Catch-Up & Cleanup Bookkeeping (QuickBooks Online)
Get your books caught up, reconciled, and organized—so you can hand clean numbers to your CPA and move forward with confidence.
Husband & wife bookkeeping team in Tampa, FL.
Books you can trust. Reports you’ll understand.
Are you behind with your bookkeeping and not sure where to start?
Whether you’re behind 2 months or 2 years, we’ll get your QuickBooks Online caught up, reconciled, and organized—so you can move forward with confidence.
Catch-up projects are priced based on how many months you’re behind + transaction volume
Why clients choose Your Clean Books
Simple process. Clean numbers. Clear communication.
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Clear plan + timeline before we start
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Month-by-month reconciliations (so it’s actually accurate)
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Clean categorization you can understand
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Secure document process for statements + questions
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CPA-ready reports at the end
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Option to roll into monthly bookkeeping afterward
How Catch-Up Bookkeeping Works
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Quick review & plan — We look at where you’re behind and what accounts/years are involved.
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Connect accounts — Bank/credit cards + any platforms (Stripe/PayPal, etc.).
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Reconcile & categorize — We clean up transactions month-by-month so nothing is missed.
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Reports & handoff — You get clean financials and notes for your CPA.
What’s Included in a Catch-Up Project
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Bank + credit card reconciliations for the months you’re behind
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Clean categorization (with simple, consistent rules)
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Fixing common issues (duplicates, uncategorized, mis-posted items)
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Monthly Profit & Loss (and Balance Sheet when applicable)
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A clean “ready for CPA” package at the end
What We Need From You
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Access to QuickBooks Online (or we help set it up)
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Bank/credit card statements (if needed)
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Any existing bookkeeping files/spreadsheets (if applicable)
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A quick call to confirm how you want things categorized
Common Catch-Up Scenarios We Handle
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“I haven’t reconciled since summer…”
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“My CPA asked for clean books and I’m panicking.”
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“I have Stripe/PayPal + bank deposits that don’t match.”
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“Personal + business got mixed.”
BOOK A FREE 15-MINUTE CATCH-UP CALL
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Behind on your books? Let’s map a clear plan to get you caught up in QuickBooks Online. We’ll estimate how far behind you are, what’s needed, and the fastest path to clean, CPA-ready numbers.