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Behind on your books by a few months? A year? More? It happens to a lot of Cincinnati owners. The business got busy, a bookkeeper quit, or a new app never got set up right. The longer it sits, the harder it feels to start. Send us your bank statements and receipts, and we will sort the whole stretch and bring your books up to date.
When You Need Bookkeeping Cleanup
You need a cleanup when your books no longer match your bank. Maybe you have not reconciled in months, or you filed an extension because the numbers were not ready. Maybe a lender asked for statements and you had nothing current to send. A past bookkeeper may have left entries no one can explain, or personal and business spending got mixed together.
Behind books often mean behind city returns, too. Our office in 45224 sits right next to North College Hill, Mount Healthy, Forest Park and Springdale, and each of those is a separate taxing city. If you did jobs or sold in more than one of them, a catch-up is how you find out which city returns you owe. Waiting makes this worse, because late returns can bring penalties and old receipts get harder to find each year.
Our Bookkeeping Cleanup Process
First we gather statements for every bank account and credit card for the whole period you are behind. Then we start with the oldest month and work forward. We match each month’s books to the bank statement, sort every transaction into the right category, and fix duplicates and missing entries.
Anything we cannot identify goes on a short list for you. You tell us what a charge was for, and we post it. When we finish, you get an income statement and balance sheet for each year we caught up. If tax returns were not filed for those years, our office can prepare them from the cleaned-up numbers. How long it takes depends on how many months and accounts are involved, and we give you a straight answer once we see the records.
How Far Back Do Your Records Need to Go?
For most business records, the IRS says to keep what supports your return for at least three years. Employment tax records should be kept at least four years. If a return was never filed, there is no time limit at all. You can read how long the IRS says to keep business records for the full list. If you are missing statements, most banks let you download old ones online, and we can tell you exactly which months to pull.
Bookkeeping Cleanup Cost in Cincinnati
The cost depends on how many months you are behind, how many bank and card accounts are involved, and how many transactions run through them. Missing statements and mixed personal spending add time. So does payroll that was never recorded. We look at your records first and tell you the fee before we start, so there are no surprises when the work is done.
Why Choose Us for Bookkeeping Cleanup
We have prepared business and personal tax returns in Cincinnati since 1993, so we clean up books with the tax return in mind. The same office that fixes your books can file the late or missing returns, which saves you from passing boxes between two firms. You can drop records off on North Bend Road or send everything online, and we are open Saturdays and all year long.
Once you are caught up, our ongoing monthly bookkeeping for Cincinnati businesses keeps you there.
Common Questions
I am years behind. Is it too late to fix my books?
No. Books that are several years behind take more time, but the steps are the same: get the bank statements, rebuild each month, and file what is owed. The sooner you start, the smaller the late penalties tend to be.
Do I need every receipt to get caught up?
No. Bank and card statements do most of the work. Receipts help for larger purchases and anything unclear, and we will tell you which ones matter.