top of page

Clean-Up & Catch-Up Accounting

Restore clarity, accuracy, and confidence to your financial records

ABFI’s Clean-Up & Catch-Up Accounting service is delivered through our Client Accounting Management (CAM) framework. We bring structure, accuracy, and continuity to financial records so your business can move forward with reliable information, confident decision-making, and compliance—regardless of your starting point.

A Clean,
Accurate
Financial
Foundation
— No Matter
Where You’re
Starting

ABFI’s Clean-Up & Catch-Up Accounting service transforms incomplete or outdated financial records into accurate, reliable information. Whether you’re catching up months or years, our work restores structure, aligns records with best practices, and prepares your accounting system for confident reporting, compliance, and ongoing management.

How Clean-Up & Catch-Up Accounting Is Managed

Historical Accounting Review & Correction

  • Comprehensive review of historical financial activity

  • Accurate classification and alignment of transactions

  • Restoration of reliable balances and retained earnings

  • Alignment of prior period records with accounting standards

  • Chart of accounts refinement to support clarity and reporting

Catch-Up Bookkeeping

  • Completion of outstanding months or years of bookkeeping

  • Accurate posting of income, expenses, payroll, and adjustments

  • Reconstruction of financial activity using available documentation

  • Delivery of complete and reliable financial statements through the current period

Reconciliation & Verification

  • Bank, credit card, loan, and merchant account reconciliation

  • Verification that balances align across financial accounts

  • Transaction matching and documentation alignment

  • Confirmation that financial records are complete, accurate, and decision-ready

Compliance Readiness & System Alignment

  • Preparation of financial records for tax filing, audit, or external review

  • Alignment with GAAP-consistent accounting practices

  • Optimization of QuickBooks setup, workflows, and categories

  • Documentation of updated accounting structure to support future continuity

Who This Service Is For

Clean-Up & Catch-Up Accounting supports businesses at key transition points—whether preparing for growth, changing accounting providers, or establishing a stronger financial foundation. This service restores clarity and accuracy so leadership can move forward with confidence and reliable information.

Ideal for organizations that:

  • Are transitioning between accounting providers or systems

  • Need accurate historical records for tax, audit, or financing purposes

  • Want financial clarity before restructuring or investment

  • Require consistent, reliable reporting after a period of change

  • Are ready to move into ongoing Client Accounting Management

Ready to restore clarity and confidence to your financial records?

A clarity consultation helps determine the scope of cleanup needed and how Client Accounting Management supports your business moving forward.

(804) 391-4002

3730 Candlers Mountain Rd #1033

Lynchburg, VA 24588

© 2025 ABFI Accounting. All rights reserved.

“Built with integrity. Serving businesses with clarity and confidence.”

ABFI does not provide tax preparation or CPA services. Tax preparation is performed by independent CPAs engaged directly by the client. ABFI supports tax readiness by maintaining accurate records and assisting with documentation and communication.

bottom of page