Historical Transaction Cleanup
- Organize uncategorized transactions
- Categorize income & business expenses
- Import missing financial data
- Consolidate records from multiple accounts
Hire expert virtual bookkeepers to update historical records, fix discrepancies, and bring your books up to date
50+ bookkeeping tasks our experts handle for businesses every day
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I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.
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There is no set limit. Whether you're three months, one year, or several years behind, your books can still be caught up. The timeline depends on the amount of data, transaction volume, and the quality of your records.
At a minimum, you'll usually need bank statements, credit card statements, and access to your accounting software. If you have invoices, receipts, payroll records, or previous tax returns, those can help speed up the process.
Most projects take anywhere from a few days to several weeks. The exact timeline depends on how many months need to be cleaned up, the complexity of your books, and how quickly documents are shared.
Catch up bookkeeping focuses on recording transactions that were never entered into your books. Cleanup bookkeeping focuses on fixing errors in transactions that were already recorded. Most businesses that have fallen behind need a combination of both services.
That's usually one of the biggest reasons businesses seek catch up bookkeeping services. Once your books are updated and reconciled, your accountant or CPA can use the records to prepare tax filings and financial statements more efficiently.
Yes. An experienced virtual bookkeeper can review historical records, reconcile accounts, organize financial data, and prepare accurate reports remotely. As long as they have access to the necessary documents and software, the work can be done entirely online.
The cost depends on how far behind your books are, the number of accounts involved, and the complexity of your transactions. At Wishup, you can hire expert bookkeeping support starting at just $999 per month for part-time assistance and $1,799 per month for full-time support, making it a cost-effective alternative to hiring in-house.
Wishup gives you access to pre-screened bookkeeping experts who are trained on leading accounting tools and backed by a managed support team. You also get flexible plans, replacement coverage, and unlimited interviews to ensure you find the right fit for your business.
Once your books are current, you can continue working with your virtual bookkeeper for ongoing bookkeeping support. This helps you stay organized, keep your financial reports accurate, and avoid falling behind again.