Bookkeeping Set-Up and Clean-Up Services for Small Businesses

Behind on Your Books?

We’ll Get You Back on Track

Falling behind on bookkeeping is more common than most business owners expect

  • Months or years of incomplete records

  • Uncategorized or miscategorized transactions

  • Bank and credit card accounts not reconciled

  • Personal and business expenses mixed together

  • Uncertainty and stress around tax time

The longer it goes unaddressed, the more complicated it becomesβ€”but it can be fixed

πŸ‘‰ Request a Free Book Review

Bookkeeping Set-Up & Clean-Up Services

HBerg Bookkeeping specializes in bookkeeping clean-up and catch-up services designed to restore clarity and accuracy to your financial records

We help with:

  • Set-Up & Clean-Up bookkeeping for overdue accounts

  • QuickBooks & Xero cleanup and reconciliation

  • Transaction categorization and corrections

  • Bank and credit card reconciliation

  • Financial reporting preparation

Whether you are a few months or several years behind, we get your books current, organized & compliant

Schedule a Free Book Review

How It Works

reasons to outsource for bookkeeping services

Step 1:

Free Book Review

We review your current bookkeeping and identify what needs attention

reasons to outsource for bookkeeping services

Step 2:

Clear Plan & Pricing

You receive a straightforward quote and timeline before any work begins

reasons to outsource for bookkeeping services

Step 3:

Clean-Up Process

We clean, reconcile, and organize your financial records while keeping you informed

reasons to outsource for bookkeeping services

Step 4: Clean, Accurate Books

You receive organized financials ready for taxes, reporting, or ongoing bookkeeping

Who This Is For

HBerg Bookkeeping is a strong fit for business owners who:

  • Are behind on bookkeeping and need to get current

  • Need accurate financials for taxes or their CPA

  • Want clarity and organization in their records

  • Prefer to outsource cleanup to a professional

πŸ‘‰ Request a Free Book Review

Frequently Asked Questions

How far behind can my books be?

We work with businesses a few months to several years behind

How long does cleanup take?

Most cleanups take 1–3 weeks depending on complexity and volume

Do you only use QuickBooks and Xero?

We primarily use QuickBooks Online and Xero software programs but can work with other systems as needed

Do you offer ongoing bookkeeping?

Yes. Many clients continue with monthly bookkeeping after set up or cleanup services

Stop stressing over messy financials

Let’s get everything cleaned up and working the way it should

Copyright Β© 2026 HBerg Bookkeeping |

Santa Rosa, CA | 855-254-2374

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Copyright Β© 2026 HBerg Bookkeeping |

Santa Rosa, CA | 855-254-2374

facebook profile for bookkeeping services
instagram profile for bookkeeping services
linkedin profile for bookkeeping services