This service is for you if:

• You haven't kept up with bookkeeping for a stretch of months (or longer)

• Tax season is approaching and your books aren't ready

• A prior bookkeeper left things incomplete or inaccurate

• You've been managing things yourself and it's gotten away from you

• You're not sure how bad things actually are, and want an honest assessment

There's no judgment here about how far behind things have gotten — this is genuinely one of the most common situations small business owners find themselves in, and the goal is simply to get you current and keep you there.

Serving Pierce County business owners in Orting, Sumner, Puyallup, Bonney Lake, Graham, Tacoma, and Auburn, with remote catch-up support available anywhere. 

Catch-up and cleanup work is one of the most common requests bookkeepers get, and it usually goes faster than people expect. Depending on how far behind things are, this includes:

• Full transaction categorization for however many months (or years) have gone unrecorded

• Bank and credit card reconciliation for every account, brought current

• Correction of misclassified or duplicate transactions

• Separation of personal and business expenses, if they've gotten mixed together

• A clear summary report once everything is current, so you know exactly where the business actually stands

Catch-up and cleanup work is always quoted as its own project, separate from any ongoing monthly rate — you'll know the cost upfront before any work begins. Pricing depends on how many months need to be brought current, your transaction volume, and the overall complexity involved (multiple accounts, mixed personal/business expenses, missing categorization, etc.).

A free discovery call is the fastest way to get an accurate number for your specific situation.

1. Free Discovery Call — a conversation about where things currently stand and how far behind things are

2. Assessment & Quote — a clear, upfront quote for the catch-up work specifically, based on your actual situation

3. The Catch-Up Itself — transactions categorized, accounts reconciled, and everything brought current

4. A Clean Starting Point — once caught up, you'll have accurate books and a clear picture of where the business stands, whether you continue with ongoing monthly bookkeeping or take it from there yourself

If your books are behind and your QuickBooks file itself needs setup or structural cleanup, visit the QuickBooks Online Setup & Cleanup page for details on that specific service — the two are often needed together.