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Step 1 · Services

Messy or months-behind books? We'll get you current.

Falling behind on bookkeeping happens to almost every growing business. The problem is that messy books quietly block everything else — clear decisions, tax filing, and especially loan approvals. Our cleanup service gets your records accurate and up to date, so you have a foundation you can build on.

Two business owners at home going through receipts and statements with a calculator during a bookkeeping cleanup
Also called:Catch-up bookkeepingBacklog reconciliationQuickBooks cleanupBooks rescue
What's included

How it works

1

Full catch-up

We reconcile months — or years — of backlogged transactions across your bank, credit card, and loan accounts.

2

Re-categorization

We fix miscoded and duplicated entries so your reports reflect reality.

3

QuickBooks setup & integrations

Clean chart of accounts, plus 3rd-party integrations (QBO, Bill.com, e-commerce, job costing).

4

A clear summary

You get a plain-English rundown of what was wrong, what we fixed, and what to watch.

What you walk away with

  • Every account reconciled and up to date
  • Miscategorized transactions corrected
  • A clean, accurate starting point for taxes and financing
  • Clarity on where your business actually stands
Get started

Next on the path to funded

Loan-Ready Financials

Lender-formatted statements, projections, and the exact document package underwriters expect.

Explore Loan-Ready Financials