Catch-Up & Cleanup Bookkeeping Services
Whether you have missing data (Catch-Up) or messy data (Cleanup), we fix it. We turn shoeboxes of receipts and messy QuickBooks files into accurate, tax-ready financial statements.
Part 1: Catch-Up Services
For businesses that are months or years behind on entering data.
Unlimited History Retrieval
We can go back as many years as you need. We manually enter data from PDF bank statements or sync directly with banks to pull historical feeds, ensuring no month is skipped.
Chart of Accounts Setup
We build or fix your foundation. We set up the correct income and expense categories for your specific industry so your P&L makes sense to your CPA.
Manual Data Entry
Bank feeds fail. When they do, we manually key in transactions from check registers, paper receipts, and scanned documents to fill in the gaps.
Part 2: Cleanup & Repair Services
For businesses with existing data that is messy, duplicated, or incorrect.
Fixing Bad Reconciliations
Did someone “force” the balance to match? We undo incorrect reconciliation adjustments and properly match transactions to the penny.
Missing Check Data
Banks often just show “Check #101” without the payee name. We research check images or ask you for details to assign the correct vendor names.
Mass Recategorization
We fix expenses put in the wrong bucket (e.g., categorizing “Equipment” as “Office Supplies”). This corrects your tax deductions and fixed assets.
Undeposited Funds
We clear out the dreaded “Undeposited Funds” account in QuickBooks by properly matching payments to bank deposits, fixing inflated revenue figures.
Duplicate Removal
Bank connections often download the same transaction twice. We identify and delete duplicates to ensure you aren’t overstating your expenses.
Personal vs Business
We identify commingled personal expenses and reclassify them as “Owner’s Draw” to ensure your business books are substantiated and clean.
Why Maxim Liberty?
100% Judgment-Free
We have seen it all—from 5-year gaps to massive errors. We don’t lecture; we just work.
We Support Your CPA
We handle the tedious repair work at a low hourly rate, allowing you to save your budget for your CPA’s high-value tax strategy.
CPA-Ready Handoff
We deliver clean Balance Sheets and General Ledgers that let your tax professional file immediately.
FAQs about Cleanup Services
What is the difference between Catch-up and Cleanup?
Catch-up is for missing data (entering transactions from scratch). Cleanup is for correcting bad data (fixing errors, duplicates, and wrong categories). Most clients need a mix of both.
Do you fix “Undeposited Funds” errors?
Yes. This is the #1 issue we see in QuickBooks. We clean out the Undeposited Funds account by properly matching payments to deposits, ensuring your revenue isn’t double-counted.
Can you find payee names for checks?
Yes. If your bank statement only says “Check #105,” we can look up the check image (if you provide access) or provide you with a list so you can tell us who the payee was.
What is the cost?
We do not charge a high flat fee per month. You pay our standard low rate of $9 to $12 per hour for the time it takes to fix the books. This allows you to allocate your budget towards your CPA’s tax filing fees.
Ready to Reset Your Books?
Get Tax-Ready Without the Stress.
Try our award-winning cleanup services with no risk. Unconditional money-back guarantee on your 1st payment.