Cleanup and catch-up
Cleanup bookkeeping for a fresh start.
Cleanup and catch-up bookkeeping for Miami and remote businesses with overdue reconciliations, inconsistent records, or unresolved balances.
What cleanup can address
- Months of unreconciled accounts
- Duplicate or misclassified transactions
- Unexplained balance-sheet amounts
- Disorganized charts of accounts
- Incomplete documentation and handoffs
- Books that are not ready for a CPA
A practical starting point
Understand the backlog before tackling it.
Catch-up work brings unrecorded periods up to date. Cleanup addresses problems in existing records, such as duplicates, misclassifications, or balances that do not reconcile. Your business may need one or both.
We begin by identifying the affected periods and accounts, available statements, and any known issues. That review helps define priorities and a realistic scope.
For help specific to your accounting system, see QuickBooks setup and management.
What to have ready
For the first conversation, know roughly how many months are behind, which bookkeeping system you use, and whether you have a CPA deadline. We will discuss appropriate access and document sharing after the initial inquiry.
Once the agreed work is complete, we can discuss monthly bookkeeping to help prevent the backlog from returning.
Planning your cleanup
Timing, deadlines, and ongoing support
How long will cleanup take?
Timing depends on the number of periods, transaction volume, quality of the existing records, and availability of supporting documents. We need to understand those details before estimating a schedule.
Can you prepare my records for my CPA?
We can help organize and reconcile the books and coordinate questions with your tax professional. Let us know any deadlines when you first contact us.
Do I have to sign up for monthly bookkeeping?
You can ask about cleanup as a focused project. Ongoing support is a separate scope to discuss based on your needs.
Your next step
Ready to tackle the backlog?
Tell us how far behind the records are and whether you have a deadline.