Not every bookkeeping problem looks the same, and the fix depends on where your business stands. Here’s how to figure out which service you need.
Catch Up Bookkeeping
This is for business owners who’ve fallen behind. Transactions haven’t been entered in months, accounts haven’t been reconciled, or you simply don’t have reports to look at. Catch up bookkeeping brings everything up to date so you finally have a full, current picture of your finances.
Signs you need this:
- Months of transactions are still unrecorded
- Bank and credit card accounts haven’t been reconciled
- Payroll hasn’t been tracked properly
- You have no reports to reference for tax time or decision-making
Clean Up Bookkeeping
This is for owners whose books are current but messy or unreliable. If your categories don’t make sense, expenses are miscoded, or your reports leave you more confused than informed, you need a clean up. That means correcting errors, rebuilding your chart of accounts, and making your numbers trustworthy.
Signs you need this:
- Overlapping categories (like “Meals,” “Dining,” and “Food Expenses” all in use at once)
- All income dumped into one “Sales” account instead of broken out by product or service
- Clearing accounts or balances that don’t match your bank statements
- A chart of accounts cluttered with categories you no longer use
Most businesses need both
If you’re behind and disorganized, we catch you up first, then clean things up, so your books end up both current and accurate going forward.
Not sure which one you need? Schedule a call and we’ll go through your books together to find out.