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Books Cleanup & Catch-up
DK360 cleans up and catches up messy or outdated books. We review past transactions, correct categorization, reconcile accounts and bring your records up to date, or start a fresh set of books with your historical data, then keep them clean with ongoing support.
What's Included In A Books Cleanup
Review of past transactions
Catch-up bookkeeping for missed periods
Correction of miscategorized transactions
Past-period bank and credit card reconciliations
Fresh books built with your historical data
Ongoing bookkeeping after cleanup
Books You Can Make Decisions On
Reconciled, not just recorded
Every bank and card account tied out, so your numbers match reality.
Your process, followed
We work inside your SOPs, tools and deadlines.
Statements on schedule
P&L, balance sheet and cash flow delivered when you need them.
- Your chart of accounts
- Your approval steps
- Your month-end deadlines
- Operating account
- Credit card
- Payroll account
How DK360 Bookkeeping Works
- 1
Discovery call
We learn your business, tools and reporting needs.
- 2
Onboarding
We get system access and document your SOPs.
- 3
Record and reconcile
Bookkeeping on your schedule, every account reconciled.
- 4
Report
Financial statements delivered, with questions flagged for you.
From messy to reconciled
Proven cleanup experience
We have brought seriously behind books back to accurate.
Fix or start fresh
Repair what exists, or rebuild on a clean foundation.
Stays clean after
Ongoing support so you never fall behind again.
How a DK360 cleanup works
1
Books review
We assess how far behind and how messy things are.
2
Cleanup plan
You get a clear scope and timeline.
3
Correct and reconcile
Transactions fixed, accounts reconciled, gaps filled.
4
Hand over clean books
Accurate records, plus ongoing support if you want it.
FAQs
Common questions about books cleanup
Q1.
Catch-up bookkeeping is the process of recording and reconciling all the transactions a business has missed over past months or years, so its books are current and accurate again.
Q2.
It depends on how many months are behind, transaction volume and the number of accounts. We share a timeline after reviewing your books.
Q3.
If past records are mostly usable, a cleanup is faster. If they are badly broken, starting fresh books with your historical data is often cleaner. We recommend the right path after a review.
Our Impact
The Trust Behind Better Financial Decisions
As always, your speed and professionalism is greatly appreciated!
Georgia was happy with Dipesh since he found $2k in credits in AP that she's collecting on.
You and Priya have been great during the transition.