Bookkeeping Clean-Up/Catch-Up Projects
We specialize in non-judgmental “Rescue Projects.” Whether you are 6 months or 3 years behind, we bring your financials current and tax-ready.
Don’t Stress About Your Books
The Problem: “The Ostrich Effect”
You’ve been ignoring your bank statements because you’re afraid to look. It starts with one busy month. Then three. Suddenly, it’s tax season, and you have no idea where your money went.
- You are terrified of an IRS or City of Portland audit.
- You can’t apply for loans because you don’t have a P&L.
- You are likely overpaying taxes because you’re missing valid deductions.
Stop losing sleep. We have seen worse than yours. We can fix it.
How it works
Our Process
1
The Dig (Categorization)
We import your historical data from banks and credit cards. We categorize every transaction, identifying personal vs. business expenses. We check for missing checks and duplicate entries.
2
The Reconciliation
This is the most critical step. We balance your books against your actual bank statements for every single month. This ensures your records are 100% accurate and audit-proof.
3
The Handoff
You receive a complete set of financial statements (Balance Sheet & Profit/Loss) for every year we cleaned. You are now ready to hand your file to your CPA and file your returns.
What You Get (The Deliverables)
Tax-Ready Financials
A clean Profit & Loss and Balance Sheet for every missing year (e.g., 2024, 2025).
Audit Trail
Digital attachments of major receipts and invoices linked to transactions in QuickBooks.
Local Tax Correction
We review your past revenue to see if you missed City of Portland or Metro SHS filings (and help you calculate what you owe).
More about us
Frequently Asked Questions
Will you judge me for how bad my books are?
Never. We are a “Judgement-Free Zone.” Our job is to solve the problem, not lecture you. We have seen businesses with shoeboxes of receipts and zero digital records. We fix it all.
How much does a clean-up cost?
It depends on volume. A clean-up for a freelancer with 100 transactions is different than a contractor with 2,000. We charge a flat project fee (typically starting at $750) so you know the exact cost upfront.
How far back can you go?
As far as necessary. We commonly handle clean-ups for the past 1–3 years. If you need to file back taxes for 2023, we can build 2023 for you.
Do I need to find all my old paper receipts?
Not necessarily. We can build the books primarily from bank statements and credit card feeds. For IRS compliance, we will advise you on what major receipts (over $75) you absolutely must dig up.
Bridgetown Bookkeeping 