Catch-up & cleanup
Behind on your books? Happens to everyone.
We get you current at a fixed price, starting at $200 per month of backlog. No judgment, no surprises.
Get a quoteThree ways to fix it
Past-year cleanup
Fix prior years so your CPA has clean numbers. One-time, paid upfront.
Catch up, then stay current
We clean up this year, then roll you into monthly bookkeeping so you never fall behind again.
Start fresh
Leave the past alone. We start your books from today forward.
What's included
For every month we clean up:
- Every bank and card account reconciled
- Every transaction categorized: income, tips, rent, supplies
- Payment platform deposits matched
- Discrepancies found and fixed
- A P&L for every month, plus a balance sheet
- A clean QuickBooks file your CPA can use
What catching up actually looks like
You don't need a shoebox of receipts. Most of what we need already exists.
- 1You give us view-only access to your bank and cards, or upload the statements for every month we're catching up.
- 2We pull your Square, Vagaro, GlossGenius or Fresha history so deposits, fees and tips land where they belong.
- 3We ask you about the handful of transactions we can't place. Usually a short list, answered from your phone.
- 4You get a P&L for every month, a balance sheet, and a QuickBooks file your CPA can file from.
Cleanup covers bookkeeping and financial reporting only. Tax filing and tax advice aren't included, and cleanup isn't covered by our first-month guarantee. See pricing or read what to do when you're behind on your books.
Let's get you caught up.
Free 30-minute call. We'll look at how far behind you are and give you a fixed quote.