Catch-up & QuickBooks cleanup

A fresh start for your books.

Months or years behind on your bookkeeping? Tidwell helps reconcile backlogged transactions, clean up QuickBooks files, and organize your financial records. We start with where you are and build a practical plan to get you current.

Tidwell team members reviewing records together at an office computer

Behind on bookkeeping? Start here.

Maybe a deadline is approaching, a lender needs financials, or your QuickBooks file has become difficult to untangle. Falling behind happens. Our team works through incomplete records and reconciliation problems without judgment, so you can begin using your numbers again.

How we help

Careful attention to every part.

Backlogged transaction reconciliation

We reconcile historical bank and credit card activity and work through missing periods.

QuickBooks file cleanup and repair

We diagnose duplicate entries, miscategorized expenses, broken reconciliations, and incorrect balances.

Missing documentation recovery

We help organize and reconstruct available records to support your books and financial reviews.

Organized records for your tax preparer

Reconciled accounts, consistent categories, and organized documentation help your tax preparer work with a clearer financial picture.

Cleanup around your business

From retail and professional services to e-commerce and trade businesses, we tailor the work to how your business operates.

Working with Tidwell

A clear scope and a way forward

We review what your cleanup involves and discuss scope and pricing before work begins. Once the historical records are caught up, we can hand over your organized books or continue with monthly bookkeeping to help you stay current.

Explore all our services

Good to know

Can you help if my books are months or years behind?

Yes. Catch-up work can include historical reconciliation, QuickBooks corrections, and organizing missing documentation. We review your records and deadlines before agreeing on the scope.

Let’s make room for what’s next

Focus on your business.
We’ll handle the books.

Catch-up cleanup typically runs $2,000 to $2,500, including the $250 scoping review. See pricing

Call (805) 462-8608Schedule a call