Service · Financial Cleanup
Financial Cleanup & Catch-Up
If your books have fallen months or years behind, you are not alone—and it is not too late. Financial cleanup brings disorganized, inaccurate, or incomplete records into one clear, current foundation you can actually trust.
What this service includes
Cleanup and catch-up is the work of rebuilding a trustworthy financial picture from wherever your records are today. We meet your books where they are and bring them current.
- Reconstructing books from bank statements, receipts, and whatever records exist
- Reconciling bank, credit card, and merchant accounts
- Cleaning up duplicate, miscategorized, or missing transactions
- Catching up months or years of back bookkeeping
- Resolving account discrepancies and uncleared items
- Organizing documentation so future bookkeeping runs cleanly
Who it is for
Business owners whose books are behind, tangled, or never properly set up. It is especially useful before filing taxes, applying for financing, onboarding a new bookkeeper or accountant, or simply understanding where the business stands after a period of chaos.
What the process looks like
We start with a Financial Clarity Call to understand what you have, what is missing, and what you need the books to do. From there we gather source documents, reconstruct and reconcile accounts in your bookkeeping software, and work through the backlog until your books are current and clean. You receive a clear summary of what we found, what we fixed, and what to watch going forward.
What you receive
- Current, reconciled books you can trust
- A clean starting point for monthly bookkeeping
- Organized records ready for your CPA or tax preparer
- A clear picture of where the business stands today
- Confidence that the foundation is solid before you build on it
Ready for financial clarity?
Book a free, 30-minute Financial Clarity Call with Christina, our founder.