BOOKKEEPING CLEAN UP SERVICES

Get your books back to a place you can trust.

Whether your books have fallen behind or just need some attention, Mainstay helps clean up your records, catch up unfinished bookkeeping, and give you a reliable financial picture moving forward.

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Lynn from Mainstay Bookkeeper reviewing business finances

Messy books are fixable. So are books that fell behind.

Bookkeeping clean up starts with understanding where things went off track. Mainstay reviews your records, resolves inconsistencies, catches up unfinished work, and brings everything back to a reliable starting point.

What’s included in bookkeeping clean up services?

Every set of books needs something a little different. Your bookkeeping clean up may involve correcting existing records, catching up unfinished bookkeeping, or both. We’ll focus on what needs attention so you can move forward with accurate, current books.

Catch up what’s missing

If you’re behind on bookkeeping, unfinished transactions are categorized and recorded so your books can be brought current.

Correct what isn’t right

Misclassified transactions, duplicates, inconsistencies, and other bookkeeping issues are identified and corrected so your records accurately reflect your business activity.

Reconcile and verify

Bank, credit card, and relevant payment accounts are reconciled to confirm that your corrected books agree with the activity in your accounts.

What a bookkeeping clean up looks like with Mainstay.

FIND THE STARTING POINT

We start with the earliest reliable point in your books and determine what needs to be rebuilt from there. If you’ve never had formal bookkeeping in place, we’ll establish a clean starting point instead.

REBUILD THE BOOKS

From that starting point, we work forward through the missing or unreliable periods, categorizing uncategorized transactions, correcting misclassifications, and rebuilding the records needed to bring your books current.

RECONCILE AND FINALIZE

We reconcile your accounts through the present, review the completed books for accuracy, and finalize your records so you have a reliable financial picture moving forward.

Bookkeeping clean up questions, answered clearly.

What is included in bookkeeping clean up services?

Bookkeeping clean up services are tailored to what your records actually need. That may include categorizing missing transactions, correcting misclassified activity, removing duplicates, reconciling accounts, reviewing prior bookkeeping, and bringing your records to a reliable current balance. We’ll determine what needs attention before beginning the clean up.

What is included in bookkeeping clean up services?

What is the difference between bookkeeping clean up and catch up bookkeeping?

Bookkeeping clean up corrects records that have already been entered but may be inaccurate, incomplete, or unreconciled. Catch up bookkeeping focuses on periods where bookkeeping was never completed. Many businesses need a combination of both, and we can determine what applies to your books during the initial review.

What is the difference between bookkeeping clean up and catch up bookkeeping?

How far behind can my books be?

There isn’t a specific cutoff. Whether you’re a few months behind on bookkeeping or have a longer period that needs attention, we can assess what has been completed, identify where reliable records end, and determine the best way to catch up your books.

How far behind can my books be?

Can you clean up my QuickBooks Online account?

Yes. Mainstay offers QuickBooks cleanup services for businesses whose QuickBooks Online records need to be corrected, reconciled, or brought current. A QuickBooks cleanup can include reviewing existing transactions, correcting categorization issues, reconciling accounts, and addressing other problems affecting the reliability of your books.

Can you clean up my QuickBooks Online account?

What if I’ve never done formal bookkeeping before?

That’s okay. If there isn’t a reliable set of books to work from, we can establish a starting point and build the bookkeeping forward using the available business records. You don’t need to clean up your books before reaching out. Figuring out what needs to be done is part of the process.

What if I’ve never done formal bookkeeping before?

How long does a bookkeeping clean up take?

The timeline depends on how much history needs attention, the number of accounts and transactions involved, and the condition of the existing records. After reviewing your books, I’ll explain the scope of the clean up and what you can expect before work begins.

How long does a bookkeeping clean up take?

Do I need to be local to work with Mainstay?

Bookkeeping clean up and catch up services start at $1,000, with final pricing based on the amount of history involved, transaction volume, number of accounts, and the condition of the existing books. Your consultation and initial review help determine the scope before you commit to the work.

Do I need to be local to work with Mainstay?

Can you handle my monthly bookkeeping after the clean up?

Yes. Once your books are accurate and current, Mainstay can transition your business into ongoing monthly bookkeeping so they stay that way. We’ll talk through whether continued support makes sense for your business once the clean up is complete.

Can you handle my monthly bookkeeping after the clean up?

Let’s get your books back on track.

Book a free consultation to talk through where your books stand, what needs attention, and the clearest path to getting them current and reliable again.

Book a free consultation