Year-End Catch-Up & Clean-Up
Close Out the Year with Books You Can Trust
If your books are behind, unreconciled, or "mostly done," now is the time to fix them. Tax returns, 1099s, W-2s, loan renewals, and strategic year-end decisions all depend on accurate numbers.
Black Hills Accounting gets your business or personal records caught up, cleaned up, and tax-ready before the deadlines hit. Remote catch-up is available nationwide—send records securely from anywhere in the US, and we will reconstruct clean, accurate ledgers.
Who This Is For
- Busy Business Owners: You haven't touched the books since spring and need them closed out before filing season.
- Self-Employed & Trades: You have a pile of bank statements, receipts, and invoices that need sorting into an organized system.
- Households & Estates: You need organized records for tax preparation, a mortgage application, or estate administration.
- Bookkeeper Turnaround: Your previous bookkeeper left mid-year, leaving accounts unreconciled and transactions uncategorized.
- Split & Mixed Records: Books split across two accounting software systems, or between spreadsheets and bank accounts.
What's Included in Year-End Cleanup
Full Year Entry
Entry and categorization of all missing transactions through December 31.Account Reconciliations
Bank, credit card, line of credit, and loan reconciliations for every month.Error & Duplicate Correction
Elimination of duplicate entries, improper transfers, and miscoded expenses.A/R & A/P Review
Uncollected invoices reviewed, bad debt identified, and open vendor bills verified.Fixed Assets & Depreciation
Equipment and asset purchases documented with proper depreciation scheduling.Payroll & 1099 Alignment
Payroll records reconciled against quarterly 941s, W-2s, and 1099-NEC preparation.Deduction Optimization
Mileage logs, home office expenses, and business-use vehicle records organized.Tax-Ready Reporting
Finalized Year-End Balance Sheet and Profit & Loss package ready for your tax preparer.Year-End Checklist: What We'll Ask You For
To get started quickly, gather the following items (digital or paper):
- Bank, credit card, and loan statements for the entire calendar year.
- Payroll reports and quarterly payroll tax filings.
- Subcontractor payment list with completed W-9 forms.
- Major asset purchase receipts and sales documents.
- Loan and line-of-credit statements showing year-end principal balances.
- Year-end inventory count (if inventory is tracked).
- Prior-year filed tax returns.
How the Process Works
Free 15-Minute Consultation
We discuss where your records stand and what deadlines you need to meet.
Diagnostic Review & Flat Written Quote
We inspect your file and provide a firm, transparent quote. No surprises.
Catch-Up & Clean-Up Execution
We enter transactions, reconcile every account, correct errors, and keep you informed.
Review & Tax-Ready Delivery
You receive verified financial statements and a complete package for tax filing.
Stay Current Going Forward
Optional ongoing monthly bookkeeping so you never fall behind again.
Book Early: Year-End Capacity Is Limited
Year-end cleanup spots fill quickly between October and February. Clients who schedule early receive priority turnaround for 1099 filings and tax deadlines.
Upfront Pricing & Zero Judgment
Year-end cleanup starts at $150 per month of backlog, with a flat written quote provided after an initial file review. You know the exact cost before work begins.
No Judgment: Books fall behind. Business gets hectic, software changes, and life happens. We don't judge how your books got behind—our job is simply to get you caught up, organized, and compliant.
Let's Get Your Books Caught Up
Schedule your free 15-minute diagnostic call today to lock in your year-end spot.
Service Pricing
Written flat quote provided before work begins.