Team collaborating together to prep financial statement

Accounting Clean-Up.
Prepared Financial Statement

Looking for accounting clean-up, catch-up, or both?
We help you organize your financials, fix past mistakes, and get your records fully up to date.

Schedule A Call

Don’t Let Accounting Complexities Hold You Back

  • Outdated accounting holding you back?
  • Wasting time on financial guesswork?
  • Lack of clarity in your financial health?
  • Overwhelmed by tax season chaos?
  • Missing opportunities due to poor data?
  • Frustration from unreliable bookkeeping?
Schedule A Call

Clean-up/Catch Up

Gain Financial Clarity
Our process focuses on reviewing past transactions, correcting errors, reconciling accounts, and organizing your financial data. Once your records are updated, you’ll have reliable numbers that reflect the true financial position of your business.

This clarity allows management to make informed decisions. As part of our clean-up and catch-up process, we prepare the core financial statements: balance sheet, income statement and cash flow statement.

Income Statement

See Your True Financial Performance
An income statement shows how well your business is performing over a period of time. This report helps management identify what’s working and what needs improvement.

With a clear income statement, you’re able to make informed choices about pricing and spending. It gives you the visibility you need to strengthen performance and stay aligned with your financial goals.

Judy Gallegos
– Founder

Stoner’s Haven

“True Accounting & Finance Experts are amazing to work with. They timely handle your business with the utmost professionalism. They are exactly what their title states –
my trusted CPA expert.“

cpa verification features by major companies

Balance Sheet

Understand Your Financial Position Clearly
By reviewing your balance sheet, management can quickly assess the company’s financial stability. You’ll know if your assets are strong enough to cover short-term and long-term obligations, and whether your business is positioned to grow.

This clarity supports smarter decision-making. When you understand the financial health of the organization, you can plan confidently, prepare for unexpected challenges, and align your goals with long-term success.

Cash Flow Statement

Know Where Your Money Is Going
Understanding cash flow helps management know whether the business can meet its obligations, reinvest in growth, or handle unexpected costs. It reveals how much cash is truly available, beyond what the profit show.

With this clarity, you can make smarter decisions about budgeting, spending, and long-term planning. A strong cash flow statement ensures you stay prepared, stable, and financially confident.

Angie P, Owner

The Glam Lounge

“Awesome services. I was so behind in Quickbooks and a mess. They got everything organized and up-to-date. I will definitely do business with them again.
Highly recommended”

Software Experience

We work with the software your organization relies on every day. Our experience spans the most widely used accounting and financial software, ensuring your records are handled efficiently and with accuracy.

Whether your books are in QuickBooks Online, QuickBooks Desktop, Wave, Xero, or another platform, we understand how to navigate the system, correct issues, and organize your data. We adapt to ensure your financial information is consistent across all tools.

What is the difference between clean-up accounting and catch-up accounting?
Catch-Up Accounting:

Catch-up accounting is when you update financial records that have fallen behind. Imagine not doing your homework for a while and then having to catch up on all of it at once. In business, this means going back to record every transaction that was missed.

The goal is to make sure all the numbers are up to date, so you know exactly how much money came in and went out. This helps businesses see a clear picture of their finances.

Clean-Up Accounting:

Clean-up accounting is like tidying up your room. It’s about fixing mistakes and organizing everything so it’s neat and accurate. Instead of just catching up on missed entries, you look at your current records and make sure everything is correct.

You correct errors, reclassify transactions, and ensure all accounts balance perfectly. This process is important for businesses to have reliable records.

Who Needs Bookkeeping Clean-Up or Catch-Up Accounting?

Businesses often need these services when:

  • books are months or years behind
  • transactions were misclassified
  • bank accounts are not reconciled
  • preparing for a CPA review or audit
  • seeking financing or investor funding
What are CPA prepared financial statements?

A CPA-prepared financial statement is a document that a Certified Public Accountant (CPA) has either prepared, reviewed, or audited. CPAs are highly skilled professionals who specialize in accounting and financial services. They can help businesses by creating financial statements, and their involvement can vary. Depending on how involved the CPA is, the financial statement can provide different levels of confidence.

There are three main levels of CPA involvement. First, in a compilation, the CPA organizes the financial information provided by the business without verifying its accuracy. This offers a basic level of assurance. Second, in a review, the CPA performs some checks and asks questions providing a moderate level of assurance. Finally, in an audit, the CPA thoroughly examines the financial records. This offer the highest level of assurance that everything is accurate and follows the rules. Each level helps businesses and stakeholders make informed decisions based on the financial statements.

What is our accounting clean-up process?”

Our Accounting Clean-Up Process

  1. Review your accounting system
  2. Identify missing or incorrect transactions
  3. Reconcile accounts and correct errors
  4. Produce accurate financial statements

Timely Financials.
Contact Us Today.

Feeling overwhelmed by your accounting responsibilities is common among leaders. We provide personalized services such as clean-up and catch-up accounting, designed to empower you with financial confidence. Let us partner with you, so you can embrace a clearer financial future.

Scroll to Top