Service
Nobody plans to fall behind on their books. A busy season hits, a bookkeeper quits, QuickBooks starts producing numbers that cannot be right, and suddenly it has been fourteen months and there is a tax deadline coming. This situation is normal, common, and fixable on a schedule. We diagnose your file, quote one fixed fee in writing, and deliver reconciled, tax-ready books with a clean handoff into monthly service, or back to you if you prefer.
We go through your QuickBooks file and document exactly what is broken: unreconciled accounts, miscategorized transactions, payroll mismatches, balance sheet errors. You get a straight assessment of the damage, without scare tactics or padding.
One number, in writing, for the whole project. Not an hourly estimate that doubles halfway through. If we find something bigger mid-project, we tell you before touching it.
Every transaction categorized, every account reconciled against statements, duplicates removed, the balance sheet corrected, and the file documented so the mess does not grow back. Most projects finish in two to six weeks, depending on how far back the books go.
You end with tax-ready books and a walkthrough of what we fixed. Most cleanup clients roll straight into monthly bookkeeping so they never buy this project twice, but that is your call, not a condition. Bookkeeping Services for Small Businesses
Catch-up work is rarely optional by the time it is urgent: tax deadlines do not move, lenders will not underwrite on missing financials, and every additional month makes the file harder to reconstruct. If a filing date is bearing down on you, say so on the discovery call. We will tell you honestly whether the timeline is achievable and sequence the work so the return can file on time, with the extension handled correctly if needed. Books Not Ready for Tax Season? A Deadline Survival Plan
Cleanup projects are driven by transaction volume, number of accounts, months behind, and whether payroll ran during the gap. The diagnostic tells us; the fixed quote tells you. Full pricing guide with typical ranges by situation: How Much Does Catch-Up Bookkeeping Cost? Honest 2026 Numbers
Questions, answered
No. Falling behind is the most common reason owners seek professional bookkeeping in the first place. The only version worth feeling bad about is staying behind another year.
Sometimes, if the mess is shallow and you have patience for reconciliation work. We publish our full checklist for exactly that purpose: QuickBooks Cleanup Checklist: The 12 Steps That Actually Fix Messy Books . If the balance sheet has accounts nobody can explain, or payroll does not tie to filings, professional help stops being optional.
Founder-led service
Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.
Meet the founderA clear next step