Cleanup & Catch-Up Bookkeeping Services
Behind on your bookkeeping or unsure if your records are accurate? You’re not alone — and you’re not stuck and there is a clear path forward.
Many clients seek our services while preparing for financing, expansion, or leadership transition.
At Tolli Tax & Accounting, we help business owners bring financial records up to date, correct errors, and establish reliable systems so you can move forward with clarity and confidence.
Whether your books are months or years behind, we provide a structured path forward.
You may benefit from cleanup services if:
✔ bookkeeping has fallen behind
✔ accounts aren’t reconciled
✔ your QuickBooks file is disorganized or inaccurate
✔ financial reports don’t match reality
✔ you’re preparing for tax filing, financing, or growth
✔ a prior bookkeeper left records incomplete
Start with a Diagnostic Review to determine scope and timeline.
Why Accurate Books Matter…
Clean financial records help you:
✓ have structured financial reporting and accountability systems for multi-owner businesses requiring clarity and oversight.
✓ file accurate tax returns
✓ avoid penalties and compliance issues
✓ understand cash flow and profitability
✓ prepare for financing and growth
✓ make confident business decisions
Designed for Businesses Ready to Move Forward
Cleanup services are not designed for ongoing crisis management, but for businesses ready to establish reliable systems moving forward.
Cleanup services are especially valuable for partnerships and corporations requiring accurate reporting and ownership accountability.
Our goal is not only to correct the past but to create a clean financial foundation for the future.
Transparent Scope & Timeline
Everything we do is built around understanding your needs and helping you succeed so you can plan with confidence.
Diagnostic Before Engagement
We hold our work to high standards. We focus on sustainable results built on smart strategy and real insight.
Clear Communication Standards
We follow through, meet deadlines, and show up when it matters. Consistency is part of our promise.
Transition to Ongoing Systems
We bring structure where it counts and adaptability where it matters. Our methods are clear, sustainable, and designed to support long-term success.
Our Cleanup Process
1. Paid Diagnostic Review
We evaluate your records, identify discrepancies, and determine scope and timeline.
2. Cleanup & Corrections
Reconcile accounts and correct errors.
3. Accurate Financial Reports
Provide reliable numbers you can trust.
4. Ongoing Support (Optional)
Maintain accuracy with monthly bookkeeping.
Let’s Work Together
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.