Behind on your books? Let's find a way forward.
You don't need to tidy up your books before getting in touch. Cleanup catches up and corrects your records so you have reliable numbers again.
Get Help Catching UpStart with a free consultation about where your books stand.
Common starting points
- Months of transactions haven't been recorded.
- Bank or credit card accounts haven't been reconciled.
- Transactions have been put in the wrong categories.
- You've taken over books someone else kept and aren't sure they're right.
What cleanup can deliver
- Missing transactions recorded and incorrect ones corrected
- Bank and credit card accounts reconciled
- A list of anything that couldn't be resolved, and what's needed to resolve it
- Financial reports based on the corrected records
Exactly what's included depends on the scope you agree.
How it works
- 1
Understand the starting point
In your consultation, describe how far behind things are and which accounts are involved.
- 2
Agree on work, price, and timing
The scope of cleanup is confirmed with you before any work starts.
- 3
Complete the cleanup
Casey catches up and corrects the records, and asks you about anything she can't identify.
- 4
Hand over and look ahead
Review the updated books together and discuss whether ongoing monthly bookkeeping makes sense.
What affects the scope
- How many months are behind
- How many accounts need reconciling
- How many transactions there are
- The condition of the existing records
- How complex the business is
Cleanup and onboarding
Every monthly package includes cleanup and setup of your accounting software as part of its one-time onboarding fee. How far back that cleanup goes is confirmed with you before work starts, so there are no surprises.
See onboarding fees by packageCleanup questions
A few things you may be wondering
Ready to catch up?
No judgment — just a practical plan
Start with a free consultation about where your books stand.