Cleanup & Catch-Up from behind to current.
For books that are months or years behind, or that no longer make sense, we rebuild them into records you can rely on.
Books fall behind for ordinary reasons: growth, staffing changes, or simply running the business. Bookkeeping cleanup and catch-up work brings them current. TreeStar reconciles every account, corrects miscategorized transactions, resolves unexplained balances, and documents the adjustments we make. We specialize in QuickBooks Online cleanup, including multi-entity files and books with inventory. When we finish, your records are ready for tax filing, lender review, or the start of ongoing bookkeeping. You will also understand what went wrong, so it is less likely to happen again.
How we help
Missing months recorded from bank, card, and supporting records.
Bank, card, loan, and other balance-sheet accounts reconciled period by period.
Miscategorized transactions and duplicate entries identified and fixed.
Unexplained balances researched and cleared with supporting documentation.
A record of significant changes so you and your tax preparer can follow the work.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Scope
We confirm the periods, accounts, and records involved.
- 02 Gather
You upload statements and documents through the TaxDome portal.
- 03 Rebuild
We enter, reconcile, and correct the books period by period.
- 04 Deliver
We review the finished books with you and outline next steps.
What you can expect
Books that reconcile to your statements
Records ready for tax preparation
A clear starting point for ongoing service
Common questions
How far back can you go?
As far as your records allow. We typically start with the periods your tax filings and lenders need most.
What if I am missing statements?
We will help you identify what is missing and how to request it from your bank or vendors.
Can you handle more than one entity?
Yes. Multi-entity cleanup, including intercompany activity, is part of our regular work.