— Serving La Quinta and Riverside County

Behind on your
books?
Let’s get you
caught up — fast.

Back In BalanceBack In Balance

Schedule A Remote Consultation

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15
Years of QuickBooks
experience
100%
Remote and secure,
start to finish
1:1
Founder-led,
not a call center

Why books fall behind

Three reasons owners put this off and
how catch-up fixes each one

01

You don't know where to start

We reconstruct and reconcile your records from wherever they left off, however many months behind.

02

Tax time feels risky

Your books come back current and audit-ready, with clear documentation for every correction we make.

03

You don't have time to manage it

Founder-led, fully remote service that works around your schedule — not ours.

Everything it takes to bring your books current

Our Bookkeeping Catch-Up Services

Historical Transaction Review & Correction

Historical Transaction Review & Correction

We comb through past transactions to find gaps, duplicates, and miscategorized expenses, then correct them so your books reflect what actually happened in your business.

Bank & Card Reconciliation

Bank & Card Reconciliation

Every bank and credit card record is matched against your ledger, with mismatches flagged and resolved so your account balances are trustworthy again.

Cash Flow Reporting

Cash Flow Reporting

Clear cash flow visibility, helping you understand spending patterns and make informed business decisions.

Data Security & Compliance

Data Security & Compliance

Encrypted transfers, controlled permissions, and audit trails protect your financial information throughout the clean-up and beyond.

Monthly Financial Statements

Monthly Financial Statements

Receive up-to-date reports that keep you informed each month, giving you a reliable view of your current financial position.

Ongoing Monthly Support

Ongoing Monthly Support

Once your books are current, choose the level of ongoing help you need, from occasional check-ins to full monthly bookkeeping, with predictable pricing.

Client testimonials

What it's like to work with Cathy Wadsworth

★ ★ ★ ★ ★
“Reports from Cathy Wadsworth Bookkeeping Services arrive on time, and they've helped us use our financial information to make better choices for our future.”
SM
Sophie M.
Client
★ ★ ★ ★ ★
“Whenever we need guidance, responses are prompt, and the reliable account management takes pressure off our internal team.”
AB
Alex B.
Client
★ ★ ★ ★ ★
“Changing our bookkeeping provider was easy because Cathy’s team knew exactly how to work alongside our existing integration with software.”
MT
Marcus T.
Client

Common questions

Frequently Asked Questions

What is a bookkeeping clean-up service?

A bookkeeping clean-up service organizes and corrects disordered financial records. We review past transactions, reconcile accounts, and fix data inconsistencies to ensure your books are accurate, compliant, and ready for ongoing monthly bookkeeping or tax preparation.

How do I know if my business needs a clean-up?

You may need a bookkeeping clean-up if your records are months behind, transactions don’t reconcile, or reports seem inaccurate. Businesses also benefit from a clean-up before tax season, audits, or switching bookkeepers to ensure smooth financial transitions.

How long does the bookkeeping clean-up process take?

The timeline depends on the volume of transactions and condition of your records. Most small to mid-sized businesses can expect completion within a few weeks. We work efficiently to restore accuracy with minimal disruption to your daily operations.

Will my data be secure during the clean-up process?

Absolutely. We use encrypted systems and strict data security protocols to protect your financial information. Your records are handled confidentially at every stage, ensuring full compliance and peace of mind.

Your books deserve better

Ready To Get Your Books
Back On Track?

Request your tailored bookkeeping cleanup proposal now and let our experts restore your financial records with accuracy and care. We’ll provide a transparent quote and a customized solution to help you regain organized, up-to-date books so you can focus on growing your business with confidence.

Ready To Get Your Books Back On Track?