01
QuickBooks cleanup and
catch-up bookkeeping
Cleanup and catch-up are two names for the same job. Some people say their books are behind, others say they are a mess. Usually it is both, and it is fixable either way.
The work rebuilds the accounts properly. Transactions are categorized correctly, bank, credit card, and loan accounts are reconciled, and balances are corrected so the figures mean something again.
This matters most at filing time. If you are a US taxpayer and the underlying
records are wrong, the return built on them is wrong too. Getting the books
right first is what makes the filing straightforward for whoever prepares it.
You get a fixed price agreed before any work starts, and records a preparer
can work from without sending questions back.
02
Ongoing monthly
bookkeeping
Once the books are current, keeping them that way is the cheap part.
There is a fixed monthly service, and there is a list of things you can add to it. Both are set out below. Most people start with the first and add from the second as the business grows.
03
Year-end bookkeeping
and tax-ready records
Disorganized books become costly during filing season. Last-minute reconstruction of an entire year costs more than regular maintenance and can put your filing deadline at risk.
Year-end bookkeeping closes the period properly: accounts reconciled, categorization consistent, and a clean profit and loss, balance sheet, and cash flow ready to go. Whoever prepares your return gets what they need first time, or we can handle the tax preparation for you directly, whether as a standalone service or at a discounted rate when bundled with a bookkeeping cleanup.
04
Tax preparation and filing
Why pay a tax preparer to figure out what your bookkeeper already knows?
Because we maintain your reconciled records year-round, your tax filing
becomes a stress-free continuation of your daily bookkeeping, at a lower
bundled cost.
Zero tax-prep downtime. Skip the lengthy intake questionnaires and painful
interviews. Your business data is already verified and ready to go.
Maximized savings. Accurate, real-time records let us identify the deductions you are entitled to and keep your tax bill down.
On-time accuracy. Complete, compliant filing for business and individual
returns, submitted without the year-end panic.
Included every month
The monthly service, whatever size you are.
✓
Bank feeds downloaded and categorized into
QuickBooks Online
✓
Bank, credit card, and loan account reconciliations
✓
Profit and loss, balance sheet, and cash flow, emailed to you
Add on what you need
Priced with your package, added when it earns its place.
✓
Accounts receivable and payable assistance
✓
Accounts receivable and payable management
✓
Aging reports, so you can see who owes you and what is due
✓
Comparison reports, period against period
✓
Payroll entries, recorded manually or by direct feed
✓
Cleanup or catch-up of earlier periods
Retail stores, restaurants, and food trucks
These businesses deal with consistent payroll, monthly and
quarterly sales taxes, and heavy administrative workloads.
POS and data integration. Reconciling cash, credit, and delivery
app sales without sync errors, misclassifications, or unrecorded
store credit.
Inventory and spoilage. Accurate accrual-based COGS tracking
that captures critical tax deductions for waste, theft, and food
spoilage.
Payroll, tips, and credits. Complex tip pooling, nightly payouts, and claiming the Section 45B FICA Tip Credit.
Sales and use tax. Multi-jurisdiction tax tracking for mobile food
trucks, event profitability analysis, and out-of-state use tax
compliance.
What it gives you
Your numbers, current
QuickBooks Online gives you immediate
access to your financial position from any
phone or laptop, wherever you are, no
outdated figures from last quarter and no
guessing.
Clear Reconciliations
Reconcile cash, card swipes, and third-party delivery payouts directly with your POS system—without missing deposits, sync errors, or unrecorded store credit.
You get a clear, accurate view of daily revenue across every location and channel.
Your evenings back
Accurate, up-to-date books stop taking
over your weekends. Getting your time
back is usually the exact reason business
owners reach out in the first place.
How we start working together
01
Stage 1: The Discussion
We talk through how your business runs, what your current records look like, and which QuickBooks Online subscription you are on. If a cleanup is needed we agree the period it covers.
