Cloudbook365 › Services › Cleanup and catch-up
Bookkeeping cleanup and catch-up services
Behind on your books? We review every account, fix errors and bring your records up to date, so you can file taxes, apply for funding or start fresh with confidence.
Overview
From messy to reliable
Books fall behind for ordinary reasons: a busy season, a change of software, a bookkeeper who left, or years of doing it yourself. The result is uncategorized transactions, accounts that do not match your statements and numbers you cannot rely on.
We work through your records account by account, reconcile them back to your bank and card statements and document what we changed. Once the books are current, you can move to ongoing monthly bookkeeping.
What is included
01
Account-by-account review
Every bank, card, loan and platform account checked for gaps and errors.
02
Reconciliation to statements
Balances matched to your bank and card statements, month by month.
03
Duplicates and misposted entries
Double-entered and wrongly categorized transactions found and corrected.
04
Uncategorized items cleared
Every transaction given a home in your chart of accounts.
05
Chart of accounts cleanup
A simpler, consistent set of accounts that fits your business.
06
Summary of what we found
A clear record of the issues and the changes we made.
What you can expect
A clean starting point
Current books
Records brought up to date through the latest month.
Tax-ready records
Documentation your accountant or tax preparer can work from.
A reliable baseline
Numbers you can use to make decisions again.
A path forward
A simple way to keep the books current from here on.
Related services
FAQs
Questions, answered
How long does a cleanup take?
It depends on how many months are behind, how many accounts are involved and how many transactions there are. After a short review, we give you a timeline.
What do you need from me?
Bank and card statements, access to or exports from your accounting software, and any platform or payroll reports. We send a checklist at the start.
Can you fix books done by a previous bookkeeper?
Yes. We review what is there, correct it and document the changes.
Will I know the cost before you start?
We review your records first so we can scope the work and give you a quote before the project begins.
Can you catch up more than one year?
Yes. We work through each period in order until the books are current.
Get your books back on track
Book a free consultation and we will tell you what a cleanup would involve.