How much do bookkeeping cleanup and catch-up services cost?

Our cleanup and catch-up services are quoted as a single, all-inclusive flat project fee before any work begins, based entirely on the size of your backlog, open accounts, and transaction volume.

How far behind can my books be before you can take them on?

There is no limit on how far behind your books can be. We regularly take on files that are 2, 3, or even 4 years behind, or books that were completely abandoned by a previous bookkeeper.

What is the difference between bookkeeping cleanup and catch-up?

Catch-up fills in work that was never done (entering missing months of unrecorded bank activity), while cleanup corrects work that was done improperly (untangling duplicate entries and fixing broken equity).

Can you clean up our books in time for an upcoming tax filing deadline?

Yes. If an impending tax deadline or loan application is driving your cleanup, we verify whether the deadline is achievable before you commit and dedicate focused accounting capacity to deliver ahead of cutoffs.

Historical Catch-Up & Cleanup Services

Bookkeeping Cleanup and Catch-Up Services to Get Your Books Back on Track

Bookkeeping cleanup services for businesses that are behind on bookkeeping by months or years. We code, reconcile and correct the file, then hand it back with a full change log. One flat fee, a fixed scope, and most projects done in 3 to 15 business days.

Book a Free Consultation See What a Cleanup Covers

CATCH-UP PROJECT

12 months · Reconciled

100% RECONCILED

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Transactions categorized 2,406

Accounts reconciled 3 of 3

Duplicate entries removed 120

Prior-year balances corrected Done

Corrected P&L Balance sheet Change log CPA handoff

Certification

Certified on the platforms you already use

FROM BACKLOG TO BALANCE

What Catch Up Bookkeeping Services Put Right

Every business has different bookkeeping needs, especially when records are incomplete or overdue. To help you understand what to expect, here's what our bookkeeping catch-up and cleanup service covers, step by step.

Rebuilding Missing Historical Records

We trace bank, credit card, and loan statements across every backlogged period, importing and recording every missing transaction accurately into your general ledger.

Recover missing historical statement PDFs
Multi-year transaction ingestion and categorization
Reconnecting corrupted bank software feeds

Eliminating Duplicate & Misclassified Entries

Duplicate bank syncs, personal expenses mixed with business funds, and "Ask My Accountant" dumping grounds are dissected and corrected line by line.

Strip out phantom duplicate transactions
Clean out massive uncategorized expense queues
Correct owner draw vs. business expense allocations

Account-by-Account Reconciliation

Every single checking, savings, credit card, PayPal/Stripe processor, and equipment loan is reconciled to zero variance against official bank statements.

Eliminate lingering uncleared checks and deposits
Balance credit card interest and fee charges
Reconcile merchant payout transfers and reserves

Correcting Opening Balances & Equity

Past bookkeeping mistakes often corrupt opening balance equity, retained earnings, or loan balances. We isolate the root discrepancies and balance them out.

Repair broken opening balance equity
Align prior-year retained earnings with filed tax returns
Reconcile loan principal vs. interest amortization

Payroll & Tax Liability Realignment

We verify that past payroll runs, quarterly tax withholdings, and sales tax or GST liabilities match actual state and federal agency filings.

Reconcile wage summaries with filed 941s / STP
Clear phantom sales tax / GST liability balances
Identify missed contractor 1099 payment records

Change Log & CPA-Ready Handoff

You receive an itemized change log explaining exactly what was adjusted and why, accompanied by pristine financial statements ready for immediate tax filing.

Detailed adjust-entry documentation for your CPA
Clean Profit & Loss and Balance Sheet package
Optional seamless handover to ongoing monthly service

Software Proficiency

Software for Outsourced Solutions

No forced migrations and no proprietary portal. We plug into your existing stack not around it.

The Cost of Waiting

Cleanup Now vs. Leaving It Another Quarter

The longer your books stay behind, the harder it gets to catch up.

Factor	Without Cleanup	With QuantBooks
Scope	The backlog grows with every passing month	A clear plan to bring your books up to date
Tax Preparation	Incomplete books can delay tax preparation	Organized records ready for your CPA's review
Records	Older statements become harder to retrieve	We gather available records and flag missing items
Deduction	Uncoded transactions can lead to missed deductions	Expenses categorized for your CPA to review
Finance	Outdated financials can complicate loan applications	Updated books make financial information easier to share
Cost of the fix	More delays can mean more cleanup work	Scope and fees agreed before work begins

4-Step Methodology

From First Look to Clean Books, in Four Steps

A cleanup is a structured project with a clear beginning and end date. You know the exact timeline and fee before committing.

Discovery

Confidential File Diagnostic

We securely access your accounting software, review the open periods, count bank accounts and transactions, and identify exact discrepancies.

Scope & Fee

Fixed Quote & Delivery Date

You get a clear scope of work, one fixed fee, and an agreed finish date. If a tax deadline is approaching, we confirm the timeline is realistic before getting started.

Rebuild

Systematic Reconciliation

Our accountants import missing statements, strip duplicates, recode historical transactions, align opening balances, and balance every account to zero.

Hand-Off

Walkthrough & Change Log

We conduct a walkthrough call, provide a line-by-line change log, and deliver CPA-ready financial statements ready for immediate tax filing.

