Tax season shouldn’t start with a pile of unreconciled accounts. Our year end bookkeeping cleanup reviews every transaction from the period you’ve fallen behind, corrects miscategorized expenses, and reconciles your bank and credit card accounts so your records match reality. Whether you’re a few months behind or haven’t touched your books all year, we bring everything current in QuickBooks Online or Xero and agree on a clear scope before we begin, so there are no surprises. The result is a clean, organized set of financials your CPA can use right away, and a solid foundation for monthly bookkeeping going forward. One experienced bookkeeper handles the whole cleanup from start to finish.
Messy books usually share the same problems. We find and fix duplicate or missing transactions, uncategorized deposits and expenses, unreconciled bank and credit card accounts, personal and business spending that got mixed together, and invoices or bills that were never matched to payments. Each correction is documented, so your accountant can see exactly what changed and why. If you’re wondering how books end up this way, read about the bookkeeping mistakes small businesses make. Every one of them is fixable, no matter how far behind you are, and a cleanup finally gives you an honest picture of your finances, which makes pricing, hiring, and tax decisions easier.
We start with a free consultation to understand your business and how far behind your books are. Next we review your accounts and agree on a plan and scope. Then we reconcile every bank and credit card account back to your statements, recategorize transactions, and resolve open items, asking you for clarification only when we need it. Finally, we prepare clean financial reports and reconciliation summaries, including a profit and loss statement and a balance sheet, and walk you through what was fixed. We work in secure, cloud-based software, so your data stays protected, and you always know where the work stands.
It depends on how far behind your books are, how many accounts you have, and how complete your records are. After a free consultation and a quick review of your books, Myriam can recommend a scope and give you a clear idea of the timeline before any work starts.
That is exactly what a catch-up is for. We work through the backlog period by period, reconcile each account, and bring everything current so you can move on to regular monthly bookkeeping.
We use secure, view-only access through cloud-based accounting software like QuickBooks Online and Xero, alongside encrypted document sharing, so you keep full control of your accounts.
Yes. We prepare clean, reconciled financial files that your CPA can use at tax time without costly back-and-forth.
Cleanup and catch-up is included in the Primary plan at $1,135 per month for up to 30 hours. Because every set of books is different, we review your records during the free consultation and recommend the plan that fits.
Let’s keep your books clean, your numbers clear, and your business moving forward.