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Catch-Up & Clean-Up Bookkeeping

Behind on your books? Multi-year backlog? We bring your records up to date with a thorough, judgment-free cleanup—so you can move forward with clarity.
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Who Catch-Up & Clean-Up Bookkeeping in Canada Is For

Catch-up and clean-up bookkeeping is designed for Canadian businesses whose records are behind, incomplete, or unreliable. This includes businesses with multiple months or years of missing or incorrect bookkeeping.

Businesses with behind, incomplete, or unreliable books

Companies preparing for year-end or an upcoming audit

Timeline Expectations for Canadian Businesses

Clean-up timelines vary depending on transaction volume, complexity, and the condition of the records. The full scope and timeline are confirmed after a file review is completed.
A file review is required before any catch-up or clean-up work begins.

Timeline Expectations for Canadian Businesses

Multi-Year Catch-Up

Whether you're behind by months or years, we can bring your books current.

Historical Reconstruction

Rebuild records from bank statements, invoices, and receipts.

Bank Reconciliation Cleanup

Match and correct all unreconciled transactions.

Account Corrections

Fix miscategorized transactions and clear suspense accounts.

Chart of Accounts Cleanup

Organize and streamline your account structure.

Year-End Preparation

Get your books ready for tax filing and your accountant.

The Cleanup Process

1

File Review (Required)

We assess your current books to understand the scope of work needed. This is a required first step before any cleanup begins.

2

Scope & Proposal

Based on the file review, we provide a clear proposal with fixed pricing for the cleanup work.

3

Cleanup Work

We systematically work through your records, month by month, to bring everything current.

4

Handoff & Transition

Once cleanup is complete, you’ll have clean books ready for ongoing maintenance or your accountant.

No Judgment, Just Solutions

We've seen it all—years of unfiled records, boxes of receipts, accounts that haven't been reconciled in ages. There's no judgment here, just a clear path to getting your books in order. Everyone's situation is different, and we're here to help you move forward.

Frequently Asked Questions

Common questions about catch-up and clean-up bookkeeping.
Catch-up and clean-up bookkeeping involves reviewing, correcting, and completing bookkeeping records that are behind, incomplete, or inaccurate.
We handle multi-year catch-up projects. The scope is determined after a file review.
Yes. A file review is required to assess the condition of your books and define the scope of work.
Timelines vary based on volume and complexity, but you’ll receive a clear estimate before work begins.
Yes. Many clients move into ongoing monthly bookkeeping once their books are brought up to date.

Ready to catch up on your books?

Book a consultation to discuss your situation, then we’ll schedule a File Review to scope the work.
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