Cleanup & Catch-Up

Bookkeeping Cleanup and Catch-Up

When books have fallen behind or drifted out of consistency, they need to be brought back to a reliable baseline before anything else is worth doing. Eccountrio handles historical bookkeeping cleanup, reclassification, reconciliation cleanup and ongoing optimization.

Discuss Your ScopeSee Pricing

What's included

  • Historical bookkeeping cleanup
  • Reclassification support
  • Reconciliation cleanup
  • Ongoing bookkeeping optimization

How it works

A cleanup rebuilds trust in a ledger that has stopped being reliable. The usual work is the same in most files: reconcile every bank and credit-card account back to the last date the balances were provably correct, reclassify transactions that were coded to the wrong account or dumped into a catch-all, remove duplicates, and clear the suspense and opening-balance-equity accounts that accumulate when a file is set up or migrated carelessly. Catch-up is the related case where the books are accurate as far as they go but simply stop several months ago.

Who this is for

  • Businesses several months or more behind on their books
  • Owners who need clean books for a lender, buyer or tax filing
  • Anyone inheriting a QuickBooks Online file they do not trust

Cleanup & Catch-Up — questions

My books are a year behind. Can that be fixed?

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Yes. Historical bookkeeping cleanup and catch-up is a core service, covering reclassification support, reconciliation cleanup and ongoing bookkeeping optimization once the file is current.

How is cleanup priced?

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Historical cleanup and complex catch-up work are quoted separately from the recurring plans, because the effort depends on how far behind the file is and how consistently it was maintained. Hourly support is $8 per hour.

What happens after the cleanup is done?

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The file moves onto a recurring plan — Monthly, Bi-Weekly or Weekly — so the books stay at the baseline the cleanup established rather than drifting again.

Related services

US Bookkeeping

Eccountrio provides recurring QuickBooks Online bookkeeping for US businesses and for accounting firms that need additional capacity.

Month-End Accounting

Month-end close is where recorded transactions become reviewed financial information.

Reporting

Reporting turns a maintained ledger into information a business can act on.