Cleanup & catch-up

Catch-Up Bookkeeping Services in New York

Getting current in New York means more than filling gaps: every account reconciled period by period, statements restated, and a change log your CPA can follow.

  • Books a lender or CPA will accept
  • A clear timeline delivered with the quote
  • One point of contact for the whole project

Single-member and project-based businesses generate the most tangled backlogs we see. Several income streams, one bank account, personal and business spending interleaved, and a year of activity that has to be separated into things that were never separated in the first place.

What's included

What our service covers in New York

Everything below is part of the engagement — no surprise add-ons.

Payroll history reconciliation

Payroll runs, tax deposits and clearing accounts are reconciled for each period so wages and liabilities land where they belong.

Transaction-by-transaction review

Not sampled, not bulk-categorized by rule. Each transaction in the backlog is reviewed and coded correctly.

Vendor and customer rebuild

Where the lists were never maintained, we rebuild them so the restated reports break down by who you actually paid and who paid you.

Opening balance verification

A catch-up is only as good as the balance it starts from. We verify the opening position rather than assuming the last closed period was correct.

Loan and interest split

Loan payments booked as a single expense are separated into principal and interest, so the balance sheet and the profit figure both become true.

How it runs

What happens after you get in touch

Only the first step needs anything from you.

1

Free assessment call

We look at the file together and establish the real scope — months behind, accounts involved, condition of the records. No judgment.

2

One fixed quote

A single flat fee for the whole project before any work starts. It does not move unless you ask us to expand the scope.

3

We rebuild, then hand over

The backlog is reconstructed period by period, reconciled and documented. At the end you get corrected statements, the change log and a file your CPA can work from.

Why us

Why New York businesses choose Feather Accounting

A free assessment call before anything is quoted
Every transaction reviewed individually, never bulk-coded by rule
A dedicated bookkeeper who owns your account
US-based team working over secure, read-only access
Your CPA given what they need without a second cleanup
Good fit

This is a good fit if…

  • You have filed on estimates you are not confident in
  • A previous bookkeeper left the file in poor shape
  • Several years have gone by without a reconciliation
  • You want to start monthly bookkeeping but need a clean baseline first

Untangling before reconstructing

The sequence matters. Separating the streams comes before rebuilding the numbers, because a reconstruction built on a merged ledger has to be redone once the separation happens.

We establish what belongs where using invoices, contracts and payment references rather than the bank description alone, which is frequently misleading.

On personal spending mixed into business accounts, we separate cleanly from an agreed date and reconstruct backwards only as far as is genuinely worth it. Exhaustive historical separation costs more than it returns in most cases, and that is a judgement worth making explicitly.

FAQ

Questions about this service

Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.

Usually the same gap that caused it the first time — nobody owning the monthly close. The handover call covers what to change, and monthly bookkeeping is available if you would rather hand it over.

Free consultation

Get your free consultation

Tell us about your business and we'll show you how we can simplify your QuickBooks bookkeeping.

What you get

  • Free 15-minute consultation
  • No long-term contracts
  • Dedicated QuickBooks expert
  • Books delivered monthly, on time
  • Flat-rate, transparent pricing

Prefer to talk? Call us directly at (803) 757-4800

No spam, no commitment. We'll reach out to schedule your free consultation.

Free consultation

Let's get your books current

Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.

New business owner? Ask about our first-year startup rate.