Lighthouse Bookkeeping
Catch-Up and Cleanup Bookkeeping for QuickBooks Online
Behind on the books or unsure whether the balances are right? Start with a review and a defined scope for bringing your records up to date.
Behind on the books or unsure whether the balances are right? Start with a review and a defined scope for bringing your records up to date.
Catch-up work covers periods that have not been completed. Cleanup addresses errors or unclear balances in records that already exist. Many organizations need a combination of both.
We look at the last reliable period, the available statements, the accounts involved, and the quality of the supporting records. That assessment helps us identify the work instead of guessing from the size of the backlog.
The number of months, transaction volume, accounts, and complexity affect the quote and timeline. We clarify the documents needed, the deliverables, and the questions that may require your input or your tax professional’s review.
Missing transactions and categories are addressed alongside statement reconciliation. Differences need investigation, and unresolved items are made visible rather than hidden by an unsupported adjustment.
The result is the agreed completed periods, corrected records, and reports, with any remaining questions identified. The final outcome depends on the information available and the scope of the engagement.
Once the historical work is complete, ongoing monthly bookkeeping can help prevent another backlog. We discuss how documents will be gathered and who responds to questions each month.
Cleanup brings older records up to date and makes them reliable. Defining the work first keeps it manageable.
We look at the last period you trust, what is missing and which accounts are involved.
The months covered, the accounts, the condition of the records and the expected deliverables are written down before work begins.
The oldest affected period comes first so each month starts from a reliable balance.
Once the books are reliable, a monthly routine keeps them that way.
We estimate timing after reviewing the missing periods, complexity, and available records. There is no one timeline that fits every backlog.
We can discuss the records you have and identify the gaps. Missing information may limit what can be completed.
It is separately reviewed and quoted unless your agreement says otherwise.
It depends on the number of months, the accounts and the condition of the records. We scope it before starting rather than guessing.
Statements, access to your accounts and software, and answers to questions about transactions that are unclear.
Cleanup is reviewed and quoted separately, based on the scope. You can see how it fits with monthly plans on the pricing page.
Yes. Our guide on how to catch up on months of bookkeeping lays out the steps you can take before getting help.
Start with a free conversation about your records, reporting needs, and the support that fits.