Books Cleanup

A books cleanup (or catch-up bookkeeping) is the process of reviewing and correcting past financial records to ensure accuracy, usually for a specific period (e.g., the last quarter or year).

It involves several key steps:

• Reconciling Accounts: Ensuring bank, credit card, and loan balances in the books match the actual statements.

• Categorizing Transactions: Reviewing and correctly assigning all uncategorized or miscategorized income and expenses.

• Cleaning Up Errors: Correcting duplicate entries, missing transactions, and erroneous journal entries.

• Organizing Historical Data: Ensuring all necessary documentation (invoices, receipts) is properly recorded and filed.

We charge a flat fee for the initial cleanup and a monthly flat fee for ongoing bookkeeping support.