QuickBooks Cleanup & Catch-Up

Behind on Your Books? Let's Catch Up.

Whether you're a few months behind or dealing with a larger backlog of unfinished bookkeeping, we can help get your books organized, reconciled and up to date.

Book a Free Consultation
Organized accounting workspace with laptop and financial records
What We Handle

We Can Help With:

No matter how far behind your books are, we've seen it before. Here's what we commonly address during a cleanup or catch-up engagement.

Unposted or uncategorized transactions
Bank and credit card reconciliations
Duplicate or incorrectly recorded transactions
GST/HST bookkeeping cleanup
Catch-up bookkeeping
Multiple bank and credit card accounts
Preparing bookkeeping records for year-end
Getting the books ready for corporate tax filing
The Process

How It Works

A straightforward, four-step process designed to get your books back in order with minimal disruption to your day.

01

We Review Your Books

We assess your QuickBooks file and determine what needs to be cleaned up or brought up to date.

02

We Provide a Quote

Every cleanup is different. We provide a quote based on the volume and complexity of the work before we begin.

03

We Clean It Up

We categorize transactions, reconcile accounts and identify outstanding bookkeeping issues.

04

Stay Caught Up

Once the cleanup is complete, you can continue with our ongoing bookkeeping services or take your updated books forward.

Pricing

Every Cleanup Is Different

Cleanup and catch-up projects vary depending on transaction volume, number of accounts, the length of the backlog, and overall complexity. We review your file first and provide a clear quote before any work begins — so there are no surprises.

Ready to Get Caught Up?

Don't let months of unfinished bookkeeping continue to pile up. Let's get your books organized and bring your accounting back up to date.

Book a Free Consultation