Catch-Up & Cleanup
Behind on the books, or inherited a mess? I rebuild your ledger, reconcile every account, and get you current — calmly.
A clean, reconciled history you can trust — usually current within 2–4 weeks.
This is for you if…
- Months (or years) behind
- Books never matched the bank
- A previous bookkeeper left a mess
- A CPA is asking for clean records
- You are about to raise or sell
What’s included
- Full diagnostic of your current books
- Reconcile every bank & card account
- Re-categorize and fix prior periods
- Clean opening balances
- A tidy, reconciled set of statements
- Hand-off to monthly bookkeeping
Common questions
Monthly bookkeeping starts at $450/mo and scales with your transaction volume and number of accounts. Cleanup is project-based (from $90 per month of books), and software setup is a one-time fee from $600. You always get a clear, written quote after a quick review of your books — no surprise hourly invoices. Prices shown are illustrative for this template.
Yes — this is one of my favorite things to do, and it’s always fixable. I start with a free diagnostic, scope the cleanup by how many months are behind, reconcile every account, fix categorizations, and set clean opening balances. Most cleanups land you fully current within two to four weeks, then roll into a smooth monthly rhythm.