What is the difference between bookkeeping cleanup and monthly bookkeeping?

Bookkeeping cleanup takes care of the past. It involves reviewing older transactions, correcting errors, and checking your records against bank and credit card statements so everything lines up.

Monthly bookkeeping keeps things organized going forward. I record and categorize transactions, check account balances against statements, and prepare financial reports that help you understand how your business is doing.

If your books are behind, you may need a cleanup first. Once they’re up to date, ongoing monthly bookkeeping helps keep the backlog from building up again.