Cleanup & Catch-Up

Get the books back to a place you can trust.

If the accounting is months behind, balances do not make sense, or the financial statements cannot be relied on, the first step is not more reporting. It is fixing the foundation.

Discuss Your Cleanup

Typical cleanup problems

✓ Months of transactions not reconciled
✓ Duplicate, missing, or misclassified activity
✓ Bank or credit card balances that do not tie
✓ Old receivable or payable balances
✓ Loan and balance-sheet accounts that are wrong
✓ Reports that cannot be trusted for decisions or tax work

Diagnose

Review the current file, reconciliations, key balance-sheet accounts, and the period that needs correction.

Correct

Catch up transactions, reconcile accounts, correct material classifications, and resolve unsupported balances.

Stabilize

Establish a repeatable monthly process so the business does not end up in the same position again.

Cleanup should solve the underlying problem, not just make the file look better.

The goal is to understand why the books became unreliable and establish a workable process going forward. That might mean clearer account structure, better transaction workflows, stronger month-end reconciliation, or simply moving recurring bookkeeping off the owner's plate.

After cleanup

Once the accounting is dependable, the business can move into ongoing bookkeeping, improve cash visibility with cash flow forecasting, or add fractional CFO support when higher-level decisions require it.

Common questions

How do I know if my bookkeeping needs cleanup?

Common signs include unreconciled bank accounts, unexplained balances, duplicate or missing transactions, old accounts receivable or payable balances, negative asset or liability balances, and financial statements you do not trust.

Can you catch up several months of bookkeeping?

Yes. Catch-up work can be scoped based on how many months are behind, the number of accounts and entities, transaction volume, and the condition of the existing books.

What happens after the cleanup?

You can transition into ongoing monthly bookkeeping, keep the cleaned books in-house, or add deeper reporting and advisory support depending on what the business needs.

Will you coordinate with my CPA?

Yes. Platinum Ledgers can coordinate with your tax professional so the corrected books and supporting information are ready for tax or year-end work.

Before tax season

Not sure what shape your books are in?

The Year-End Books Health Check reviews your books so far this year and gives you a clear list of what to fix, with a fixed-price quote. Your $250 fee is credited if you hire us for cleanup or monthly bookkeeping.

See How It Works

Start with a free 15-minute call.

Behind does not have to become permanent.

Start with a clear assessment of what is wrong, how far back the cleanup needs to go, and what it will take to build a reliable starting point.

Discuss Your Books