Catch-Up Bookkeeping
Get your books back on track. We diagnose the issues, clean up past transactions, and establish a solid foundation moving forward.
How It Happens
Nobody sets out to let their books fall behind. You start the year with good intentions, then a busy season hits. You tell yourself you will catch up next month. Next month turns into six months. Six months becomes a year or more. Now the pile is so big you don’t even know where to start.
Maybe you switched accounting software and the migration didn’t go well. Maybe your previous bookkeeper left things in worse shape than you realized. Maybe you’ve just been too focused on running the business to deal with the paperwork. Whatever the reason, you are not alone. We see this constantly.
The Growing Pile
The Growing Pile
Bank statements stack up. Receipts get lost in email folders and desk drawers. Transactions sit uncategorized in your accounting software. The longer it goes, the harder it becomes to piece together what actually happened during those months.
The Real Cost
The Real Cost
Behind books create problems beyond just stress. You can’t file accurate taxes. You don’t know if you’re profitable. You can’t get a business loan because lenders want financial statements. Every month of delay makes the eventual cleanup more expensive and more complicated.
The Cleanup Process
We start by assessing the situation. How many months are behind? What software are you using? What records do you have? Some cleanups take a few days. Others take weeks. We give you an honest scope and timeline before any work begins so there are no surprises.
Then we work through it systematically. We gather bank statements, credit card records, and any documentation you can provide. We reconcile accounts, categorize transactions, and fix errors. We don’t just dump everything into a miscellaneous category and call it done. We actually figure out what happened.
Bank Reconciliation
Bank Reconciliation
Every bank account and credit card gets reconciled month by month. This is the foundation. If the bank reconciliation is wrong, nothing else in the books can be trusted. We match every transaction and identify anything missing or duplicated.
Transaction Cleanup
Transaction Cleanup
We review and properly categorize transactions so your income and expenses reflect reality. Vendor names get cleaned up. Personal expenses get separated from business expenses. Transfers between accounts get handled correctly so your reports make sense.
After the Cleanup
When we finish, you have accurate financial records you can actually use. Your profit and loss statement shows what you really made and spent. Your balance sheet reflects your true financial position. You can hand these reports to your CPA at tax time without embarrassment or explanation.
More importantly, you have a clean starting point. Many clients move into our ongoing bookkeeping service after a cleanup so they never fall behind again. Others take over themselves with the confidence that they’re building on a solid foundation instead of a mess.
Tax Ready
Tax Ready
CPAs charge more when they have to work with incomplete or inaccurate books. Clean records mean faster tax prep, lower accounting fees, and confidence that you’re not overpaying or underreporting. If you’ve been avoiding filing because your books were a disaster, that roadblock is gone.
Fresh Start
Fresh Start
There’s a real mental weight that comes with knowing your books are behind. Once the cleanup is done, that weight lifts. You can make decisions based on actual numbers. You can focus on growing the business instead of dreading the accounting mess waiting for you.
Full-Service Bookkeeping for Greater Phoenix
The Next Step:
A Quick Conversation
Tell us about your situation. We'll listen, ask a few questions, and give you a clear price to handle the work.