We Fix Messy Books.
You Get Tax-Ready Financials.
2-minute form. Fixed-fee quote in your inbox within 24 hours.
- 2-minute intake
- Quote in 24 hours
- One-time fixed fee — no lock-in
TRUSTED BY BUSINESS OWNERS IN TX, FL, GA, NC, TN, NV & NATIONWIDE
Situations Our Bookkeeping Clean Up Services Solve:
Behind on bookkeeping or dealing with messy QuickBooks? Our catch up & clean up service gets your books tax-ready—fast and accurate.
Behind on Multiple Years
Years of backlog piling up? We work through it year by year, in order — fully reconciled, nothing skipped.
Messy Books or Mixed Funds?
Personal expenses mixed with business? We untangle the mess and fix categorization errors — whether you’re on QuickBooks, Xero, or spreadsheets.
Need a Loan or Financing?
Lenders require clean, accurate financials. We deliver the P&L and Balance Sheets that get approved on first review.
Selling Your Business
Messy books lower your valuation. We clean up your historical data so your financials reflect what your business is actually worth.
Don’t see your specific situation here? Click to tell us about it.
Real Clients. Real Situations.
They were in the same situation. Here’s what happened.
“I hadn’t touched my books in almost two years. Tax season kept getting pushed back because I couldn’t pull anything clean together. TTB went through everything month by month, flagged a few transactions I had completely forgotten about, and delivered the most organized financial package I’d ever seen. Both years got filed within six weeks.”
- Backlog: 22 months (2023–2024)
- Platform: QuickBooks Online
- Outcome: Filed both years within 6 weeks of handoff
- Turnaround: 4 weeks after documents received
“I was running my Shopify store and personal expenses through the same account for over a year. Stripe refunds were being logged as income, Amazon purchases were miscategorized, and my P&L was completely off. TTB untangled everything and separated it properly. For the first time in three years, my financials actually made sense.”
- Backlog: 14 months of mixed transactions
- Platform: Shopify + Stripe + Xero
- Outcome: Clean P&L + Balance Sheet, filed on time
- Turnaround: 3 weeks after read-only access granted
“Our SBA loan application got flagged because our financials didn’t reconcile. We had two years of backlog and a lender deadline in six weeks. TTB prioritized the most recent 12 months first so we could submit on time, then finished the rest. The bank accepted our statements on the first review. We closed the loan.”
- Backlog: 24 months, SBA loan deadline
- Platform: QuickBooks Online + multiple accounts
- Outcome: Loan-ready package, approved first review
- Turnaround: 12 months prioritized in 3 weeks
Traditional Firms vs TTB: Catch Up & Clean Up Bookkeeping
A side-by-side look at what the experience is actually like.
Swipe left to view full comparison →
| What Matters | Traditional Firms | TTB |
|---|---|---|
| Your Effort | ✕Calls, scheduling, questionnaires before anything starts. | ✓2-minute form. We handle the rest by email. |
| Pricing | ✕Often hourly — final cost unclear until the end. | ✓Fixed-fee quote upfront. You approve before we start. |
| Commitment | ✕Many require monthly contracts to begin catch-up work. | ✓One-time fixed fee. No lock-in. |
| Speed | ✕Weeks of back-and-forth before work begins. | ✓Quote in 24 hours. Most cleanups done in 2–4 weeks. |
| What You Get | ✕Output format varies. You may still need to organize files. | ✓Tax-Ready Handoff Package — P&L, Balance Sheet, reconciled books. Sent directly to your inbox. |
How Our Catch Up and Clean Up Bookkeeping Process Works
Simple workflow. From backlog to tax-ready reporting.
- 01
Tell Us Your Situation
First, complete the 2-minute intake form — you’ll share some basic details about your business and backlog. You’ll receive a verification email; just reply “YES” to confirm. Because every business is different, our team may follow up by email with a few specific questions or request additional documents before we finalize your quote.
- 02
We Send Your Fixed Quote
Next, once we have everything we need, you’ll receive a clear, fixed-fee quote within 1 business day. Confirm and pay securely via Stripe — and we get to work immediately.
- 03
Receive Tax-Ready Financials
Finally, you receive a complete Tax-Ready Handoff Package — reconciled accounts, accurate P&L, and a clean Balance Sheet. Everything you need to file with confidence, delivered to your inbox. No back-and-forth, no missing documents.
Takes 2 minutes
Get My Fixed-Fee Quote
🔒 Your information is secure and never shared with third parties.
The Trusty Books – FAQ
Pricing & Scope
How much does catch-up bookkeeping cost?
We review your situation first, then send you a clear, fixed-fee quote — usually within 24 hours. You’ll know the exact cost before any work begins. No hourly billing, no surprise invoices at the end.
I’m multiple years behind. Do I have to pay everything at once?
We break multi-year projects into phases – most start with a 50% deposit, with the remaining balance due at the project midpoint. We work year by year, in order. You’ll never be hit with one large bill at the end.
Process & Delivery
What happens after I request a quote? What do you need to get started?
- Submit the form – You’ll share basic details about your business and backlog, then reply “YES” to a short verification email to confirm your request.
- We review your situation – Our team goes through your submission. Because every business is different, we may follow up by email with a few specific questions or request additional documents — bank statements or accounting software access, depending on your books.
- You receive a fixed quote – Once we have what we need, your clear, fixed-fee quote arrives within 1 business day. No hourly estimates. No surprises.
- Confirm and pay via Stripe – We get to work immediately.
- Project complete – You receive your Tax-Ready Handoff Package — clean financials, ready to file.
Do you file my taxes?
What we deliver is a complete, tax-ready financial package — accurate, properly categorized, and ready to file. You’ll have everything you need when tax season comes.
Software & Timeline
Do I need QuickBooks Online?
We work with QuickBooks Online and other platforms. If you don’t have accounting software, we can build everything from your bank statements, spreadsheets, or receipts. Either way, you’ll end up with clean, tax-ready financials – and a clear picture of where your business stands.
How long does the cleanup take? Do you offer ongoing bookkeeping?
Once you’re caught up, you never have to go through this again. Our optional monthly bookkeeping plans keep your books current year-round, so next tax season, everything is already done.
Most clients go from messy books to tax-ready in under 3 weeks.
Start with a 2-minute form. We handle the rest.