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Catch-up and Clean-up Bookkeeping Services

Whether you're months behind or dealing with years of neglected books, Integra’s expert team will clean up your books to be tax-ready

What Do You Get With Integra’s Backlog Accounting Clean-Up Services?

  • Document Collection from Clients: You get every file gathered and organized—missing invoices, old receipts, and stray statements—so your workflow runs smoothly.
  • Transactions Clean-Up: You get misposted or missing entries sorted, reviewed, and corrected, so every transaction lands in the right place.
  • Expense Tracking & Categorization: You get historical spending analyzed and expenses properly tagged for taxes and reporting.
  • Bank & Credit Card Reconciliations: You get reconciliation backlogs cleared, with accounts balanced quickly and accurately.
  • General Ledger Maintenance: You get anomalies resolved, duplications cleared, and ledgers reconciled for audit-ready accuracy.
  • Financial Statement Preparation: You get clean, accurate statements ready for tax filings, audits, or financial planning.
  • Accounts Payable & Receivable Management: You get overdue bills and outstanding payments caught up, restoring cash flow visibility.
  • Payroll Processing: You get payroll records updated so staff are paid on time and reporting stays compliant.

What Do You Get With Integra’s Catch-Up and Clean-Up Services for Accounting Firms?

Clean, organized books are the foundation of financial clarity for your clients. You get outdated, messy, or incomplete records brought fully up to date—fast. Your firm receives accurate, compliant books that are always ready for reporting, audits, and client growth.

Your end-to-end process includes:

  • Complete Transaction Catch-Up: You get every missing or backlogged client transaction recorded and categorized across all accounts, no matter how far behind.
  • Error & Discrepancy Resolution: You get misclassifications and inconsistencies in client ledgers investigated and corrected, restoring full accuracy.
  • Full Account Reconciliation: You get bank, credit card, loan, and other accounts reconciled, with balances that match perfectly.
  • Payroll Review and Adjustment: You get payroll entries reviewed and corrected, ensuring compliance with regulations before deadlines.
  • Accounts Payable & Receivable Accuracy: You get outstanding client bills and invoices verified, so every payable and receivable is properly tracked.
  • Audit-Ready Financial Reporting: You get professional Profit & Loss statements, Balance Sheets, and supporting schedules prepared for seamless audits, reviews, and filings.

You get the time-consuming grind handled with ISO 27001-level data security, freeing your firm to focus on high-value advisory and tax planning for clients.

Supercharge Your Firm’s Catch-up and Clean-up with IGS

Get ahead of deadlines and avoid stress. Our Catch-up and Clean-up service allows your firm to focus on growth, tax preparation, client advisory, and strategy, while we handle the details.

Why Choose IGS for Catch-up and Clean-up?

Partnering with IGS Bookkeeping ensures exceptional accuracy, efficiency, and reliability during the most critical time of the year.

Reasons to choose IGS:

  • 21+ years of experience supporting accounting firms
  • Cost-effective and efficient solutions
  • Time-saving, scalable services
  • Compliance with tax regulations
  • Access to advanced bookkeeping software and automation tools
  • Dedicated and reliable support
  • Meticulous attention to detail
  • Confidentiality and data security
  • Streamlined and audit-ready financial records
  • Customized clean-up plans for every client
  • ISO 27001 information security certification

What Our Clients Say

"Several of our clients were nearly two years behind on their books, and it felt impossible to catch up. The IGS team handled every detail—from missing invoices to reconciliations—with precision. Today, those clients’ books are spotless and fully audit-ready. Their accuracy and reliability have been a major support for our firm."

– Michael Turner, CPA Firm Partner

"IGS saved us countless hours by managing client catch-up and clean-up work. Instead of drowning in old receipts and reconciliations, our team focused on client advisory and planning. Their services have been one of the best investments in our firm’s efficiency."

– Samantha Lewis, Accounting Firm Partner

"As deadlines approached, we were stressed about compliance risks with clients’ messy records. IGS quickly cleaned up years of backlogged transactions and ensured everything was properly categorized. For the first time in years, we felt confident filing client taxes on time."

– Ron Howard, Firm Owner

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