Catch-Up & Cleanup Bookkeeping Services
If you’re behind on your bookkeeping, you’re not alone. Most owners don’t start a business because they love reconciling bank statements. Elevate Solutions Bookkeeping offers catch-up and cleanup bookkeeping services to help Charlotte-area and virtual clients get their books current, accurate, and ready for what’s next.
No judgment, just a clear plan to untangle the past and give you a clean starting point.
When You Need Cleanup or Catch-Up
This service is ideal if:
- You haven’t updated QuickBooks in months (or years)
- Your bank and credit card accounts don’t match what’s in your books
- You’ve been mixing business and personal expenses
- Your tax preparer has asked for financials you’re not ready to provide
- You switched bookkeepers or software and things don’t look right
What’s Included in Catch-Up & Cleanup
Depending on your situation, cleanup can include:
- Reviewing your existing QuickBooks file or spreadsheets
- Bringing months (or years) of transactions up to date
- Fixing miscategorized or duplicated entries
- Reconciling bank, credit card, and loan accounts
- Cleaning up the chart of accounts so it reflects your business
- Correcting opening balances and historical errors
- Preparing financial statements that your tax preparer can rely on
If you’re not on QuickBooks Online yet, we can also migrate you from spreadsheets or another system as part of the project.
Our Cleanup Process
Assessment & Estimate
We start with a review of your current books to understand how much work needs to be done and provide a clear estimate.
Cleanup Plan
You’ll receive a simple, plain-language plan outlining which months/years we’re cleaning, what systems we’ll use, and what we need from you.
Execution
We work through each period systematically, reconciling, reclassifying, and organizing your data. Keeping you updated along the way.
Review & Handoff
Once cleanup is complete, we walk you through the updated financials and answer questions. From there, you can either continue with our monthly bookkeeping service or maintain the books in-house.
Why Catch-Up Bookkeeping Is Worth It
Cleaning up your books:
- Gives you a clear picture of past performance
- Reduces the risk of overpaying taxes or missing deductions
- Helps your tax preparer file accurate returns
- Makes your business more attractive to lenders or potential buyers
Most importantly, it replaces the stress of “I know my books are a mess” with the confidence of “I know where I stand.”