Rapid Back Office

Cleanup & Catch-Up 03

Bookkeeping Cleanup & Catch-Up Services

Behind on your books? RBO assesses incomplete or inconsistent records, agrees on relevant historical periods and assists in organizing past transactions and reconciliations.

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Clear scope. Remote delivery. Responsibilities agreed in writing.

Service explained

Do you need cleanup, catch-up, or both?

Cleanup corrects existing bookkeeping; catch-up records missing periods. RBO assesses the records and agrees the historical periods, work and custom quotation before starting.

What shapes a cleanup quotation?

The assessment considers the months outstanding, transaction volume, bank and credit-card accounts, duplicate or misclassified entries, and availability of supporting records. Missing evidence can leave balances unresolved; a cleanup engagement cannot guarantee every historical balance.

Compare pricing and scopeDiscuss your requirements

Cleanup versus catch-up

Cleanup focuses on reviewing and correcting existing bookkeeping; catch-up focuses on recording missing periods of financial activity. Some clients need both.

Signs you may need this service

  • Unrecorded months or years of activity.
  • Unreconciled bank or credit card accounts.
  • Duplicate entries, wrong classifications or unexplained balances.
  • Customer/supplier accounts that do not align with available supporting records.
  • Need to establish usable opening records for ongoing bookkeeping.

Historical work available

  • Review transactions in agreed periods.
  • Enter missing transactions using available documents.
  • Reconcile historical bank/credit-card accounts.
  • Correct identified categorizations with appropriate authorization.
  • Review receivable/payable records where contracted.
  • Prepare agreed historical reports based on available records.

How a cleanup engagement works

  1. Consultation
  2. records assessment
  3. written scope and custom quotation
  4. agreed cleanup and reconciliation
  5. senior review and communication of unresolved matters

QuickBooks and other software

Cleanup assistance for QuickBooks Online/Desktop and other supported bookkeeping environments; feasibility varies by data and software access.

Custom pricing only

There is NO published starting price. Quotation follows review of months, volume, number of accounts, errors and document availability.

Cleanup versus recurring bookkeeping

Cleanup handles prior periods under its own project agreement; monthly bookkeeping maintains current records under separate recurring plan terms.

Plain answers

Frequently asked questions

Scope, responsibilities and next steps—without the small-print maze.

Can you clean up several years?

We assess the requested historical periods, available records and complexity before agreeing on scope.

Can you guarantee every old balance is correct?

No. Outcomes depend on evidence and the resolution of outstanding discrepancies.

Is cleanup included in the $99 plan?

No. Cleanup and catch-up are custom-quoted separately.

Can monthly bookkeeping follow cleanup?

Yes, by separate recurring engagement.

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