QuickBooks cleanup and catch-up bookkeeping
Behind on your books — or inherited a mess from a previous bookkeeper or a broken WooCommerce sync? Work backwards through the backlog, reconcile each period, and get current.
Book a Free 15-Minute ConsultationSigns your books need a cleanup
- Bank accounts haven’t been reconciled in months
- Transactions are sitting uncategorized or miscategorized
- You’re not confident your reports reflect reality
- Tax season is approaching and your books aren’t ready
- You’re switching bookkeepers and need a clean handoff point
What a cleanup covers
Bring books fully current
Every month of backlog brought up to date, not just the most recent period.
Fix uncategorized transactions
Every transaction reviewed and properly categorized — no more guesswork in your reports.
Deliver reconciled reports
A clean profit & loss and balance sheet you can actually trust, covering the full backlog period.
Billed by month of backlog
Cleanup & Catch-Up
Exact scope is confirmed during your free consultation, once the state of your books has been reviewed. See the full pricing page for other services.
Book a Free 15-Minute ConsultationCleanup & catch-up questions
What happens after the cleanup is done?
Most clients move directly into Monthly Bookkeeping from there, so the books stay current going forward instead of falling behind again.
How far behind can my books be?
There’s no real limit — whether it’s 3 months or 3 years, the process is the same, just scaled to the backlog.
Do I need to already have QuickBooks Online?
Not necessarily — if you’re on desktop software or spreadsheets, QuickBooks Online can be set up as part of the cleanup.
Is my financial data safe?
Yes — see the full Security & Confidentiality page for how your data is handled.
Ready to get your books current?
Start with a free 15-minute assessment — no obligation.