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Catch-Up & Cleanup Bookkeeping: Cost, Timeline, and What’s Included

Behind on books? Get CPA-reviewed catch-up/cleanup bookkeeping fast. We fix reconciliations, categorizations, and undeposited funds, then deliver tax-ready financials. Transparent pricing and timelines.

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Falling behind on bookkeeping turns tax season into triage. Our catch-up/cleanup bookkeeping service fixes historical issues—reconciliations, misclassifications, undeposited funds, suspense accounts—and restores your file to a clean, reliable state. Then we hand you a CPA-reviewed reporting pack so your filing CPA (or lender) can proceed without rework. Whether you’re months or years behind, our Xero & QuickBooks Certified team follows a documented checklist: import and match transactions, rebuild rules, post accruals/prepaids, clear exceptions, and reconcile every account to statements. You’ll know the exact cost and timeline up front, and we’ll move you straight into a predictable monthly close after cleanup.

Signs You Need Catch-Up / Cleanup

  • tick Unreconciled bank/credit/loan accounts
  • tick Large “Undeposited Funds” or “Ask My Accountant” balances
  • tick Negative AR or AP, mismatched payroll liabilities
  • tick Duplicate vendors/customers, inconsistent rules
  • tick Reports don’t tie to statements; prior periods unlocked

What We Fix

  • tick Bank/Credit/Lender Reconciliations: Match to statements month-by-month
  • tick Categorization & Rules: Standardize vendors, rebuild bank rules, document recurring JEs
  • tick Undeposited Funds & Suspense: Clear to zero with proper audit trail
  • tick AR/AP Aging: Correct negatives, apply payments/credits, clean write-offs with documentation
  • tick Accruals, Prepaids, Depreciation: Post adjusting entries and attach workpapers
  • tick Inventory/COGS (if applicable): Reconcile item and GL balances, fix mappings
  • tick Multi-Entity / Intercompany: Set up Due To/Due From, eliminate duplicates for consolidation
  • tick Reporting Pack: P&L, Balance Sheet, AR/AP aging, cash highlights, CPA review + variance notes

Process & Timeline

Step 1

Assessment (24–72 hrs)

Read-only access, backlog sizing (months), risk flags, draft quote

Step 2

Data Prep (2–5 days)

Pull statements, export bank feeds, vendor/customer cleanup plan

Step 3

Cleanup Execution (1–4 weeks)

Recons, rules, adjustments, aging fixes, documentation

Step 4

QA & CPA Review (2–5 days)

Tie-outs, variance notes, period-lock recommendation

Step 5

Go-Forward Monthly Close

Move into ongoing service to stay current

Ranges vary by months of backlog, accounts, and complexity (inventory, multi-entity, payroll).

Pricing

Backlog cleanup pricing and inclusions
Backlog Typical Range* What’s Included
1–3 months $500–$1,500 Recons, rules, AR/AP tidy, adjustments, CPA review
4–12 months $1,500–$4,000 Full historical cleanup, documentation, CPA variance notes
13–24 months $3,500–$8,000 Deep cleanup, inventory/COGS or multi-entity adjustments
25+ months / Complex Custom Dedicated project plan; consolidation and audit-prep workpapers

*Pricing depends on transactions, accounts, AR/AP, payroll, inventory, and entities.

What You Receive at the End (Deliverables)

  • tick Clean, reconciled file in your Xero or QuickBooks
  • tickReporting pack (P&L, Balance Sheet, AR/AP aging, cash highlights)
  • tickCPA-review notes and posted adjusting entries
  • tick Exceptions list with resolution or next steps
  • tickClose checklist and period-lock recommendation
  • tickOptional lender package (if requested)

Why RBO for Cleanup

  • tick Xero & QuickBooks Certified advisors doing the work daily
  • tickCPA-reviewed cleanup—files lenders and tax CPAs accept
  • tickDocumented workpapers and audit-friendly adjustments
  • tickStraight path into a predictable monthly close

Frequently Asked Questions

Cleanup corrects books; your filing CPA determines if amended returns are needed. We provide CPA workpapers and support..

Yes. We reconcile item quantities/values, fix mappings, and align COGS to statements, then document entries for CPA sign-off.

We transition you to an ongoing monthly close with CPA review so you never fall behind again.

Once we complete assessment, we’ll commit to a cleanup completion window and target your next filing or lender deadline.

Most projects finish in 1–4 weeks after access. Larger backlogs (12–24+ months), inventory, or multi-entity cases may run longer; we give you a firm schedule after assessment.

Ready to Get Tax-Ready Fast?

Fix the backlog, lock the period, and move into a CPA-reviewed monthly close.

Get My Cleanup Quote

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