Bookkeeping Cleanup & Catchup
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About this service
Summary
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
