Breathe. We Bookkeep.
Cleanup / Catch-up Bookkeeping
Behind on your books? We bring past months up to date with a defined scope, reconciled accounts, and clean reporting through an agreed cutoff date.
Best starting point when books are messy, behind, or don’t tie out.
Books brought up to dateAccounts reconciled to statementsClean baseline reportingExceptions list + fixes
Typical timeline
3–7 days (1–2 months backlog), longer for larger backlogs
Best for
Teams behind on books, messy ledgers, numbers that don’t tie out
Typical add-ons
Month-end close, reporting pack, budgeting, cash forecasting
Included
What’s included
- Scope confirmation (accounts, months behind, transaction volume)
- Transaction processing and consistent categorization
- Bank and credit card reconciliations through cutoff date
- Exception list (missing info, unclear items) + resolution process
- Month-end close for completed periods (as applicable)
- First clean reporting pack (baseline for ongoing work)
Inputs
What we need from you
- Access to your accounting system (or permission to set one up)
- Bank + credit card statements (or feeds) for the period
- PSP exports (Stripe/PayPal) if used
- Receipt/invoice repository (even if incomplete)
- Confirmation of basic business rules (key categories, projects/departments if needed)
Timeline
Typical timeline
- 1–2 months: 3–7 business days
- 3–6 months: 1–3 weeks
- 12+ months: fixed plan after a Paid Diagnostic
Output
Deliverables
- Reconciled books through cutoff date
- Reconciliation reports per account
- Monthly reporting pack (P&L, Balance Sheet where applicable, cash movement summary)
- Prioritized list of fixes and process improvements
Start
Ready to clean it up?
Get a scope and timeline
Send a short summary of months behind, number of accounts, and whether you use Stripe/PayPal.