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Accounting Lions

Cleanup + Catch-up

Behind on your books? Let’s get you caught up.

Falling behind on the books is one of the most common — and most stressful — parts of running a business. It doesn’t mean you did anything wrong. Six months or two years, switching bookkeepers or starting from a shoebox, we bring it all current as a one-time engagement so monthly work can start clean.

The catch-up path

Five steps from behind to clean.

One flat-fee engagement, start to finish. No hourly meter, no judgment about how you got here.

  1. A short call

    Tell us how far behind

    No judgment, no lecture — just how many months, how many accounts, and what software you're on (if any).

  2. Up front

    Flat-fee quote

    We look at the books, tell you what it'll take, and give you one number. No hourly meter, no surprises.

  3. The work

    Reconcile + rebuild

    Month by month: every account reconciled to the statement, every transaction categorized, duplicates and errors cleaned up.

  4. The result

    Clean books delivered

    A profit & loss and balance sheet you (and your tax preparer) can actually trust — current and tied out.

  5. What's next

    Monthly, or handoff

    Roll straight into monthly bookkeeping with us, or take your clean books to your tax preparer. Your call, no obligation.

Who it’s for

The situations cleanup is built for.

Months or years behind

Life got busy and the books slipped. Six months or twenty-four — it's all fixable.

Switching bookkeepers

Inheriting tangled books from a previous bookkeeper who left mid-stream? We straighten them out.

A tax deadline looming

Returns are due and the numbers aren't ready. We get them clean so filing isn't a guess.

A bank or lender asking

Applying for a loan and the bank wants real financials? We produce statements that hold up.

DIY books that drifted

You started in QuickBooks, then it got away from you. We reconcile and reset it.

An IRS or state notice

A letter showed up and you need accurate numbers behind your response. We rebuild the record.

Common questions

What people ask about cleanup.

Start the catch-up.

Tell us how far behind you are and we’ll send next steps and a flat-fee quote — no judgment, no hourly meter.