Catch-Up Bookkeeping and QuickBooks Cleanup

Bookkeeping falls behind when a business is busy, a bookkeeper leaves, or the owner never had time to set things up properly. Then a deadline arrives: a tax return, a loan application, an IRS letter or a partner buyout. Without accurate books, returns get filed late or on estimates, deductions are missed, and lenders say no.

We start with your bank and credit card statements, which are the most reliable record of what actually happened. Then we categorize every transaction, match deposits to sales, record loans and owner draws correctly, and reconcile each account month by month until it agrees with the statements. If QuickBooks already has years of data with problems, we fix duplicate entries, broken bank feeds and a messy chart of accounts rather than starting over.

Once the books are caught up, we can prepare the missing tax returns and keep things current with monthly bookkeeping, so you never fall behind again. If you're behind with the IRS too, our Enrolled Agents can file the returns and handle penalty relief at the same time.