Behind on Bookkeeping? Here’s How to Catch Up Before Q3

If your books are behind, I’ll tell you this right now: you’re not the only one.

Most small business owners I work with come to me saying, “I think I’ve messed this up.” You probably haven’t — but if you’re behind on your bookkeeping, it’s time for a cleanup. And the good news is, you don’t have to do it alone.

What Does “Messy Books” Really Mean?

If you’re wondering whether you need a bookkeeping cleanup, here are a few signs:

1. Your bank accounts haven’t been reconciled since tax season

2. You’re unsure how income, expenses, and owner draws are categorized

3. There are “uncategorized” transactions sitting untouched in your software

4. You’re not totally sure what your business earned last quarter

If that sounds familiar, don’t worry — this is extremely common. Especially for service-based businesses and solo entrepreneurs juggling everything on their own.

How We Catch Up Your Bookkeeping (Without Judgment)

When we help clients catch up on bookkeeping, our process is simple and supportive:

1. Review: We look at your current setup in QuickBooks or whatever software you’re using

2. Clean Up: We categorize, reconcile, and correct any misclassified entries

3. Report: You get a clear picture of where your business stands financially

4. Support: We can train you on best practices or take over bookkeeping for you completely

No judgment. No tech talk. Just real help from a real person who understands small business.

Why Now Is the Best Time to Catch Up

June is the perfect time for a bookkeeping reset. Here’s why:

1. Q2 ends June 30 — ideal for getting clean before Q3

2. Estimated tax payments are due soon (June 15!)

3. Summer slowdown is the calm before Q4 gets hectic

Getting caught up now means you’ll avoid stress later and make smarter financial decisions in real-time.

What You’ll Need for a Bookkeeping Cleanup

Here’s a quick checklist to help you get started:

1. Bank and credit card statements for the year so far

2. Access to your accounting software (QuickBooks, Wave, Xero, etc.)

3. Any payroll records or major purchases

4. A list of invoices or receipts you haven’t logged yet

5. Notes on any new loans, assets, or income streams

Don’t have it all? That’s okay. We’ll help you gather what you need and fill in any gaps.

Ready to Get Your Books Back on Track?

I’ve helped dozens of small businesses clean up their books and breathe a little easier. If you’re feeling overwhelmed or embarrassed — don’t. You just need someone who knows what they’re doing to step in and help.

Click here to schedule a free bookkeeping review

Or just reply — I’m here when you’re ready.

Here’s to clarity, calm, and clean books,

— Sue