Catch-Up & Clean-Up Services

Catch-Up & Clean-Up Services are built for the moments when you look at your books and think, "I don't even know where to start." Whether you are a few months behind or several years out of date, I step in calmly, sort through the mess, and bring everything current without judgment.

I begin with an in-depth review of your existing records, bank and credit card statements, and any spreadsheets you have been using. I identify gaps, duplicate entries, and miscategorized transactions, then reconcile your accounts so your balances finally match reality. Discrepancies between your books and your statements are researched and resolved, not just forced to balance.

As I work through the backlog, I organize your activity into clear, accurate periods so your tax professional can file with confidence and you can see exactly how your business has truly been performing. If I find red flags, such as missed expenses, unrecorded deposits, or patterns that might cause audit questions, I flag them for you with plain-language explanations.

By the time I am done, you move from "I hope this is right" to clean, current records that make sense. You regain control over your numbers, you stop dreading email requests from your accountant, and you can finally move forward with reliable data. This is a great fit if you are embarrassed about how behind things are; I bring experience and structure, not criticism, so you can get a fresh financial start.