CLEANUP & CATCH-UP BOOKKEEPING
QuickBooks Online cleanup
Behind on your books? We offer remote cleanup and catch-up bookkeeping for small businesses nationwide. Every project starts with a review and a separate scope and quote.
Catch-up or cleanup?
Catch-up brings missing periods up to date. Cleanup addresses issues in existing records, such as unclear categories or unreconciled balances. Your initial review identifies whether you need one or both.
What we review
- Periods needing attention and your QuickBooks Online setup
- Accounts and approximate transaction volume
- Available records and bookkeeping questions
- Specialized needs affecting project fit
Your written proposal defines periods, accounts, work, timing, fees, deliverables and reports. Depending on the review, work may include historical categorization, reconciliation or resolving existing bookkeeping issues.
How we get started
Start with a general inquiry. We discuss your needs, arrange an authorized records review and quote the work. Timing depends on scope and available records. Secure access and onboarding follow the engagement.
Share any deadline; timing is confirmed only after review. We discuss additional work or fee changes before starting it.
After cleanup
For ongoing support, explore monthly QuickBooks Online bookkeeping services. A separate plan defines ongoing accounts, transaction volume, reporting and fees.
Cleanup and catch-up are bookkeeping services. Tax preparation, tax advice and filing services are outside this work. Any reports provide no audit or review assurance or tax opinion.
Prepare for your review
Ready to catch up?
Tell us which periods need help. Do not send bank statements, tax documents, account numbers, credentials or other confidential financial information.