02
Stage 2: Services Selection and Contract
You get a proposed package and fee to review. Once it is signed we gather what is needed for access to QuickBooks Online and, where it helps, liaise with your accountant directly.
Simple pricing that fits your size
Every business is priced on volume: how many transactions run through the accounts and how much support you want around them. Packages are built around what your business needs rather than a fixed tier you have to grow into, so the figures below are starting points.
Solopreneur
FROM
$250
/ quarter
Sole traders and single-owner businesses, roughly 15 to 45 transactions a quarter
✓
Quarterly reconciliation of your accounts
✓
Profit and loss, balance sheet, and cash flow
✓
Records kept ready for an annual filing
Quarterly rather than monthly, because at this
volume monthly is more bookkeeping than the
business needs.
Small business
FROM
$400
/ month
Growing businesses with regular monthly volume, typically three accounts
✓
Bank feeds downloaded and
categorized
✓
Bank, credit card, and loan reconciliations
✓
Monthly statements emailed to you
✓
Receivable and payable support on
request
Bill entry and bill management support upon request
✓
Monthly rather than quarterly, because at this volume the accounts need reconciling as they run.
Cleanup or catch-up
FROM
$3,000
one-time
Books months or years behind, brought
current before any ongoing work starts
✓
Full rebuild of the affected period
✓
Transactions recategorized, accounts
reconciled
✓
Fixed price agreed before any work begins
✓
Multi-currency and multi-account
reconciliations where applicable
Most land between $3,000 and $6,000, depending
on how far behind the books are and the transaction
volume.
Solopreneur
FROM
$250
/ quarter
Sole traders and single-owner
businesses, roughly 15 to 45 transactions
a quarter
✓
Quarterly reconciliation of your accounts
✓
Profit and loss, balance sheet, and cash flow
✓
Records kept ready for an annual filing
Quarterly rather than monthly, because at this
volume monthly is more bookkeeping than the
business needs.
Small business
FROM
$400
/ month
Growing businesses with regular monthly
volume, typically three accounts
✓
Bank feeds downloaded and
categorized
✓
Bank, credit card, and loan reconciliations
✓
Monthly statements emailed to you
✓
Receivable and payable support on
request
✓
Bill entry and bill management support
upon request
Monthly rather than quarterly, because at this
volume the accounts need reconciling as they run.
Not sure which package fits your volume, or want tax preparation added to one? Tax work costs less bundled than standalone, and a free 15-minute call is usually enough to quote you on either.
Cleanup or catch-up
FROM
$3,000
one-time
Books months or years behind, brought
current before any ongoing work starts
✓
Full rebuild of the affected period
✓
Transactions recategorized, accounts
reconciled
✓
Fixed price agreed before any work begins
✓
Multi-currency and multi-account
reconciliations where applicable
Most land between $3,000 and $6,000, depending
on how far behind the books are and the transaction
volume.
Common questions
It depends on how far behind the books are and how many transactions are involved. Cleanups are quoted as a one-time fixed price agreed before any work begins, so there is no open-ended hourly bill. The free consultation is where that gets scoped.
No. Catch-up work of several years is normal and it is a large part of what I do. The longer it is left, the more it costs to fix, which is the main reason to start sooner.
Bank feeds downloaded and categorized, your bank, credit card, and loan accounts reconciled, and a profit and loss, balance sheet, and cash flow emailed to you each month. Accounts receivable and payable, aging and comparison reports, and payroll entries are available on top of that, priced with the package.
Yes. All work is done remotely, so location is not a constraint. Clients include businesses in Florida, elsewhere in the US, and in the Cayman Islands.
QuickBooks Online. I am a certified Advanced ProAdvisor, and working in one system properly is how the work stays accurate and fast.
Access to your QuickBooks Online account and your bank statements and/or feeds, plus a short conversation about how your business runs. Nothing needs to be tidy before we start.