Ascend Business — Cleanup & Catch-Up

**Your books fell behind. That's fixable. Let's clean it up.**

A structured cleanup service that organizes past financial records, reconciles transactions, and restores the accuracy your business needs to move forward.

Starting at $250 · Scope-based pricing

Why Cleanup Matters

Disorganized books don't just create stress. They create risk.

When records fall behind, the damage compounds quietly. Tax filings become guesswork. Cash flow is invisible. Lenders ask for financials you can't confidently provide. Decisions get made on assumptions instead of data.

Cleanup & Catch-Up is a one-time reset — not an ongoing commitment. Once your records are reconciled and accurate, you have a clean foundation to build on, whether that's ongoing bookkeeping, tax preparation, or a funding application.

Tax Readiness

Disorganized records are the most common reason businesses overpay on taxes or face problems during filing. Clean books mean your CPA has what they need — and nothing gets missed.

Funding Eligibility

Lenders require organized financial statements. If your books are behind, a funding application stalls before it starts. Cleanup removes that blocker.

A Clean Starting Point

Ongoing bookkeeping only works when it starts from an accurate baseline. Cleanup creates that baseline — so future records are reliable from day one.

Who This Is For

Everything it takes to restore accurate records.

The cleanup scope is tailored to your situation — but every engagement covers the same core work: finding what's wrong, fixing it, and delivering records you can rely on.

01 Historical Transaction Cleanup

Every past transaction reviewed, correctly categorized, and organized — removing the misclassifications and gaps that make your financials unreliable.

02 Account Reconciliation

All bank and credit card accounts reconciled against actual statements — so your book balances match your real balances, month by month.

03 Categorization Corrections

Expenses and income recategorized correctly across all historical periods — giving you a P&L and Balance Sheet you can actually trust.

04 Organized Financial Reporting

Clean, formatted financial statements delivered for each reconciled period — ready for your CPA, a lender, or your own review.

Who This Is For

For anyone whose books have gotten away from them.

It happens to more businesses than most owners admit. Life moves fast, bookkeeping gets deprioritized, and suddenly you're months — or years — behind. This service exists specifically for that situation.

Cleanup & Catch-Up is often the starting point before enrolling in Ascend's monthly bookkeeping service. Once your records are clean, ongoing bookkeeping keeps them that way — so you never end up back here again.

Businesses that have fallen behind by 1 month or several years

Owners who need reconciled records before filing taxes

Entrepreneurs preparing a funding application who need clean financials

Companies with disorganized or inaccurate historical records

Businesses switching accounting software and starting fresh

Founders who inherited a mess from a previous bookkeeper

Investment & Enrollment

Priced to match the actual scope of work.

Cleanup & Catch-Up Service

One-time engagement — final pricing confirmed after scope review.

Historical transaction cleanup

Bank & credit card reconciliation

Categorization corrections across all periods

Organized financial statements by period

$250

/ month

Start Your Bookkeeping Cleanup

Final pricing depends on months behind, transaction volume, and number of accounts. The initial $250 secures your engagement — scope is confirmed during onboarding before full billing.

Pricing adjusts based on the amount of work required — not a flat rate regardless of scope. A 3-month cleanup is priced differently than a 2-year backlog. You'll know the full cost before work begins.