Cleanup & Catch-Up
Sacramento-based • Serving small businesses remotely throughout California
Behind on your books? You don’t have to sort it out alone. We help bring unfinished or inconsistent QuickBooks Online records to a clear, current starting point.
We’ll review where things stand, explain what needs attention, and map out the work before moving forward.
When Your Books Need Attention
Cleanup may be the right starting point if you have:
Months of unrecorded or uncategorized activity
Bank or credit card accounts that have not been reconciled
Duplicate, missing, or miscategorized transactions
Balances or reports that do not look right
A backlog to address before monthly bookkeeping begins
There’s no need to have everything organized before you reach out.
From Backlog to Current
1. Review the starting point
We assess your existing records, missing months, and account activity.
2. Agree on the work
You receive a defined scope and a clear, fixed project quote before work begins, based on the scope and condition of your books.
3. Work through the details
We catch up transactions, reconcile accounts, and resolve bookkeeping issues with your input and supporting records.
What to Have Ready
Available bank and credit card statements, access to your QuickBooks Online books, and any supporting records help us understand the work.
We’ll explain what is needed after the initial conversation. Please use the consultation form for a general overview rather than sending passwords or financial documents.
Individually quoted
Cleanup and catch-up work is quoted separately from ongoing monthly bookkeeping. Your fixed project quote reflects the scope and condition of your books; timing depends on the backlog and available records.
A Fresh Start That Lasts
Once your books are current, ongoing monthly bookkeeping can help you stay that way. We’ll discuss the transition and a monthly quote as part of planning your next steps.
Our work is focused on bookkeeping in QuickBooks Online. Tax preparation, tax advice, and filing remain with your qualified tax professional.
Tell us what’s fallen behind. We’ll start with a conversation.
Ready to Get Your Bookkeeping on Track?
Complimentary consultation • No obligation • Serving businesses throughout California
Whether your books are current, behind, or you’re simply ready to stop managing them yourself, let’s start with a conversation about your business.