Catch-up & Clean-up
Bookkeeping

Behind on your books or dealing with inaccurate financial records? We bring your books up to date, correct historical errors, and restore accurate, reliable financial records.

Get Your Books Back on Track

Catch-up vs. Clean-up

Whether you are months behind or your records are messy, we have the right approach.

Catch-up

Bring Your Books Current

  • Record missing or backlogged transactions
  • Categorize historical transactions
  • Reconcile overdue accounts
  • Bring your books up to date

Clean-up

Fix What’s Wrong

  • Correct miscategorized transactions
  • Remove duplicate or incorrect entries
  • Resolve reconciliation discrepancies
  • Correct historical bookkeeping errors

Who Needs This Service?

If any of these sound familiar, it's time for a cleanup.

  • Books are months or years behind
  • Previous bookkeeping contains errors
  • Switching from another bookkeeper
  • Preparing for tax filing
  • CPA has identified bookkeeping issues
  • QuickBooks/Xero file is messy or inaccurate

What We Fix

We dig deep to resolve complex accounting issues.

Bank & Credit Cards

Reconciliation discrepancies, missing & duplicate transactions.

Transaction Errors

Misclassification, uncategorized & incorrect entries.

Balance Sheet Issues

Loans, owner transactions, opening balances & outstanding items.

Payment Accounts

Payment processor, transfers, deposits & clearing issues.

Our Catch-up & Clean-up Process

A structured approach to restoring your financial health.

01

Assess

Review the books, identify the backlog, and determine the cleanup scope.

02

Reconstruct

Restore missing transactions and historical records.

03

Correct

Fix errors, categorize transactions, and resolve discrepancies.

04

Reconcile

Reconcile accounts and verify accurate ending balances.

05

Review

Review financial statements and ensure the books are ready.

Common Challenges We Handle

No matter how complicated, we have seen it and fixed it before.

  • Missing bank or credit card statements
  • Previous bookkeeping errors
  • Incomplete historical records
  • Complex loans and owner transactions
  • Broken or disconnected bank feeds
  • Payment processor discrepancies
  • Multiple years of bookkeeping backlog
  • Difficult reconciliation issues
"We don't just make the numbers balance—we investigate why they don't."

The Transformation

See the difference professional cleanup makes.

Before Cleanup

  • Books are behind
  • Accounts are unreconciled
  • Transactions are miscategorized
  • Historical errors remain
  • Financial reports are unreliable

After Cleanup

  • Books are up to date
  • Accounts are reconciled
  • Transactions are properly categorized
  • Historical errors are corrected
  • Financial reports are reliable

Ready for Tax & CPA Review

Avoid tax season stress with clean records.

  • Clean & reconciled books
  • Accurate financial statements
  • Organized historical records
  • CPA/Tax Preparer-ready financials

From Messy to Reliable

After our cleanup, you'll have:

  • Accurate and organized books
  • Reliable financial reports
  • Better visibility into your finances
  • Books ready for CPA review

Get Your Books Back on Track

Let Accounting Touch turn your outdated or inaccurate books into clean, reliable financial records.

Get Started Now