Dietz Bookkeeping
Services Cleanup & Catch-Up Bookkeeping
Service

Cleanup & Catch-Up Bookkeeping

Cleanup helps restore order when books are behind or inconsistent, creating a reliable reporting foundation.

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What this service includes

  • Review of existing records and account connections
  • Transaction cleanup and consistent categorization
  • Reconciliation of bank and credit card statements
  • Identification of missing or duplicate entries
  • Clean reporting foundation moving forward

Why it matters

  • Reduces confusion and uncertainty in your numbers
  • Improves reliability of financial statements
  • Helps prevent tax-time surprises
  • Creates a clean starting point for monthly bookkeeping

Who this is for

  • Books behind by multiple months
  • Prior bookkeeping inconsistencies
  • New QuickBooks setup or recent changes
  • Businesses preparing for year-end reporting

Our process

  1. Confirm scope and which months need catch-up
  2. Organize accounts, categories, and documentation
  3. Reconcile statements and resolve discrepancies
  4. Deliver updated reports and next-step recommendations

Frequently asked questions

How long does cleanup take?

Timing depends on how many months are behind and how organized supporting documentation is. Scope is reviewed during the consultation.

Will you change my chart of accounts?

Only if needed for clarity and consistency. Any structural changes are discussed before implementation.

Can cleanup roll into monthly bookkeeping?

Yes. Many clients use cleanup as a reset and then move into ongoing monthly support.

Next step

Schedule a consultation and we’ll confirm scope, timing, and the right approach for your workflow.

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