Catch-Up & Cleanup Bookkeeping
Behind on your books? You’re not alone — and you’re in the right place.
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If your bookkeeping feels overwhelming, confusing, or just plain behind, I can help bring everything back into order — calmly, clearly, and without judgment.
Catch-up and cleanup bookkeeping is about giving you clean, accurate, CPA-ready books so you can move forward with confidence.
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What Catch-Up & Cleanup Includes
Every cleanup is different, but most include:
• Entering missing transactions
• Reconciling bank and credit card accounts
• Fixing misclassified income and expenses
• Cleaning up uncategorized and suspense accounts
• Correcting HST balances and filings
• Reviewing payroll and liability balances
• Aligning books with CPA trial balances
• Preparing your file for year-end or CRA
The goal isn’t just “balanced” books — it’s trustworthy books.
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Who This Service Is For
This service is perfect if:
• You’ve fallen behind
• Your numbers don’t make sense
• HST looks wrong
• Your CPA asked for cleanup
• You’re switching bookkeepers
• You’re preparing for year-end
• You want a fresh, clean start
There is no judgment here — only solutions.
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How Pricing Works
Cleanup work is customized because no two files are the same.
Pricing is based on:
• How far behind the books are
• Number of accounts and transactions
• Payroll and HST complexity
• Overall condition of the file
After a short review, you’ll receive:
• A clear scope of work
• A fixed cleanup estimate
• No surprises
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What You Get
• Fully reconciled accounts
• Correct HST balances
• Clean audit trail
• CPA-ready books
• Peace of mind
Most clients tell me the biggest relief is finally feeling confident in their numbers again.
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Why Cleanup Matters
Messy books don’t just affect reports — they affect decisions, taxes, and stress levels.
Clean books mean:
• Fewer CRA risks
• Easier year-end
• Better cash flow visibility
• Lower accounting fees
• Stronger business decisions
Cleanup isn’t just about the past — it protects your future.
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Frequently Asked Questions
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Will you judge how messy my books are?
Never. I’ve seen everything — and I genuinely love fixing messy files.
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How long does cleanup take?
It depends on the size and condition of the file. I’ll give you a realistic timeline after reviewing it.
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Can you work with my accountant?
Absolutely. I regularly align files with CPA trial balances.
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Do I need to stay on monthly after cleanup?
No. Ongoing service is optional — but many clients choose it to stay stress-free.
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Can you work in QuickBooks or Sage?
Yes — I work in both.
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Ready to Get Caught Up?
You don’t have to stay stuck in messy books.
Let’s clean it up — properly, calmly, and correctly.
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