Behind on Your Books? Let's Get You Caught Up.
Cleanup & Catch-Up Bookkeeping Without the Judgment
Falling behind on your bookkeeping happens to the best of us. Whether you're dealing with months of uncategorized transactions, unreconciled accounts, or records that simply need some attention, AG Bookkeeping can help you get back on track.
I'll work through the backlog, organize your records, and create a clear path forward—one step at a time.
The Cleanup Process
Taking control of your finances doesn't have to be overwhelming. I follow a clear, stress-free three-step approach to bring your books up to date and set you up for long-term clarity.
1. Initial Review
We start with a simple conversation to understand your business, evaluate your current QuickBooks Online records, and pinpoint exactly what needs attention.
2. Thorough Cleanup
I categorize income and expenses, reconcile bank and credit card accounts, and organize source documents while keeping you informed every step of the way.
3. Review & Forward Plan
I walk you through your completed, accurate financial reports and set up a manageable bookkeeping system so you can stay organized moving forward.
A Fresh Financial Start Without the Stress
Messy or outdated books don't mean you're a bad business owner. There is zero judgment here. I'll take it one step at a time, turning financial chaos into organized, understandable records so you can move forward with greater confidence and peace of mind.
What Cleanup Can Include
✓ Transaction categorization
Reviewing and properly categorizing income and expenses.
✓ Account reconciliations
Reconciling bank and credit card accounts and identifying discrepancies.
✓ Unreconciled transactions & balances
Working through items that are preventing your books from balancing.
✓ Receipt & document organization
Organizing supporting records so your financial information is easier to understand and maintain.
✓ QuickBooks Online cleanup
Reviewing your existing QBO file and correcting areas that need attention.
✓ Financial reports
Getting your books into a clean, understandable state so you can see where your business stands.
The goal isn't just to catch up — it's to leave you with books you can confidently maintain going forward.
From Backlog to Balance
Whether you are facing several months of uncategorized expenses or scrambling to prepare your numbers for tax time, my cleanup service restores order. I verify every balance, resolve unreconciled statements, and ensure every dollar is properly accounted for in QuickBooks Online.
Clarity You Can Count On
Once your records are clean and current, you gain greater clarity into your company's performance. Enjoy the confidence of knowing your books are ready for your accountant, your cash flow is understood, and your business is built on accurate financial numbers.
Ready to Feel More Confident About Your Books?
Let's talk about your books and create a plan to move forward.