Catch-Up and Cleanup Bookkeeping
Catch-up bookkeeping brings books that are months or years behind up to date. Missing transactions are recorded, every account is reconciled to its statements, and past errors are corrected so the records can be trusted again.
How a catch-up works
We start by finding the last month your books were reliable and gathering the bank, credit card and loan statements for every month since. Then we work forward one month at a time: record what is missing, reconcile each account against its statement, and correct entries that landed in the wrong place.
When the catch-up is done, you receive reconciled reports for the period, and your CPA receives clean files to work from.
What affects how long it takes
Every catch-up is different, so we do not quote a set timeline or price before we see the books. The main factors are how many months are behind, how many bank and credit card accounts you have, how many transactions you record each month, whether statements and receipts are easy to get, and how much of the existing work needs correcting.
After the free consultation and a look at your records, we tell you plainly what the catch-up involves and quote on that basis.
After the books are current
Most clients move straight into our monthly outsourced bookkeeping, so the books never fall behind again. If you would rather keep them yourself, private QuickBooks training can set up the routine with you.
How we get started
- Free consultation. Tell us about your business, the software you use and where the books stand today. There is no cost and no obligation.
- A look at your books. We review your recent records and statements so the quote and the plan are based on your actual books, not a guess.
- Setup and catch-up. We connect to your books in the way that suits you, bring any missing months current and set up the routine.
- Your first monthly close. We reconcile, close the month and walk you through the reports. From then on, the same routine runs every month.
Who does the work
Anthony Logozzo usually leads the catch-up and stays your first contact through it. Michael Berger reviews the reconciled results before they go to you and your CPA. Meet the partners.
Further reading
- Catch-Up Bookkeeping: How to Get Your Business Books Back on Track
- QuickBooks Bank Feed vs Bank Reconciliation: What Is the Difference?
- What to Give Your CPA at Year End: A Bookkeeping Handoff Checklist
- How to Switch Bookkeepers Without Losing Track of Your Books
- What reconciliation means
- What a chart of accounts is
Who this is for. A good fit for New Jersey owners whose books slipped during a busy season, a staff change or a move to new software, and for anyone whose CPA has asked for cleaner records before tax time.
What our clients say
I've worked with Anthony & Michael for a few months now. I am a new business owner and met them at a local Business Expo. BEYOND GRATEFUL TO HAVE CROSSED PATHS. For anyone that has opened a small business, you fully understand it is stressful enough to not have to worry about accounting and bookkeeping. I trust AMX implicitly! Their experience & expertise on the back end, allow me to focus on the front end and growing our business. Thank you Mike & Anthony! If ANYONE reading this is in a similar situation as I was, STOP YOUR SEARCH & CALL AMX BOOKKEEPING!! Thank me later
Small Business Owner
Mike Berger has performed book keeping/accounting services for our investment group that has spanned three LLCs for over seven years. He does excellent book keeping and accounting services - and is diligent, thorough, and affordable. Highly recommended for businesses of all sizes.
Investment Group
I have worked with Michael Berger of AMX for years. He is the bookkeping solution for my non profit as well as my business. He make my bookkeeping seamless and simple. Mike is kind, accurate, motivated, knowledgable, and affordable. He even did a house call! I strongly recommend AMX- they are the best!
Nonprofit & Business Owner
AMX provides affordable bookkeeping services in New Jersey. We at Club Metro USA have been a long time client and are happy with their service. Highly recommended and very professional.
Club Metro USA
Catch-Up and Cleanup Bookkeeping: common questions
Straight answers to the questions owners ask before they get started. If yours is not here, ask us directly.
Ask a bookkeeping questionHow far behind can my books be?
We have no set limit. Whether it is a few months or several years, we start from the last month the books were reliable and work forward.
What do I need to gather?
Bank, credit card and loan statements for every month that is behind, plus access to your accounting file. Receipts and invoices help where an entry is unclear. We tell you exactly what is missing as we go.
How much does catch-up bookkeeping cost?
It depends on the months behind, the number of accounts, transaction volume and how much existing work needs correcting. We do not publish set prices; we quote after a free consultation and a look at your books.
Will my CPA be able to use the results?
Yes. You receive reconciled reports for the catch-up period, and your CPA receives clean, reconciled files to start from.
Related services
Outsourced Bookkeeping
We keep your books organized and reconciled every month, so you can see where your business stands without doing the data entry yourself.
QuickBooks Training
Hands-on training and support for QuickBooks Desktop and Online, so you and your team can keep accurate books with confidence.
Financial Reporting & Forecasting
We turn your transactions into clear monthly, quarterly and annual reports and forecasts, so you can plan spending and understand cash movement.
Ready to get your books in order?
Tell us about your business and where you need support. We will talk through the next step in a free consultation, with no pressure and no obligation.