Cleanup and catch up
Cleanup and catch up bookkeeping
Behind on your books? You're not alone, and it's completely fixable. I'll get your records accurate, reconciled, and ready for tax season, without any judgment.
Catch up bookkeeping records months or years of missing transactions, and cleanup bookkeeping fixes books that were done incorrectly. Stark Bookkeeping Solutions does both in QuickBooks Online: reviewing the file, correcting miscategorized and duplicate entries, reconciling every account back to its statements, and delivering accurate, tax ready books. Cleanup work is quoted as a project after a review.
What's included
- A full review of your current QuickBooks file or records
- Catching up missing months or years of transactions
- Fixing duplicates and miscategorized transactions
- Reconciling every account back to its bank statements
- Cleaning up old uncleared items and opening balance problems
- Organizing your chart of accounts
- Tax ready reports for your CPA
How books get behind
Usually it's a good problem: the business got busy. Sometimes a previous bookkeeper left, the software changed, or the bank feed quietly disconnected months ago.
However it happened, the fix is the same. We start from your real bank statements and rebuild from there, month by month, until everything ties out.
How a cleanup project works
- Review: I look at your QuickBooks file (or your statements, if there isn't one) to see how far behind things are and what needs fixing.
- Quote: You get a clear project quote and a realistic timeline before any work starts.
- Gather: You send bank and credit card statements for the months in question. I'll give you a simple checklist.
- Clean up: I catch up transactions, fix errors, and reconcile each month in order.
- Hand off: You get accurate reports, and we can roll right into monthly bookkeeping so you never fall behind again.
Common things I fix
- Transfers between accounts counted as income
- Owner draws and personal expenses mixed into business expenses
- Loan payments recorded entirely as an expense
- Duplicate transactions from bank feeds and manual entries
- Reconciliations that were "forced" to match
- Undeposited funds that never cleared
Tax deadline coming up? Let me know right away. I'll tell you honestly what can be done in time, and we'll prioritize the months your CPA needs first.
Questions I get a lot
What is catch up bookkeeping?
Catch up bookkeeping is recording all the transactions for months or years that were never entered, then reconciling each account so the books are accurate. It's for businesses that fell behind and need their records brought current.
How much does bookkeeping cleanup cost?
Cleanup is priced as a project because every situation is different. The cost depends on how many months are involved, how many accounts you have, and how much needs fixing. After a quick review I'll give you a clear quote before any work begins.
How long does a bookkeeping cleanup take?
It depends on how far behind the books are and how quickly statements come in. A few months can often be caught up quickly, while a year or more takes longer. You'll get a realistic timeline with your quote.
What if I don't have QuickBooks at all?
That's fine. I can set up a new QuickBooks Online file and build your books from your bank and credit card statements.
Will I get in trouble for being behind?
Being behind on bookkeeping isn't illegal on its own, and it's very common. The important part is getting accurate records in place before you or your CPA files. If you have tax deadlines coming, reach out sooner rather than later.
Other services
Monthly Bookkeeping and Reconciliation
Every transaction categorized and every bank and credit card account reconciled, every single month.
Learn moreAccounts Receivable and Accounts Payable
Invoices sent and payments recorded, bills entered with their due dates, so you always know what's owed.
Learn morePayroll Processing and Reporting
Accurate payroll for your team, recorded correctly in your books, from a certified QuickBooks Payroll ProAdvisor.
Learn moreMonthly Financial Reporting
Simple, readable reports every month so you know what you made, what you spent, and where your cash went.
Learn moreQuickBooks Online Setup
New to QuickBooks Online, or switching from something else? I set up your file the right way from day one.
Learn moreSay hello
Ready to finally get caught up?
Text, call, or email. Whatever is easiest for you. Tell me a little about your business and I'll take it from there.
Prefer a form? Send a message here. ยท (615) 962-1246 (call or text)