Catch-Up & Clean-Up Bookkeeping
Behind on your bookkeeping? Multi-year backlog in QuickBooks Online? We bring your Canadian business financial records up to date with a thorough, judgment-free bookkeeping cleanup—so you can move forward with CRA compliance and clarity.
File Review Required
A File Review is required before any catch-up or cleanup work begins. This allows us to accurately scope the project and provide clear pricing.
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.
Service Details
What's Included in Cleanup Work
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.
Our Process
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.
Catch-Up & Clean-Up Pricing
Starting at $1,500
/year of records
Final pricing determined after File Review. Billed as a one-time project before ongoing work begins.
See our pricing page for detailed package information.
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.
What is catch-up or clean-up bookkeeping?
Catch-up and clean-up bookkeeping involves reviewing, correcting, and completing bookkeeping records that are behind, incomplete, or inaccurate.
How far back can you go?
We handle multi-year catch-up projects. The scope is determined after a file review.
Is a file review required before starting?
Yes. A file review is required to assess the condition of your books and define the scope of work.
How long does a clean-up project take?
Timelines vary based on volume and complexity, but you’ll receive a clear estimate before work begins.
Can clean-up work transition into monthly bookkeeping?
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 free consultation to discuss your Canadian business bookkeeping situation, then we’ll schedule a QuickBooks Online File Review to scope the catch-up work.