Catch-up & Cleanup Bookkeeping Services
Falling behind on your financials can trigger IRS penalties and blind-spot your business growth. Whether you need years of missing data entered (Catch-up) or a messy QuickBooks ledger repaired (Cleanup), our expert human-led team will rebuild your books so they are 100% CPA-ready.
Are Your Books Costing You Money?
Ignoring messy accounting leads to overstated revenue, missed tax deductions, and strained relationships with your CPA. If any of the following apply to your business, you need our professional bookkeeping cleanup services.
Signs You Need Immediate Bookkeeping Repair:
- Your CPA is refusing to file your taxes due to inaccurate ledgers.
- You have a massive “Undeposited Funds” balance in QuickBooks.
- Personal and business expenses are completely commingled.
- Your bank and credit card accounts haven’t been reconciled in months.
- You have duplicated revenue or missing expense data from broken bank feeds.
- You are facing an impending IRS audit or loan application deadline.
Part 1: Catch-Up Bookkeeping Services
Designed for businesses that are months or years behind on entering financial data. We act as your historical data entry specialists to fill in the blanks.
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 and your trial balance is whole.
Chart of Accounts Setup
We build or fix your financial foundation. We set up the correct income and expense categories for your specific industry so your Profit & Loss statement actually makes sense to investors and tax preparers.
Manual Data Entry
Automated bank feeds eventually fail or disconnect. When they do, we step in to manually key in transactions from check registers, paper receipts, and scanned documents to ensure 100% data completion.
Part 2: Bookkeeping Cleanup Services
Designed for businesses with existing data that is messy, duplicated, or incorrectly categorized by previous bookkeepers or DIY software attempts.
Fixing Bad Reconciliations
Did someone “force” the balance to match by adding arbitrary journal entries? We undo incorrect reconciliation adjustments and properly match transactions to the penny to align with your actual bank statements.
Missing Check Data Recovery
Banks often just show “Check #101” without the payee name. We research check images or cross-reference your records to assign the correct vendor names so your 1099 reporting is compliant.
Mass Recategorization
We fix expenses put in the wrong bucket (e.g., categorizing major “Equipment” purchases as basic “Office Supplies”). This corrects your balance sheet and ensures accurate depreciation and tax deductions.
Clearing Undeposited Funds
We clear out the dreaded “Undeposited Funds” account in QuickBooks by properly matching merchant processor payments (like Stripe or Square) to actual bank deposits, fixing artificially inflated revenue figures.
Duplicate Transaction Removal
Software glitches and broken bank connections often download the same transaction twice. We run audits to identify and delete duplicates to ensure you aren’t overstating your expenses.
Separating Personal vs Business
We identify commingled personal expenses mixed into business checking accounts and properly reclassify them as “Owner’s Draw” or “Shareholder Distributions” to protect your corporate veil.
Our Proven 4-Step Cleanup Process
We take the chaos out of back-bookkeeping. Here is how we bring your financials current.
Secure Access
We establish secure, read-only access to your accounting software (QBO, Xero) and necessary bank statements.
Diagnostic Audit
Our team runs a deep diagnostic review to identify broken links, unreconciled months, and chart of account errors.
The Heavy Lifting
We manually enter missing data, remove duplicates, fix bad categorizations, and reconcile every single account to the penny.
CPA-Ready Delivery
We hand over pristine, tax-ready financial statements (P&L and Balance Sheet) directly to you or your CPA.
Why Choose Maxim Liberty for Your Cleanup?
Unbeatable Hourly Pricing
Competitors charge massive flat fees ($1000+) for every month of history you need fixed. We simply charge for the time it takes at our low rate of $15 per hour.
100% Judgment-Free
We have seen it all—from 5-year accounting gaps to massive DIY reporting errors. We don’t lecture or judge; we just get straight to work fixing the problem.
We Save Your CPA’s Time
We handle the tedious data repair work at a low rate, delivering clean ledgers so you can save your budget for your CPA’s high-value tax strategy.
Frequently Asked Questions
What is the difference between Catch-up and Cleanup bookkeeping?
Catch-up bookkeeping involves entering missing data from scratch for periods where no accounting was done at all. Cleanup bookkeeping involves fixing existing data that is incorrect, such as reconciling discrepancies, clearing undeposited funds, or reclassifying mislabeled expenses. Most clients coming to us need a mix of both.
How long will it take to catch up on my books?
On our end, we can get started with data entry and reconciliations as soon as we get the bank statements or read-only website access from you. The overall time for catch-up will depend on how many months you are behind and the complexity of your transaction volume. During our initial consultation, we can provide a highly accurate timeframe.
How much does your Catch-up Bookkeeping Service cost?
All our plans include catch-up and cleanup by default. Unlike competitors who charge a high flat fee for every month of history you need processed, we simply charge for the time it takes at our standard low rate of $15 per hour. We leverage the same deposit used for ongoing bookkeeping, and any unused hours simply roll over to your future monthly maintenance.
What happens if there are missing bank statements?
If you are missing a statement or two, we do not stop work. We continue with the catch-up by entering missing items as ‘uncategorized expenses’ and proceeding with reconciliations for the months we do have. We can fix the uncategorized expenses whenever the statements become available, ensuring your project never stalls.
What happens after my books are caught up and cleaned?
Once your ledger is pristine, we offer ongoing monthly, weekly, and daily bookkeeping services to keep your books up-to-date and ensure you never fall behind again. You can transition seamlessly into an ongoing monthly bookkeeping plan without paying any new setup fees.
Ready to Reset Your Books?
Get Tax-Ready Without the Stress.
Try our award-winning cleanup services with zero risk. Get an unconditional money-back guarantee on your first deposit.