“Don has been handling my bookkeeping for the past 4 years, and I couldn’t be happier with his work. He’s extremely knowledgeable, reliable, and always keeps everything organized and up to date. His attention to detail…”
Catch-Up & Cleanup Bookkeeping
Months or years behind? We rebuild your books from the bank statements up and get you current, accurate and tax-ready.
Falling behind on the books is common. A busy season, a software change, a bookkeeper who left, or a shoebox of receipts that never got entered, and suddenly you are a year behind with a tax deadline coming. The fix is a methodical rebuild, not a panic.
We start from source documents: bank and credit card statements, invoices, payroll reports and loan statements. Every transaction gets entered and categorized, every account gets reconciled to the statement, and errors in the existing file get corrected rather than buried.
When the catch-up is finished you get a clean, reconciled set of books and the financial statements your tax preparer needs. Most clients then move onto a monthly plan so the books never fall behind again.
What is included
- Rebuilding books from bank and credit card statements
- Correcting miscategorized and duplicate transactions
- Reconciling every account for every period
- Cleaning up QuickBooks files with years of errors
- Producing prior-year financial statements for tax filing
- Transition to an ongoing monthly plan
Available nationwide
Catch-Up & Cleanup Bookkeeping is handled remotely through secure, read-only connections to your bank feeds and accounting software, so it works the same whether you are in Cherry Hill or California. Clients in South Jersey and Philadelphia can also meet in person.
Catch-Up & Cleanup Bookkeeping questions
How far behind can my books be?
There is no limit. We have rebuilt multiple years of books from statements. The further behind you are, the more important it is to start now.
What documents do you need?
Bank and credit card statements for every period, plus any invoices, payroll reports, loan statements and receipts you have. Missing pieces can usually be pulled from your bank's online portal.
Will I still be able to file my taxes on time?
If you reach out before the deadline, usually yes. If the deadline has already passed, we get the books done so your return can be filed as soon as possible.
How it starts
- Quick discovery call
Fifteen minutes on what your business does, what software you use, and where the books stand today.
- Secure connection
We connect to your bank feeds and accounting software with read-only access. No paper shuffling.
- Catch-up if needed
If the books are behind, we bring them current and reconciled before anything else.
- Monthly rhythm
Each month you get reconciled books, clear reports, and a short note on what changed.
“Donovan has filed our taxes the past 2 years and has always done a great job. He has strong attention to detail and is extremely personable. I would recommend him to anybody seeking assistance in finances”
“The feedback, advisory, and guidance was not only needed but a blessing. He makes things that seem impossible plain. He’s passionate about what he does, and he walks with you in the process. Very much recommend for…”
Related
Often paired with catch-up & cleanup
QuickBooks Setup & Cleanup
New QuickBooks file set up correctly from day one, or an existing file cleaned up so the numbers can be trusted again.
Learn more →Payroll Services
Employees and contractors paid accurately and on time, with payroll taxes and filings handled or coordinated for you.
Learn more →Sales Tax Tracking & Filing
Sales tax collected, tracked and filed on time in every state where you are required to file.
Learn more →Ready to hand off catch-up & cleanup?
A fifteen-minute call tells you what it would take. Free, no obligation.
