Services / Catch-up and cleanup
Catch-up and cleanup
We reconstruct missing months from bank and card statements, fix miscategorized entries and reconcile every account, then hand you books you can trust.
Sound familiar?
Months have slipped by, the records are a mess and you are avoiding it because it feels too big.
What it looks like instead
Every account reconciled, every month rebuilt and a clear starting point you can keep up from.
What is included
- Review of existing books and statements
- Reconstruction of missing periods
- Reconciliation of every bank and card account
- Correction of miscategorized transactions
- A written list of open questions for you to answer
Who it is for
- Owners who stopped keeping up with the books
- Businesses preparing for a loan, sale or audit
- New clients inheriting messy records
Three simple steps to books you can trust
Step 1
Book a free call
Thirty minutes about your business and what is bothering you. We tell you honestly what you need and what you do not.
Step 2
Agree the plan
You get a written scope and a fixed fee. We connect your accounts securely and bring over what already exists, usually within about a week.
Step 3
We take it from here
We close your books, send your reports and flag anything unusual. Tax and payroll deadlines go on our calendar, not yours.
Questions about catch-up and cleanup
It depends on volume and how complete your statements are. We give a fixed quote and timeline after reviewing a sample.
Read-only access to bank and card accounts or statements, plus answers to a short list of questions about unclear transactions.
Often paired with
Ready to know exactly where you stand?
Book a free 30-minute call. You talk, we listen, and you leave knowing exactly what to do next.