Bookkeeping Clean-Up & Catch-Up
Project-based. For businesses requiring structured correction of historical records before resuming compliant operations. • Fixed-fee engagements • Scope determined following file review • Typical investment range: 2,000–7,000 Clean-up engagements do not include ongoing support unless separately contracted.
Our Catch-up or Clean-up Bookkeeping Services Process Includes:
Professional Assessment:
Thorough review and evaluation of your current bookkeeping status, identifying gaps and problem areas
Detailed Findings Report:
Comprehensive documentation of issues discovered with clear, actionable recommendations
Personalized Consultation:
One-on-one Zoom meeting to discuss our findings, answer your questions, and explain next steps.
Custom Solution Quote:
Tailored proposal outlining scope, timeline, and cost for either catch-up or clean-up services based on your specific needs
Engagement Letter Signing
Set up a clear agreement by signing our engagement letter. We will outline the scope of our work, terms, and fees, ensuring we're all on the same page before we begin working on your files.
Catch-up or Clean-up Work Starts
As soon as the engagement letter is signed and payment terms are satisfied, we immediately start working on your files.
Catch-Up vs. Clean-Up:
Catch-Up Services:
Ideal for businesses that have fallen behind on otherwise organized books. We'll process outstanding transactions, reconcile accounts, and bring your records current while maintaining your existing system.
Clean-Up Services:
Designed for situations with more significant issues like misclassifications, duplicate entries, or structural problems. We'll correct errors, reorganize accounts, and rebuild your financial foundation for accuracy and compliance.
Grow Your Business with Us
Unlock your business's potential with our reliable bookkeeping solutions, bringing clarity and growth to your financial journey.