Bookkeeping Cleanup & Catch-Up Services
If your books have fallen behind or no longer feel reliable, we review, organize, reconcile, and correct them within an agreed scope — for small businesses in Bonita Springs, Naples, and across Southwest Florida, plus remote clients nationwide.
Signs your books need a cleanup
- Your bank accounts have not been reconciled in months
- There is a large pile of uncategorized transactions
- Your Balance Sheet shows numbers you cannot explain
- Prior-year books were never finished
- Personal and business spending are mixed together
- Your tax professional asked for cleaned-up books before filing
Falling behind is common — seasonal businesses, a change in staff, or a busy year is usually all it takes. The goal of a cleanup is not to judge how the books got there, but to get them organized and reliable again.
How the cleanup process generally works
Every set of books is different, so not every cleanup requires every step below. After reviewing your file we tell you which steps your business actually needs.
- Step 01
Review your existing accounting file
We start by looking at what you already have — the file, the date ranges, the accounts connected, and how transactions have been handled so far.
- Step 02
Review the chart of accounts
We check whether your categories match how your business actually operates, and note anything duplicated, unused, or misapplied.
- Step 03
Review transactions and uncategorized activity
Uncategorized income and expenses, suspense accounts, and 'ask my accountant' piles get worked through transaction by transaction.
- Step 04
Reconcile bank and credit card accounts
Each account is reconciled to the statements for the months in scope so the balances in your books match reality.
- Step 05
Identify duplicates, errors, and inconsistencies
Double-entered deposits, missing transactions, personal spending mixed into business accounts, and misclassified transfers are flagged and corrected.
- Step 06
Organize the chart of accounts when necessary
If reporting is unusable because of how the accounts are structured, we reorganize it so your reports answer real questions.
- Step 07
Correct historical bookkeeping issues within the agreed scope
Corrections are made for the periods and accounts included in your quote, and anything outside that scope is discussed with you first.
- Step 08
Review financial reports
We review the Profit & Loss and Balance Sheet for the cleaned-up periods and walk you through what changed.
- Step 09
Prepare organized books for what comes next
Your books are handed off ready for ongoing monthly bookkeeping and for your tax professional.
Cleanup pricing
Custom quote following a review of your books.
Your quote depends on:
- •Transaction volume
- •Number of months or years requiring cleanup
- •Number of bank and credit card accounts
- •Condition of the books
- •Complexity of the business
- •Amount of reconciliation and correction required
Historical cleanup is scoped as a project, not as a simple flat monthly calculation. Ongoing monthly bookkeeping is priced separately — see monthly pricing.
What happens next
- 01Review
We look at your books and current setup.
- 02Quote
You get a written scope and price.
- 03Onboarding
Secure access and document sharing set up.
- 04Bookkeeping
Cleanup completed, then optional monthly service.
Cleanup questions, answered
- What is a bookkeeping cleanup?
- A bookkeeping cleanup is a one-time project to review, organize, reconcile, and correct books that have fallen behind or contain errors. It brings your accounting file to a point where the reports can be trusted and ongoing monthly bookkeeping can begin.
- How far behind can I be?
- We regularly work with businesses that are several months to several years behind. The further back the cleanup goes, the more time it takes — but the process is the same, and the work is scoped and quoted before it begins.
- How much does a bookkeeping cleanup cost?
- Custom quote following a review of your books. Pricing depends on transaction volume, the number of months or years involved, the number of bank and credit card accounts, the condition of the books, complexity, and how much reconciliation and correction is required. Cleanup is not billed as a simple flat monthly amount.
- Do you offer cleanup remotely?
- Yes. Cleanup and catch-up work is fully remote through secure cloud accounting software and document sharing, for Southwest Florida businesses and clients across the United States.
- What happens after the cleanup is finished?
- Most clients move into monthly bookkeeping so the books stay current. If you prefer to keep bookkeeping in-house, we can hand the file back with organized records for your tax professional.
Cleanup across Southwest Florida
Need help catching up your books?
Start with a review. You will know the scope and the price before any work begins.