top of page

Catch-up Cleanup
Bookkeeping

If you’re behind or your books feel messy, we start here. Bring your books up to date with reconciled accounts and clean categorization

Photorealistic image of a calm, organized workspace_ an organized stack of printed pages o
Image by Jakub Żerdzicki

Best for:

Businesses that are 1–12+ months behind

​

Owners who want a clean reset before

ongoing monthly support

​

Businesses switching from DIY books or an inconsistent bookkeeper ​

What you will get for this service

ChatGPT Image Feb 9, 2026 at 02_21_43 AM.png

Get your books caught up

​

Reconciliation of bank accounts

Accurate & CPA-ready​ records

​

Coding transactions and cleaning up errors

Avoid errors in your reports​

​

Review for duplicates, uncategorized items, and errors

Updated ​financial statements

​

Get an up-to-date T1 or T2 Corporation Income Tax Return and financial statements

Know what was fixed

​

Short “what we fixed / what to watch” summary

Clear plan for next-steps​

​

Recommendation for monthly bookkeeping

Library Card Index

All we need from you are

Bank/credit card statements & available receipts for the cleanup period​

​

Access to Quickbooks Online (or we help you set it up)

​

Answer to a short list of clarification questions

​

Quick call(s) for alignment when needed

Timeline

Typically 3-100 business days depending on backlog and responsiveness​

​

We offer an hourly rate of $75

Every cleanup starts with a quick assessment so we can estimate the hours required. We agree on scope and budget in advance.

No unexpected invoices.

Desk Essentials Arrangement
bottom of page