BOOKS CLEANUP & CATCH-UP BOOKKEEPING
Messy Books? We'll Fix Them — No Matter How Far Back.
Behind on your bookkeeping? Inherited a mess? We clean up and catch up — transaction reclassification, bank reconciliation, and missing months filled in — so you can start fresh with accurate records.
WHAT'S INCLUDED
What Our Books Cleanup Covers
Books Diagnostic
We assess the state of your books — identifying what's missing, miscategorised, or unreconciled — and give you a clear scope.
Bank Reconciliation Catch-Up
Reconciling every bank account and credit card from the point things went wrong — however far back that is.
Transaction Reclassification
Finding and fixing miscategorised transactions — ensuring expenses hit the right accounts and reports are accurate.
Bank Feed Cleanup
Duplicate transactions, mismatched rules, and uncategorised items — all cleaned up and rules rebuilt properly.
Historical Financial Statements
Once cleaned, we generate accurate P&L and balance sheets for every period — ready for tax prep or review.
Ongoing Bookkeeping Setup
After cleanup, we can transition to monthly bookkeeping — keeping your books clean going forward.
HOW IT WORKS
Simple. Reliable. Delivered.
Send Us Access
Grant read access to your QuickBooks or Xero account and share bank statements for the periods that need attention.
We Diagnose & Quote
Within 48 hours we'll tell you exactly what needs fixing, how long it will take, and what it will cost. No surprises.
Clean Books Delivered
We work through the cleanup systematically, keeping you updated, and deliver accurate financials at the end.
WHY VERIS
What Makes Us Different
No Judgement — Just Solutions
Books get messy. We've seen it all — from one missed month to three years of backlog. We fix it without making you feel bad about it.
Fixed-Price Cleanup
After the diagnostic, you get a fixed price — not hourly billing that spirals. You know exactly what you're paying.
Tax-Ready Output
Every cleanup ends with financials that your CPA can use directly — saving you money on your tax preparation bill.
Fast Turnaround
Most cleanups are completed within 2-4 weeks depending on scope. Rush options available for tax deadlines.
For CPA Firms
Running a CPA practice?
We deliver this service white-label under your firm’s name. You review and sign — we handle the work. US-managed, fully confidential, scalable from 1 client upward.
Don't Let Messy Books Hold You Back.
Get a free diagnostic. We'll tell you exactly what needs fixing and what it will cost — before you commit.
+1 (929) 600-0884 · info@verisfinancials.com