Catch-Up & Cleanup Bookkeeping Services for US & Canadian Businesses
Months — or years — behind on your books? AccoTiva provides fixed-quote catch-up and cleanup bookkeeping for small businesses in the United States and Canada. We reconstruct missing months, correct historical errors in QuickBooks Online or Xero, and hand you reconciled financial statements you can rely on.
Catch-up vs cleanup bookkeeping
Catch-up bookkeeping brings records current when months have not been recorded or reconciled. Cleanup bookkeeping corrects months that were recorded but recorded wrong — miscategorized transactions, duplicates, broken reconciliations and balances that don’t match the bank. Most projects need some of both, and we scope them together.
Signs your books need a cleanup
- Bank or credit card accounts haven’t been reconciled in months
- The bank balance in QuickBooks doesn’t match your statement
- Uncategorized income or expense, “Ask My Accountant” or suspense accounts carry large balances
- Stripe, PayPal or Shopify clearing accounts never return to zero
- Duplicate transactions from bank feeds or app integrations
- Old open invoices or bills that were actually paid
- Your CPA or lender has asked for reliable financial statements
What our cleanup covers
- Historical transaction cleanup — recategorize transactions and attach support where available.
- Reconciliation corrections — rebuild bank and card reconciliations month by month and investigate differences.
- Duplicate transaction identification — find and remove duplicates created by bank feeds, imports and integrations.
- Suspense and clearing account review — clear uncategorized, suspense, undeposited funds and processor clearing balances.
- Receivables and payables correction — match payments to invoices and bills and remove stale open items.
- Chart of accounts review — simplify and restructure accounts so future reporting is readable.
Our cleanup process
- Free review — we look at your file, statements and the period that needs work.
- Fixed quote — a written scope, price and timeline before work begins.
- Rebuild — categorize, reconcile and correct each month in order, documenting adjustments.
- Review and handoff — reconciled financial statements for the catch-up period plus a list of adjustments.
- Stay current — optional move to monthly bookkeeping so the backlog doesn’t return.
If you want to start yourself, see our guide to cleaning up messy QuickBooks Online records.
Frequently asked questions
How long does catch-up bookkeeping take?
Most cleanups take 2–4 weeks. Multi-year rebuilds can take 6–8 weeks. Timing depends on how many months need work, transaction volume and how quickly statements are available.
How much does a cleanup cost?
Every cleanup is quoted individually as a fixed, one-time fee after a free review, based on the number of months and accounts involved. Request a quote.
Can you work in my existing QuickBooks Online or Xero file?
Yes. We normally correct your existing file so your history stays intact. If the file is beyond repair, we’ll explain the options before recommending a fresh start.
Do you file back taxes?
No. AccoTiva does not prepare or file tax returns. We deliver reconciled records that your CPA or accountant can use for any filings.
Clear the backlog
Contact AccoTiva for a free cleanup review. We’ll tell you what needs fixing, how long it will take and what it will cost.