Catch-Up & Clean-Up Bookkeeping Services
If your business is months or even years behind, you aren’t just missing data—you are missing critical tax deductions and risking late-filing penalties. Our catch-up bookkeeping services restore your financial integrity by transforming years of “shoebox receipts,” PDF statements, and broken bank feeds into pristine, tax-ready financial statements.
Comprehensive Catch-Up Included in Every Plan
At Maxim Liberty, we believe that starting fresh shouldn’t be an expensive “extra.” We include catch-up and clean-up bookkeeping by default in all our plans. You don’t need a special contract to fix your historical data; you simply specify the start date, and our team begins the reconstruction immediately.
Whether you need to go back three months to prepare for a quarterly review or seven years to satisfy an IRS requirement, our process remains the same: efficient, accurate, and tax-compliant.
The Difference Between Catch-Up and Clean-Up Services
| Feature | Catch-Up Bookkeeping | Clean-Up Bookkeeping |
|---|---|---|
| Starting State | No data entered for the period. | Data exists but is inaccurate/messy. |
| Primary Task | Historical data entry from scratch. | Reconciling and reclassifying existing entries. |
| Key Fixes | Closing “The Gap” in time. | Fixing “Undeposited Funds” & duplicates. |
| Goal | Complete financial history. | Pristine, reliable reporting. |
How Long Does it Take to Start?
We understand that most cleanup projects are driven by urgent deadlines. We have optimized our onboarding to be the fastest in the industry:
- Step 1: Call us or submit a request. We will immediately send you a services agreement.
- Step 2: Review and sign the agreement digitally.
- Step 3: Once you sign and email the agreement back to us, we can start your services the very same night.
Our 4-Step “Tax-Ready” Recovery Approach
We make taking control of your historical accounts effortless. Here is how our seamless process transforms your back-office into a tax-ready environment:
Assessment
We review your software or statements to determine the volume of missing or unreconciled data.
Reconstruction
Our team enters all historical data, performing meticulous bank reconciliation to the penny.
Quality Review
A supervisor audits the ledger to ensure all expenses are categorized for maximum tax impact.
Efficient Workflow for Complex Projects
1. Setup for Years of Backlog
If you have never done any bookkeeping and are several years behind—even up to 7 years or more—we can help. We start by setting up your Chart of Accounts from scratch. Our team methodically works through each year, ensuring your historical data matches your bank reality for every single period.
2. “Efficiency-First” Categorization
We do not stop to ask you about the category for every single transaction. We enter the data as efficiently as possible and categorize based on historical patterns and vendor names to keep the project moving. Once we have completed the entire data entry and reconciliation phase, we will work with you to finalize any specific remaining entries. This saves you hours of back-and-forth communication.
3. Multi-Format Statement Handling
If you don’t have digital bank feeds, we can still proceed. You can send us your PDF statements or simply scan/take clear photos of your printed statements. If you are missing specific bank statements, we do not stop work. We will proceed with the rest of your statements and reconciliations immediately while you work on retrieving the missing documents.
Transparent Hourly Pricing
Small Businesses
$15 per hour for professional cleanup. View our full bookkeeping pricing for ongoing plans.
CPA & Accounting Firms
$10 per hour wholesale rate. We act as your dedicated support team for CPA firm outsourcing.
Frequently Asked Questions About Cleanup
I am several years behind. Will you go back 7 years?
Yes. We regularly handle reconstruction projects that span multiple years. We will set up your Chart of Accounts and process all historical data entry and reconciliations to get you fully tax-ready.
What if I am missing some bank statements?
We don’t stop work. We proceed with the rest of your statements and reconciliations immediately. This allows us to complete the majority of the project while you retrieve the missing documents from your bank archives.
I only have paper statements. Is that okay?
Absolutely. You can scan your statements or take clear photos of them with your phone. We use a combination of tools and manual data entry to ensure every transaction is captured accurately.
How do you identify missing categories?
We enter data efficiently, categorizing to the best of our knowledge and based on history without stopping to ask you for every entry. Once we are finished with the data entry and reconciliation, we collaborate with you to finalize any remaining items.
Ready to simplify your bookkeeping?
Partner with Maxim Liberty for reliable, affordable bookkeeping services backed by a dedicated support team. Get tax-ready today.
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