better financial habits.

FAQs

  • What if I haven’t touched my books in over a year?

    No problem. I can handle multi-year cleanup projects—just let me know your timeline and we’ll create a plan.

  • Will you work directly with my CPA?

    Yes, I can coordinate with your CPA to ensure they have everything they need for tax prep or filing.

  • Can you move me to a new accounting system during cleanup?

    Definitely! If your current software isn’t serving you, we can use this cleanup as a chance to migrate and start fresh.

  • How fast can you finish?

    Most projects are completed in 1–4 weeks depending on the volume of work and responsiveness for info access.

What's included

  • What’s Included

    - Reconciliation of all bank, credit card, and loan accounts - Reclassification of transactions for tax readiness - Organized Chart of Accounts and vendor/customer cleanup - Catch-up bookkeeping for up to 12 months - Preparation of clean financials for CPA/tax filing - Final review and summary of key insights and red flags

Skills and tools

Accountant

Auditor

Bookkeeper

FreshBooks

FreshBooks

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Tvori

Tvori

Xero

Xero

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