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Catch-up and cleanup bookkeeping

Months or years behind, a tax deadline coming, or a QuickBooks file nobody trusts? Get caught up with every account reconciled, for a fixed project price.

What's included

  • Review of your current books and records
  • Bank and credit card statements gathered and imported
  • Every transaction categorized
  • All accounts reconciled month by month
  • Duplicate and misclassified entries fixed
  • Opening balances corrected
  • Clean financial statements for each period
  • Ready for your tax preparer or lender

Pricing

Fixed project quote

One price for the entire cleanup, set after reviewing your file. You'll know the cost before work starts.

See all pricing →

Who it's for

Business owners who fell behind during a busy season, inherited a messy file from a previous bookkeeper, or need clean numbers for a loan, a tax return, or the sale of a business.

No judgment. Most businesses get behind at some point.

How it works

  1. Assessment

    Lindsey reviews your file and statements to see how far back the work goes.

  2. Fixed quote

    You get one price for the whole project and an expected finish date.

  3. Rebuild and reconcile

    Every month is brought current and reconciled, then you get clean reports.

Catch-Up & Cleanup Bookkeeping questions

How far back can you catch up?

As far as you need, whether that's a few months or several years.

How long does catch-up take?

It depends on how many months are involved and how quickly statements can be gathered. You'll get an expected timeline with your quote.

What happens after I'm caught up?

Many clients move to monthly bookkeeping so it doesn't happen again, but that's up to you.

Catch-Up & Cleanup Bookkeeping for businesses in Greeley · Fort Collins · Grand Junction · Eagle · Salt Lake City and anywhere in Colorado and Utah.

Get your books off your plate.

Book a free 20-minute consultation. Lindsey will look at where your books stand and give you a clear quote.