1. Diagnose
Identify incomplete periods, missing sources, unreconciled accounts, and balances that need support.
Behind, incomplete, or inconsistent books
Catch-up bookkeeping starts by proving what is missing.
ClearClose first maps the months, accounts, statements, and unresolved balances. That source inventory determines whether the job is routine catch-up work, a deeper cleanup, or blocked until records are recovered.
Catch-up vs. cleanup
Missing work and incorrect work are different problems.
Catch-up bookkeeping completes periods that were not recorded or closed. Cleanup bookkeeping corrects existing classifications, reconciliations, duplicates, transfers, owner activity, or balances that do not support reliable reports.
A file can need both. ClearClose scopes the source gap before quoting the added work.
Common starting evidence
- Accounting-system access or export
- Bank and credit-card account list
- Statements for incomplete periods
- Prior-year ending balances or reports
- Payroll, loan, and owner-activity context when applicable
- Known filing deadlines or lender requests
2. Confirm scope
Separate routine catch-up work from corrections, tax-return preparation, payroll, or other add-ons.
3. Rebuild and review
Complete agreed periods, reconcile accounts, document open questions, and produce reviewable reports.
Questions owners ask
Bookkeeping answers before you commit.
Can existing QuickBooks books be cleaned up?
Yes, after ClearClose reviews the file, periods, accounts, and source records and confirms the cleanup scope.
How long does catch-up bookkeeping take?
Timing depends on the number of periods and accounts, source completeness, transaction volume, and how quickly open questions are resolved. ClearClose confirms timing after diagnosis.
Can cleanup guarantee a tax outcome?
No. Cleanup creates better-supported books. Tax treatment and filing outcomes depend on the facts, records, engagement scope, and applicable rules.
What if statements are missing?
Missing source records are identified as blockers. ClearClose will not invent transactions or force balances to make a file appear complete.
Can ongoing monthly bookkeeping begin after cleanup?
Yes, when the file is supportable and the ongoing scope fits a published or custom monthly plan.
Next step
Start with the bookkeeping problem you need solved now.
Choose a published plan or send basic business details for a scope review. Do not send tax returns, bank credentials, statements, or tax IDs through the public form.