Account Cleanup & Catch-Up

Falling behind on your bookkeeping? You’re not alone — and you don’t have to figure it out alone, either.

At B&M Financial Management Services, we specialize in QuickBooks Account Cleanup and Catch-Up Services designed to help overwhelmed business owners restore order to their finances — fast.
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Whether it’s a few months or a few years of transactions, we’ll help you clean up errors, reconcile accounts, and get your books ready for tax season, funding opportunities, or peace of mind.

 What We Do:

  • Review and clean up inaccurate or duplicate transactions
  • Reconcile bank and credit card statements
  • Organize and categorize past expenses and income
  • Correct chart of accounts and ensure proper setup
  • Generate accurate reports for taxes or business planning

​Why Customization Matters:

  • Business owners who haven’t kept up with monthly bookkeeping
  • Entrepreneurs needing to catch up before tax deadlines
  • Clients switching to QuickBooks or recovering from DIY errors
  • Anyone unsure if their books are accurate and complete

What You’ll Get:

  • Clean, organized financial records
  • Confidence knowing your books are accurate
  • Insights into your business’s real financial health
  • A fresh start — and support staying on track going forward

Don’t Wait Until Tax Time​

Let’s fix the mess now — and prevent future stress.
📅 Book your free consultation today to see how we can help.

​Bundle & Save​

 Ask about our   QuickBooks + Financial Coaching Packages  for deeper financial insight and support!

What Clients are Saying:

​"We are very satisfied with choosing your company to provide our bookkeeping services. With your vast knowledge and experience, you were able to create an organized accounting system - which we continue to follow, collect on our past-due billings and consult with us on our accounting issues. Thank you for your support."

Maurice, President, Ecom Works, Inc.
"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."

Joan Newton JB Cruise & Tours, Inc
"It was great learning the basic function of using QuickBooks software program. Theresa answered all our questions and navigated through each feature of the program. It was a pleasure training with her. She made it easy and less scary. I would definitely recommend her."

Ann & Barbara,  JEM Architectural, Inc
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