Included
- Review of agreed historical periods
- Transaction categorization and correction of miscoded items
- Bank and credit-card reconciliation for those periods
- Open-question list for owner review
- Period reports ready for accountant review
Catch-up & Cleanup Bookkeeping
Accounting Cleanup Services for Clear, Current Books
NenoBooks provides accounting cleanup services that review, correct, categorize, and reconcile miscoded, missing, or unreconciled bookkeeping records for US businesses.
Tax filing, payroll processing, audits, and licensed advice remain outside bookkeeping scope. We leave cleaned periods organized for owner and accountant review.
- Transaction categorization
- Bank and credit-card reconciliation
- Xero or QuickBooks cleanup
Historical periods reviewed
Accounts reconciled
Ready for accountant review
The backlog problem
When historical books are messy, every decision and deadline gets harder
US businesses fall behind when months go uncategorized, reconciliations stop, duplicates pile up, or prior errors stay buried. Owners then face unclear reports, delayed accountant handoffs, and records that cannot support tax prep or financing requests.
Accounting cleanup restores order to those periods: review the backlog, correct miscoded activity, reconcile accounts, list open questions, and hand back organized books.
Books behind
Uncategorized transactions
Reconciliation stopped
Duplicate activity
Prior errors
Missing months
Cleanup
Review
Correct
Categorize
Reconcile
Document
Organized books
Clearer reports
Open questions documented
Accountant-ready records
Cleanup scope
What NenoBooks provides
One-time cleanup and catch-up bookkeeping within an agreed scope. If you want a practical self-review framework before engaging support, use our QuickBooks cleanup checklist. After cleanup, ongoing support is available through our monthly bookkeeping services.
Optional
- Catch-up of fully missing months
- Coordination handoff with your CPA or accountant
- Transition into ongoing monthly bookkeeping
- Chart-of-accounts refinement for cleaner ongoing work
Not included
Clear service boundaries
- Tax preparation, filing, or tax advice
- Payroll processing or payroll tax filings
- Audits, reviews, or assurance engagements
- Legal advice or investment advice
- IRS representation or tax-notice response work
Sample deliverable
Sample deliverable
A cleanup status summary shows reviewed periods, account status, open questions, and report readiness for owner review.
Historical cleanup review
In progress| Period | Accounts | Status | Open items |
|---|---|---|---|
| Prior quarter A | Operating checking | Reconciled | None |
| Prior quarter A | Business credit card | Reconciled | 2 questions listed |
| Prior quarter B | Operating checking | In review | Known issues noted |
Correct → Reconcile → Hand off
Bookkeeping outputs and deliverables
01
Corrected records
- Categorized historical transactions
- Miscoded items corrected
- Clearer period history in your ledger
Correct
02
Reconciled accounts
- Bank accounts matched for agreed periods
- Credit-card accounts matched for agreed periods
- Open questions listed for owner review
Reconcile
03
Handoff package
- Profit & loss for cleaned periods
- Balance sheet for cleaned periods
- Books organized for accountant review
Hand off
Problems we fix
Cleanup challenges we address
Months left uncategorized
Problem
Bank activity sits in suspense or uncategorized buckets.
What we do
We categorize agreed periods.
Outcome
Usable transaction history.
Broken reconciliations
Problem
Bank and card balances no longer match the books.
What we do
We reconcile agreed accounts.
Outcome
Clearer account status.
Miscoded transactions
Problem
Expenses and income land in the wrong accounts.
What we do
We correct miscoded items.
Outcome
Cleaner reports.
Missing periods
Problem
The ledger stops before the current month.
What we do
We rebuild missing months from source records.
Outcome
Continuous books.
Duplicate or unclear items
Problem
Duplicates and unclear charges distort totals.
What we do
We investigate and list open questions.
Outcome
Fewer buried exceptions.
CPA handoff gaps
Problem
Year-end or filing season starts with disorganized records.
What we do
We package cleaned periods.
Outcome
Faster accountant handoff.
Fit
Who this is for
US businesses with messy, incomplete, or unreconciled historical books that need cleanup before ongoing bookkeeping or accountant review continues.
Backlog repair
Owners who stopped categorizing for months and need the backlog repaired
CPA / year-end preparation
Teams preparing records for a CPA, lender, or year-end review
Ready to collaborate
Businesses ready to share cloud access and answers on unclear items
Explore related bookkeeping services
Process
How it works
01
Discuss the backlog
We review the periods involved, software, accounts, and known issues.
02
Share your records
You provide cloud access to your accounting software and bank feeds.
03
Clean and reconcile
We categorize, correct, and reconcile agreed periods, listing open questions with you.
04
Hand off and continue
We deliver cleaned records and reports. Ongoing monthly bookkeeping is available afterward.
Why NenoBooks
Why choose NenoBooks
A clear path from messy historical records to organized books ready for owner and accountant review.
Clear cleanup scope
You know what historical cleanup includes—and what remains outside bookkeeping scope.
Documented open items
Unclear items are listed for owner review instead of being left buried in the backlog.
CPA coordination
We share organized cleaned books with your CPA or accountant.
Path to ongoing support
Cleanup can stand alone, or transition into monthly bookkeeping when you are ready.
Quote-based engagement
You receive a free quote based on periods and complexity before work begins.
Systems
Software, systems, and collaboration
We clean up books in Xero and QuickBooks Online, plus FreshBooks, Wave, Sage, and Zoho Books. Collaboration uses shared access and clear communication channels—never passwords sent by email. See also online bookkeeping.
Xero
QuickBooks Online
FreshBooks
Wave
Sage
Zoho Books
Shared access · Clear communication
Never passwords sent by email.
What we review when scoping cleanup
Periods
Accounts
Records
Known issues
Pricing
Pricing
Quotes are based on the periods involved and the complexity of the cleanup. No prices are listed here—request a free quote or book a free call to get started. For ongoing monthly plans after cleanup, see pricing.
Your cleanup scope
- Periods
- Accounts
- Records
- Known issues
Custom cleanup quote
Ready to clean up your books?
Tell us about your periods, accounts, records, and known issues. Request a free quote or book a free call.