Catch-up Bookkeeping

What’s Included

Historical Transaction Cleanup
Review and organize past transactions that were missed, duplicated, or categorized incorrectly.

Bank & Credit Card Reconciliations
Bring prior months into balance and make sure your books match your actual accounts.

Account Cleanup
Correct bookkeeping errors, duplicate entries, and inaccurate balances.

QuickBooks Cleanup
Organize your QuickBooks file, review your chart of accounts, and correct bookkeeping issues.

Missing Month Catch-Up
Bring overdue months current so your books are no longer behind.

Financial Report Review
Review updated reports once cleanup is complete so you have a clearer picture of your business.

Catch-up bookkeeping is a good fit if:

Organized Cleanup
We work through the backlog in a structured way.

Accurate Records
The goal is to leave you with books you can actually rely on.

Clear Communication
We explain what needs to be corrected and what happens next.

Ongoing Support Available
Once your books are caught up, you can move into monthly bookkeeping if needed.

Please reach us at support@ezaccountingservices.org if you cannot find an answer to your question.

How far behind can my books be?

We can review your current records and determine what needs to be cleaned up, whether you are a few months or much further behind.

How long does catch-up bookkeeping take?

Timing depends on how many months are behind, the number of accounts, transaction volume, and the condition of the current books.

Can you clean up QuickBooks Online?

Yes. QuickBooks cleanup can be included as part of catch-up bookkeeping.

Do I need all of my bank statements?

Usually, access to bank and credit card statements is needed so accounts can be properly reconciled.

Can you continue managing my books afterward?

Yes. Once the cleanup is complete, you can transition into ongoing monthly bookkeeping.

How do I get started?

Schedule a free consultation so we can review how far behind the books are and what needs to be corrected.