Clean Up & Catch-up of your Books
Support from Day One – And Beyond.
If you’re behind on your books, overwhelmed by messy records, or haven’t touched your financials in months (or years)—you’re not alone, and you’re not beyond help. At Finveritas Bookkeeping, we specialize in untangling backlogs and cleaning up disorganized accounts so you can stop guessing and start leading your business with clarity. Whether you’re preparing for taxes, applying for funding, or simply want peace of mind, we’ll get your books back in order—quickly, accurately, and without judgment.
Clean Up & Catch-Up Bookkeeping
Behind on your books? We’ll fix it fast—and get you back in control.
Whether you’ve fallen behind by a few months or a few years, you’re not alone—and you’re not stuck. At Finveritas Bookkeeping, we specialize in helping businesses just like yours catch up, clean up, and move forward with confidence. From missing transactions and messy records to unreconciled accounts and uncategorized expenses, we bring order to the chaos—and get your books tax-ready, lender-ready, and future-ready.
Key Features
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Cleanup of past months or years of bookkeeping
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Accurate categorization of income and expenses
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Reconciliation of bank, credit card, and loan accounts
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Fixing duplicate or incorrect entries
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QuickBooks and Xero optimization (if applicable)
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Historical Profit & Loss and Balance Sheet generation
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Contractor payment summaries for 1099 preparation
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Secure file exchange and private reporting portal
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Optional CPA collaboration for year-end or audit prep
How It Works
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Free Discovery Call
We assess the current state of your books and identify what needs to be done. -
Secure Data Collection
You provide access to your accounts, receipts, or documents—or we help you gather what’s missing. -
Clean-Up & Categorization
We fix errors, reconcile accounts, and organize your financial data for clarity and accuracy. -
Financial Reporting
We deliver professional reports (P&L, Balance Sheet, etc.) showing where your business stands—often for the first time in months or years. -
Ongoing Options
Want to stay on track? We offer monthly bookkeeping so you never fall behind again.
Why Use Finveritas for Clean Up & Catch-Up?
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No judgment, just solutions.
Whether it’s 3 months or 3 years—we’ve seen worse. We’re here to help, not criticize. -
Fast turnaround.
We move quickly and keep you updated at every stage of the clean-up process. -
Clear pricing.
No vague “we’ll see” quotes—we tell you exactly what it’ll cost based on the number of months and complexity. -
Tax-ready results.
When we’re done, your CPA (or the IRS) will be thrilled with how organized your books are.
Your Business Benefits By…
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🧾 Becoming fully tax-ready with clean, accurate records
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🏦 Gaining access to small business loans or credit
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🔍 Seeing where your money is going—and why
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✅ Reducing stress and preventing future bookkeeping problems
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📉 Catching missed deductions, errors, or revenue leaks
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📊 Having complete financial clarity to make confident decisions
Top 10 FAQs – Clean Up & Catch-Up Bookkeeping
1. How do I know if I need clean-up or catch-up services?
If you have unreconciled accounts, unclassified transactions, or haven’t updated your books in 2+ months, you likely need one or both. We’ll confirm that during a free consultation.
2. How far back can you go?
As far as needed—whether it’s a few months or several years. We often clean up books going back 3+ years, especially before audits, tax filings, or business sales.
3. How long does it take?
Most clean-up jobs are completed in 1–3 weeks, depending on the number of months and volume of transactions.
4. What if I’m missing statements or receipts?
We’ll work with what you have and help you retrieve what’s missing. We can access most data through read-only bank connections or previous software records.
5. Can you help if my books were done incorrectly by someone else?
Yes. We’ll assess the damage, clean up any misclassified or duplicated transactions, and rebuild what’s needed.
6. Do I need to be using QuickBooks already?
Nope. If you’re not using a bookkeeping platform yet, we can help you choose one and build your historical data into the new system.
7. Will I be able to use my books for taxes or financing after?
Yes. Once clean-up is complete, your records will be CPA- and lender-ready with standard financial reports.
8. What does it cost?
It depends on the number of months needing cleanup and the complexity. Most projects start at $499, and we provide a flat quote before any work begins.
9. Do you offer ongoing monthly bookkeeping afterward?
Absolutely. In fact, most clients stay with us after the catch-up to keep their books clean and current moving forward.
10. Is my financial data safe with you?
Yes. We use bank-level encryption, secure portals, and never share your information with anyone without your consent.
It’s time to stop stressing about what’s undone—and start feeling in control.
Let’s clean it up, catch it up, and get you back on track.
[Book Your Free Catch-Up Call Today]
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