Get Your Free File Assessment

What our client says

What Business Owners Say About Our Services

"As a growing startup, I was looking for reliable bookkeeping support without the cost of hiring a full-time employee. Ehjaz is responsive, knowledgeable, and easy to work with. Having our books maintained properly and receiving timely financial reports has given me much better visibility into the cash flow and helped me make more informed decisions. Thanks, Ehjaz for your all hard work!"

David K.

Founder, LAAE Marketing · Miami, FL

"During the busy season, we needed some additional support with tax preparation, so we outsourced part of our work to QuantBooks Global. They quickly understood our requirements, handled the work accurately, and delivered everything on time. Their support was a great relief for us during and we would definitely recommend them to other firms looking for tax preparation support."

Rachel G. CPA

Managing Partner, CPA Firm · Austin, TX

"Payroll and sales tax filings were taking more time than we expected, and it was becoming difficult to keep up with the deadlines while managing our day-to-day operations. A friend referred me to Ehjaz. His team handled the filings on time and kept us updated throughout the process. Since working with them, I have a lot more confidence that our payroll and sales tax compliance is being taken care of properly."

Peter S.

CEO, Robust Pharma · Los Angeles, CA

"We were looking for a partner who could take care of our day-to-day accounting and back-office work so we could spend more time focusing on advisory services and client relationships. Ehjaz took the time to understand how we work and quickly adapted to our processes. He has always been responsive and proactive whenever we need help. He genuinely feels like an extension of our onshore team."

Dinesh M. CPA

Partner at CPA Firm · Seattle, WA

"I moved to Ehjaz this year and he made the changeover effortless. He brought my bookkeeping and tax up to date, kept everything compliant, and avoided any penalties. Great communication and very thorough. Highly recommend."

Sara S.

Co-Founder, Chili Candy · Melbourne, Australia

"Ehjaz was an excellent to work with. He was very communicative upfront and clear on the scope of work. He went above and beyond for us. I'd work with him again in future and he accomplished my task well. Highly appreciate his efforts."

Ryan T.

Owner, Elite Art Painting · Queensland, Australia

Common Inquiries

Frequently Asked Questions About Bookkeeping Cleanup

Honest answers about project pricing, timelines, and how we handle messy accounting files.

Bookkeeping clean up services are priced as one flat project fee, based on the size of the backlog, not billed by the hour. Two things drive the fee: how many months are open and how many accounts need reconciling. We quote after a free look at your actual file. The fee is fixed, so it holds even if the work turns out messier than it looked.

Most catch-up projects are completed within 3 to 15 business days. A single quarter of backlogged transactions can often be finished in 3 to 5 days, while multi-year cleanups spanning several accounts typically take 10 to 15 business days.

There is no limit on how far behind the books can be. We often take on files two or three years behind, files a past bookkeeper left mid-year, and businesses bought with no usable records. The IRS generally expects you to keep records for at least three years, so older gaps can still matter at tax time.

Catch-up fills in work that was never done, while clean up fixes work that was done wrong. In a catch-up, months of transactions sit uncoded and unreconciled. In a clean-up, entries exist but are miscoded, doubled or unreconciled, so the reports cannot be trusted. Most real files need both, so we quote clean up and catch-up bookkeeping services as one project.

Yes, we can fix messy books for taxes as long as the deadline is realistic, and we confirm that before you commit. Tell us the date on the first call. If we cannot make it, we will say so rather than take the work and miss. Your CPA can then file an extension; such as Form 7004 for a business return. An extension moves the filing date, not the date tax is due.

Get Back on Track

Get a Clear Picture of Your Backlog

Schedule a quick, confidential file assessment. We will open your file, assess the backlog, and give you a clear flat quote.

Book a Free File Assessment Talk to Us

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Information you provide directly: When you contact us, submit an inquiry, or fill out a form on our website, we may collect:

Your name, job title, and company/firm name
Your work email address and phone number
Details about your firm's staffing and accounting needs
Any additional information you include in messages or consultation notes

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We implement industry-standard security safeguards across all operations:

End-to-end encryption for all data in transit and at rest
Access controls governed by strict least-privilege principles
Biometric facility access and 24/7 CCTV surveillance in production facilities
Disabled USB storage and external drives on all client workstations
Continuous network monitoring, encrypted corporate VPNs, and firewall protection
Regular security audits and verified backup recovery procedures

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We are ISO 27001:2022 certified, maintain Written Information Security Plan (WISP) compliance, and adhere to IRS Section 7216 guidelines and FTC Safeguards Rule requirements for protecting taxpayer and confidential client records.

7. International Data Transfers & NDAs

As a global outsourcing company operating in India and the United States, all cross-border workflows comply with ISO 27001:2022 standards. Comprehensive NDAs are signed before any system credentials or client workpapers are shared.

8. Your Rights & Contact

Depending on your jurisdiction (US, Australia, or International), you may request access to, correction of, or deletion of your contact data. For any inquiries, reach out directly to:

Email: info@quantbooksglobal.com
Headquarters: 4th Floor, D Block, Vardaan Complex, Near Sardar Patel Stadium, Navrangpura, Ahmedabad, 380009, India
USA Office: 10685 Hazelhurst Dr B, Houston, TX 77043, USA