Bookkeeping Cleanup & Catchup

Efficient Bookkeeping, Unleashing Your Business Potential

Portrait of a smiling young African American barista leaning with her arms crossed on the

Businesses can benefit from bookkeeping clean-up and catchup services as they help maintain precise financial records, ensure compliance with tax authorities, and make informed financial decisions.

It's advisable hire a professional bookkeeper or accountant with experience in clean-up and catchup work to guarantee accuracy and completeness in the financial records. After the clean-up, businesses can confidently use their financial data for planning, reporting, and decision-making.

Why Cleanup or Catchup Your Books?

If your books are disorganized, you risk noncompliance with taxing authorities and potential penalties. Using these books to prepare tax returns can lead to audits. With Bartee Accounting Services & Integrated Corporate Solutions, you can ensure compliance, gain a clear picture of your business financial health, and make informed decisions to grow your business.

Signs You Need A Cleanup

Missing out on tax deductions

Having a hard time managing your expenses

Cash flow struggles

Concerned about your financial health

Getting fined by taxing authorities

Struggling to get your books together during tax season

Have no financial records

We Cleanup So Your Numbers Can Speak up!

The process in cleaning and catching up your books include but not limited to :

Review of your existing bookkeeping records
Bank reconciliation
General cleanup like correcting errors and removing duplicate transactions
Cleanup chart of accounts
Credit card reconciliation
Review accounts payable
Review accounts receivable
Review payroll records
Review tax filings

It All Adds Up!

For cleanup and catchup services, Bartee Accounting Services & Integrated Corporate Solutions the fee charged is based on the following factors:

Accounting System used to record transactions
Number of accounts to be reconciled
Number of monthly transactions
Number of months to be cleaned or caught up
Industry-specific reports

Assessment Before Commitment

The first step that Bartee Accounting Services & Integrated Corporate Solutions, LLC perform is an in-depth assessment of your accounting system in the following areas to ensure an overall effective financial health:

In-depth review of your Chart of Accounts
Review of Account Balances to identify uncategorized expenses, undeposited funds,
Duplications and errors
Workflow issues with Accounts Payable and Accounts Receivable

Bartee Accounting Services & Integrated Corporate Solutions, LLC charges a fee of $650.00 to conduct a diagnostic assessment. This includes the following:

Report that identifies the pain points in your accounting system
Report that shows the detailed solution of those pain points
The cost to clean up your books

We kindly invite you to schedule your consultation.