Bookkeeping Cleanup
Your books are behind, we fix that. No matter if it's three months or three years, we will get you current.
What Happened
You meant to stay on top of it. Then Q1 got busy. Then you figured you’d catch up before tax season. Now it’s been eight months and you’re avoiding the problem because it feels too big to fix.
Or maybe you just got a letter from the IRS. Or your CPA fired you. Or an investor asked for financials and you had to say you’d get back to them. Whatever brought you here, we’ve seen it before.
The Usual Story
The Usual Story
Business takes off. Owner wears every hat. Bookkeeping gets pushed to next week. Next week turns into next quarter. Suddenly it’s a wall of transactions nobody wants to touch.
The Breaking Point
The Breaking Point
Something forces the issue. A loan application, a tax deadline, an investor request. That’s when most people call us. Not because they want to, but because they have to.
How We Fix It
We pull your bank statements, credit card records, and any documentation you have. Then we work through it month by month. Categorizing transactions, reconciling accounts, rebuilding the picture of what actually happened.
You don’t need to organize anything first. Just give us access and get out of the way. The messier it is, the more time we’ve probably saved someone else from the same situation.
Timeline
Timeline
Most catch-up projects take one to three weeks depending on how far back we’re going. We’ve cleared two-year backlogs in under a month when a deadline required it.
Pricing
Pricing
Typically your monthly bookkeeping rate multiplied by the number of months we’re cleaning up. We discount larger projects and quote everything upfront so there are no surprises.
What Comes After
Once you’re current, you have options. Some clients hand us the keys and move to monthly managed bookkeeping so this never happens again. Others take over themselves now that the slate is clean.
Either way, you walk away with accurate financials your CPA can use, reports that make sense, and the ability to answer questions about your business without guessing.
Clean Slate
Clean Slate
Reconciled accounts, proper categorization, and financials that actually reflect what happened. No more dread when someone asks to see your books.
A Path Forward
A Path Forward
We can transition you to monthly service or set you up to handle it yourself. Either way, you’ll know exactly where things stand and what it takes to keep them that way.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.