Catch-Up & Clean-Up Bookkeeping
Catch-up and clean-up bookkeeping fixes months or years of backlogged or disorganized financial records, so your books are accurate and ready for tax time. It is for small business owners in Niceville, Valparaiso, and Destin who have fallen behind or whose books have become a mess. Scarlet Ibis reconstructs the missing history and gets you to a clean, current baseline.
What you get
- Reconstructing and reconciling past months or years of transactions
- Fixing miscategorized income and expenses
- Cleaning up QuickBooks so the chart of accounts makes sense
- Matching bank and credit card records to your books
- Producing accurate financial statements once the cleanup is done
- A clean, current baseline your CPA can actually work with
What catch-up and clean-up covers
Catch-up and clean-up bookkeeping covers reconstructing and reconciling past months or years of transactions, fixing miscategorized income and expenses, and cleaning up QuickBooks so the chart of accounts makes sense.
It also includes matching bank and credit card records to your books and producing accurate financial statements once the cleanup is complete.
Why it matters
Messy books cost you at tax time, hide how the business is really doing, and make it hard for your CPA to help you. Getting current gives you a clean baseline and confidence in your numbers.
Getting started
We start with a review of where your books currently stand, whether that is a few months behind or several years of disorganized records. From there we rebuild the history, reconcile every account, and hand you a clean, accurate set of books ready for your CPA.
Questions about catch-up & clean-up bookkeeping
How far behind can my books be before catch-up bookkeeping can help?
There is no cutoff. Whether you are a few months behind or several years of records are disorganized, we start with an assessment of where things stand and build a plan to get current.
Will you fix past mistakes in my QuickBooks file, not just recent months?
Yes. Catch-up and clean-up work covers the full backlog, including fixing miscategorized transactions and cleaning up the chart of accounts, not just the most recent activity.
What do I get once the catch-up is finished?
You get accurate, reconciled books and financial statements covering the full period, plus a clean baseline to keep current going forward.
Is this only for tax season, or can I start anytime?
You can start anytime. Getting current earlier gives you more time to act on what the numbers show, rather than rushing before a filing deadline.
Let's get your books back on track.
Contact Scarlet Ibis Bookkeeping for a free review of where things stand.