QuickBooks cleanup and catch-up bookkeeping

Months or years behind? We get your QuickBooks Online file current and reconciled for one fixed price, and can pair it with prior-year returns so you're caught up on filing too.

Book a 15-minute fit call See pricing

QuickBooks Online ProAdvisor, Level 2Fixed monthly feesMonth-to-monthBased in Lee's Summit, MO

How catch-up works

Short answer: Catch-up bookkeeping brings a QuickBooks file current by reconciling every bank and card account month by month, fixing miscategorized transactions, and cleaning up the balance sheet. We quote it at about 0.75× your monthly rate for each month behind, and roughly half off when you start a monthly plan.

Review. We look at your QuickBooks file (or bank statements, if there is no file) and your last tax return.
Fixed quote. One price for the whole cleanup, in writing, before any work starts.
Cleanup. Reconcile every account, fix categories, clear out duplicate and uncategorized transactions, and tie the balance sheet out to statements.
Hand-off. You get current financials. From there we can keep you current monthly, prepare prior-year returns, or hand clean books to your CPA.

Typical cleanups take about a week once the scope is set and statements are in hand.

Common problems we fix

Bank feeds that were accepted without review, leaving duplicates and wrong categories
Hundreds of transactions sitting in "Uncategorized" or "Ask My Accountant"
Accounts that have never been reconciled, or reconciliations that don't match the statement
Loan payments booked entirely as expense instead of principal and interest
Owner personal spending mixed into business expenses
Undeposited Funds balances that never clear

Pricing example

If your monthly plan would be $400 and you're 6 months behind, catch-up is about 0.75 × $400 × 6 = $1,800. Start a monthly plan with us and it's roughly half that. Every quote is fixed before we start.

Common questions

How much does QuickBooks cleanup cost?

We quote catch-up at about 0.75 times your monthly bookkeeping rate for each month behind, with roughly 50% off when you start a monthly plan. You get one fixed quote before work begins.

How long does catch-up bookkeeping take?

About a week for a typical cleanup once the scope is set and we have bank and card statements. Multi-year cleanups take longer and are scheduled in the quote.

Can you file my past-due tax returns too?

Yes. We can pair catch-up books with prior-year business and personal returns on one fixed proposal, so you get caught up on both.

What if I don't have QuickBooks set up at all?

That's fine. We can build the books from your bank and card statements in a new QuickBooks Online file.

Tell us what's behind and what's due

A 15-minute call, then a fixed-fee proposal. If we're not the right fit, we'll point you to someone who is.

Book a fit call

greg@novaheritagegroupllc.com · (913) 213-3503