Catch-Up & Cleanup Bookkeeping in Arizona

Falling behind on bookkeeping is common. A busy season, a bookkeeper who left, or QuickBooks set up the wrong way, and suddenly months or years of transactions are uncategorized or wrong.

Our catch-up and cleanup service brings your books current and makes them accurate. We enter missing months, fix miscategorized and duplicate transactions, correct opening balances and reconcile every account back to the bank statements, so your books are ready for your tax preparer, your lender or your own decisions.

What's included

• A review of where your books stand and a written plan to fix them
• Entering every missing month of transactions
• Reconciling each bank, credit card and loan account to its statements
• Fixing duplicate, uncategorized and miscategorized transactions
• Correcting opening balances and prior-year carryover
• Clean reports for your CPA or tax preparer when we're done

How it works

1. Assessment. On a free call we review your QuickBooks file and statements and quote the project up front.
2. Gather statements. You send bank and credit card statements for the months we need. We give you a simple checklist.
3. Catch up and reconcile. We work month by month until every account reconciles and the history is correct.
4. Hand-off. You get clean financials and reports. From there you can move to monthly bookkeeping or keep going on your own.

Who it's for

Anyone facing a tax deadline, a loan or lease application, a sale of the business, or simply a QuickBooks file nobody trusts anymore. We work with businesses that are a few months behind and those that are several years behind.

More than a bookkeeper

We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.

Frequently asked questions

How far back can you catch up?

As far as you need, as long as bank and credit card statements are available. Multi-year cleanups are common.

How is a cleanup priced?

It's quoted as a project after we review your file, based on how many months and accounts need work, so you know the cost before we start.

Can you work with my CPA?

Yes. When we're done we send your CPA or tax preparer the reports they need, and we can answer their questions directly.

Related services

We serve small businesses across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.