Months never reconciled
Nobody has matched the file to a bank statement in a year, so no report from it can be trusted.
Service
Bookkeeping Cleanup & Catch-Up
Behind by a few months — or a few years — and dreading the conversation. We start there.
Falling behind on the books is not a character flaw; it is what happens when the season gets busy and the person doing the bookkeeping is also the person running the crew. The problem is that a backlog compounds: unreconciled months hide errors, and every month added makes the eventual cleanup larger.
Cleanup is reconstruction work, not late monthly bookkeeping. We go back through the period, rebuild what was recorded, reconcile it against statements, and correct the coding so the resulting numbers can actually be used — by you, and by whoever prepares your return.
The problem
What this usually looks like.
A large uncategorized pile
Hundreds of transactions parked in an uncategorized or holding account, waiting for someone to make a decision about each one.
Job costs coded to overhead
Real job spend sitting in general expense accounts means margin history is wrong for every job in the period.
An extension filed, then filed again
The return keeps waiting on the books, and the delay quietly costs more than the cleanup would have.
What Crew Bookkeeping does
Assess the file before quoting
We look at how many months are open, how many transactions are involved, and what condition the records are in, then quote from that rather than a guess.
Reconstruct and reconcile the period
Statements, bills, and payment records rebuilt month by month until each account reconciles.
Recode job costs correctly
Materials, subs, labor, and equipment moved out of generic buckets and onto jobs and cost codes where the records support it.
Hand off a current file
You end with reconciled books, usable statements for the period, and a clean starting point for ongoing monthly work.
Who it's for
- Contractors several months or more behind
- Anyone whose tax preparer has stalled waiting on records
- Files inherited from a bookkeeper who left mid-year
- Businesses that switched banks, software, or entity structure mid-stream
What you get
- Reconciled accounts for each backlog month
- Uncategorized transactions resolved or clearly flagged
- Corrected job cost coding where records support it
- Financial statements for the cleanup period
- A current file ready for monthly bookkeeping
Trades that use this most
Related guides
Cleanup
Getting contractor books clean before tax season
Most of what your tax preparer bills you for at year end is cleanup they should not have had to do. Here is the sequence to fix it yourself.
Job costing
Job costing for contractors: what it is and how to set it up
Company-level profit tells you almost nothing about which jobs earned it. Here is the cost code structure and setup sequence that makes job margin visible.
Find out what your jobs are really earning.
Get a free review of your current books — no obligation, no long-term contract.