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Recovery

Catch-up & Clean-up Bookkeeping

Months or years behind? We rebuild your books quickly and accurately.

Hands working through a stack of paper records with a pen

Getting current again

Falling behind on bookkeeping happens to good businesses. Whether you have twelve months of untouched bank feeds or a set of books that no longer balance, we take a fixed-scope, fixed-fee approach to getting you current.

  • Full reconstruction from bank and credit card statements
  • Duplicate, miscoded, and uncategorized transaction cleanup
  • Opening balance and retained earnings corrections
  • Reconciliation of every account back to source documents
  • Handoff to monthly bookkeeping, or to your tax preparer

What to expect

After a free review of your file, we quote a flat fee and a completion date. Most catch-up projects covering a single year are complete within three weeks. You'll receive a summary memo of everything that was corrected so your CPA has a clear trail.

Clean books, delivered every month

Hand off the bookkeeping to a team that specializes in it, and get your evenings back.

Two colleagues reviewing financial statements at a desk