Catch-Up & Cleanup Bookkeeping

Behind on your books, or not sure they're right? We get your QuickBooks or Xero file caught up, cleaned up, and ready for tax time.

Who it's for

Small business owners who have fallen months behind, inherited a messy file from a previous bookkeeper, or need accurate numbers before tax season, a loan application, or a sale.

What's included

We categorize uncategorized and miscategorized transactions, reconcile your bank and credit card accounts for past months, fix duplicate entries and balance issues, and deliver a clean set of financial statements when we're done.

How it works

We start with a quick review of your file and statements, send you a quote for the cleanup, then work through each month until your books reconcile. Once you're caught up, you can move straight onto one of our flat-fee monthly plans.

Get a quote

Tell us how far behind you are and which software you use, and we'll send you a cleanup quote. Email info@openshutbooks.com or use the form on our Contact page.