Clean-Up & Catch-Up Accounting

Our Clean-Up & Catch-Up Accounting service establishes a solid foundation when your books have fallen behind or become disorganized. 

We perform comprehensive historical reconciliation in QuickBooks, Xero, and other platforms while properly categorizing complex expenses—with special attention to product-based and service businesses. The service includes tax optimization strategies like Section 179 deductions and R&D credits identification, plus systems implementation for inventory tracking and job costing. We create custom reporting dashboards and provide training to maintain your new financial clarity. Many businesses come to us specifically for this service when outdated books, tax concerns, or rapid growth have created financial confusion. 

A proper cleanup doesn't just fix past issues—it builds a launchpad for better decisions, investor-readiness, and successful financing applications like SBA loans. Contact us to transform your financial records from a source of stress into a strategic asset.