Clean, Accountant-Ready Books
Fast & Reliable
Bring your records up to date so tax season isn’t stressful.
SERVICES
Bookkeeping Cleanup & Catch-Up Services
S. Taylor Bookkeeping specializes in cleaning up disorganized, incomplete, or outdated financial records so clients can confidently meet with their accountant and file required tax returns.
Many clients come to us feeling overwhelmed — months or even years behind, unsure where to start, and concerned about cost and time. We step in, assess the situation, and methodically bring financial records up to date — efficiently and accurately.
Our focus is not just on ongoing bookkeeping, but on getting records cleaned, corrected, and accountant-ready.
Our Cleanup Services Include:
Cleanup of messy or incomplete financial records
Catch-up bookkeeping for multiple months or years
Ensuring your accounts are accurate and consistent so there are no surprises at tax time
Correcting misclassified or uncategorized transactions
Organizing records in preparation for tax filing
Delivering clear financial reports that your accountant can use immediately
What Sets Taylor Bookkeeping Apart
Efficiency without shortcuts – work is completed in a timely manner without sacrificing accuracy
Clear process – clients know what to expect and what is needed
Accountant-ready results – records are delivered clean, organized, and usable
Cost-conscious approach – realistic solutions without unnecessary expense
Our goal is simple: clean records, reduced stress, and readiness for tax filing.
Who This Service Is For
Nonprofits with years of unorganized records
Small businesses are behind on bookkeeping
Organizations preparing for tax filing or audits
Clients who need a cleanup before engaging an accountant
Bookkeeping Services
Bookkeeping Cleanup & Catch-Up
Most business owners and nonprofits don’t fall behind on purpose — it simply happens. Whether you’re months or yearsbehind, we step in and:
Assess your current books to identify gaps and inconsistencies
Reconcile accounts and correct misclassifications
Bring financials up to date quickly
Deliver clean, reliable records your accountant can use immediately
Outcome: Stress relieved. Records delivered. Ready for tax filing.
Accountant-Ready Preparation
We prepare your financials so your accountant can:
File taxes confidently
Advise without hesitation
Avoid costly corrections later
This isn’t just bookkeeping — it’s tax-season readiness.
Financial Reporting
Receive reports that matter:
Profit & Loss Statements
Balance Sheets
Cash Flow Summaries
These help you understand your business now, not just for tax filing.
Bank & Credit Reconciliation
We’ll ensure your financial software matches your bank, credit card, PayPal, and other accounts — eliminating surprises and inconsistencies.
Accounts Payable & Receivable
We’ll organize and record bills, payments, invoices, and customer receipts so you have a clear picture of cash flow and obligations.
Before & After Cleanup Real Client Story
A nonprofit organization approached Taylor Bookkeeping with financial records that were over seven years behind. They assumed the cleanup would take months or even a year and cost thousands of dollars.
What Happened Instead:
We assessed their records and implemented a structured cleanup process
We brought all financials up to date
Delivered accountant-ready books within one month
At a cost well below the client’s expectations
Result: The organization gained clarity, compliance, and peace of mind — far sooner and cheaper than anticipated.
Contact Me
Ready to work with me? Fill out the form to the right or feel free to reach out to me directly:
sophia@staylorbookkeeping.com
(917) 543-5276