BOOKKEEPING
Catch-Up &
Clean-Up Services
You’re not alone, falling behind happens.
If your bookkeeping has fallen behind, you’re in the right place. At The Hazel Group, we specialize in nonjudgmental, fast, and thorough catch-up and clean-up services for small business owners who are ready to get organized and take control.
Whether you're several months behind or haven’t touched your books in over a year, we’ll meet you where you are with clarity, structure, and support to help you move forward.
Get your books current
Get Back on Track with Clean, Accurate Books
Our catch-up and clean-up bookkeeping services help small business owners get current, correct, and ready to move forward. Whether you need to reconcile months of missed transactions or fix errors in your QuickBooks Online account, we provide expert support to bring your financials up to date and audit-ready so you can focus on growth instead of the past.
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We start with a full review of your current financial records and QuickBooks setup. From there, we design a clean-up roadmap to get your books up to date and accurate. Services typically include:
Historical transaction entry and categorization
Bank and credit card account reconciliation
Chart of accounts cleanup or restructuring
Removal of duplicate or miscategorized entries
Outstanding accounts payable/receivable adjustments
Fixing disconnected or misaligned QuickBooks Online bank feeds
Document and receipt matching (where available)
Creation of backdated financial statements
Coordination with your CPA or tax preparer
Whether you’re behind because of rapid growth, system changes, or just being too busy—we can get you back on track fast. Schedule your free 30 minute consultation and let’s get started.
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You need reliable financials to:
File taxes on time
Secure financing or grants
Apply for business credit
Understand profitability
Make confident business decisions
Clean books also mean peace of mind and a smoother path forward with monthly bookkeeping or strategic support.
A Judgment-Free, Step-by-Step Process
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Initial File Review:
We assess your current books and define the scope of the work -
Custom Clean-up Plan:
You receive a clear timeline, task list, and quote -
Rebuild & Reconcile:
We tackle the historical entries, reconciliations, and adjustments -
Final Review & Reports:
You receive clean financials and optional CPA-ready handoff -
Ongoing Support:
We transition you to monthly services or close the project, depending on your goals
FAQs
How far back can you go?
We typically go back 1–3 years, depending on your needs. We’ll advise what’s necessary.
Do I need to organize my receipts first?
Share what you have, we’ll work with you, and recommend tools for better tracking going forward.
How do you price cleanup services?
We offer flat-fee project pricing based on monthly volume, number of accounts, and complexity.
how do I get Started?
Let’s talk. We’ll discuss your business, evaluate your needs, and create a tailored proposal.
How long does clean-up take?
Usually 2–6 weeks, depending on scope and response time for document requests.
Can you clean up multiple businesses or bank accounts?
Yes, we support multi-entity or multi-account businesses. The scope will be outlined clearly.
What if I have personal and business mixed together?
We can help sort them out and set up better workflows moving forward.
Will this delay my tax filing?
No, we help you move faster by giving your tax professional clean reports and files.
Ready to get the support your business needs?
Reach out to discuss your needs. Getting behind on your bookkeeping just means you have been trying to juggle too many priorities. Let’s fix it together. We’ll clean up your books, bring order to your finances, and get you back in control.