Bookkeeping Cleanup / Catch-Up

Bookkeeping cleanup and catch-up is for you if your books feel like a tangle of half-finished spreadsheets, random receipts, and bank feeds that never quite add up. I step into the mess with zero judgment and bring order, accuracy, and peace of mind.

I begin with historical data reconciliation. Month by month, I match your bank and credit card activity to what's in your accounting system, fixing missing entries, duplicate transactions, and miscategorized expenses. The goal is simple: your past numbers finally line up with reality.

Next, I organize your financial data into a structure that makes sense for how you actually run your business. That means consistent categories, clear separation of business and personal spending, and organized records that your tax professional can rely on. If you've been handing over a shoebox or a scrambled file each year, this alone is a huge relief.

As I clean things up, I watch for patterns that might be costing you money: recurring charges you've forgotten about, inconsistent income tracking, or expenses that should be capitalized or reclassified. I correct what's off and leave clear notes so you understand what changed and why.

This cleanup work sets the foundation for ongoing monthly bookkeeping if you choose to continue. Once your past is in order, keeping up becomes much easier, and you stop dreading tax time or "money talks" with your spouse, partners, or CPA.

If you know your books are behind and it's weighing on you, this service is your reset button. You don't have to untangle it alone. Schedule a consultation, and I'll walk you through what it would take to bring everything current and give you a clean, trustworthy starting line.