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Get Your Accounting Up to Date

Bookkeeping Cleanup & Catch-Up Services

We help you catch up on overdue bookkeeping, correct errors, and reconcile your accounts—so you can trust your numbers, understand where your business stands, and move forward with confidence.

We support businesses in Minneapolis and the Twin Cities, with remote services available nationwide.

Bookkeeping cleanup is part of CBO’s broader accounting, tax, and financial advisory offering, giving you access to connected support throughout the year.

What Our Cleanup & Catch-Up Services Include

We review your records to understand what is missing, what needs correcting, and what it will take to bring your books up to date.

Bookkeeping Cleanup
For records that exist but need attention. We review transactions, correct classifications, investigate discrepancies, and reconcile accounts using the supporting documents available.
Catch-Up Bookkeeping
For periods that have not been completed. We organize the available records, record missing activity, and reconcile accounts to bring outstanding periods up to date.
Bank & Credit Card Reconciliations
We compare your books with your statements, identify differences, and work through the adjustments needed to align your balances.
Financial Statement Review
We review your Profit & Loss and Balance Sheet after the work is completed, helping you understand the updated figures and any items that still need attention.
Tax-Ready Payroll Information
Payroll information organized for tax preparation.
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CBO · MINNEAPOLIS
FLEXIBLE PAYROLL SUPPORT

Not Sure Whether You Need Cleanup or Catch-Up?

You do not need to figure that out before contacting us.

If your books are behind, you may need catch-up bookkeeping. If they are up to date but contain errors, you may need cleanup. Some businesses need both. We’ll review your situation and help define the work required.

Get Your Free Estimate →

How We Get Your Books Back on Track

  1. Tell Us About Your Records — Share what concerns you, how far behind your books may be, and what accounting system you use.
  2. We Review the Work Needed — We look at your records and identify missing periods, discrepancies, and documents needed to move forward.
  3. We Agree on the Scope — We explain the proposed work and what we need from you before starting.
  4. We Update and Review Your Books — We complete the agreed work, review the updated reports, and explain any unresolved items.

Keep Your Books Moving Forward

Once your books are back in order, regular bookkeeping helps keep them that way. If you need ongoing support, our accounting and bookkeeping services include transaction reviews, reconciliations, and monthly financial reports.

Link: Explore Accounting & Bookkeeping →

FAQ

Frequently asked questions.

Something else on your mind? Call +1 952-230-5900.

We can review your QuickBooks records to identify reconciliation issues, transaction errors, and incomplete bookkeeping. The proposed work will depend on the condition of your records and the supporting information available.

The timeline depends on the number of outstanding periods, transaction volume, and complexity of the issues. Having complete statements and supporting documents available helps the work move forward. We’ll discuss timing after reviewing your records.

Pricing depends on how much work is needed, including the periods involved, the number of accounts, and the corrections required. Contact CBO Accounting & Advisory Services to discuss your records and request a proposal.

Industries

Industries we serve.

We don't believe in one-size-fits-all accounting. Different industries have different challenges and metrics that matter.

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Ready to Get Your Books Back on Track?

Get a clear estimate in minutes, or send us a message and we’ll help you find the right level of support for your business.