Bookkeeping Cleanup & Catch-Up in Minneapolis, MN

Q: Does bookkeeping cleanup include preparation of overdue tax returns?

Bookkeeping cleanup and catch-up get your books ready so past-due or amended tax returns can be filed, but the actual preparation and filing of those returns may be quoted as an additional service, depending on your situation. In your proposal, we clearly explain what is included and what is priced separately.

At CBO Accounting & Advisory Services, we provide professional bookkeeping cleanup services for businesses in Minneapolis, the Twin Cities, and other cities across Minnesota. Get your taxes done right and gain peace of mind knowing you’re meeting your U.S. tax obligations, even if you operate in multiple states.

Your bookkeeping is behind—but it can still be fixed

This is a specialized bookkeeping cleanup and catch-up service for businesses with overdue or disorganized financial records. We review outstanding months of bookkeeping, reconcile current and historical bank accounts, and correct errors so your books accurately reflect your business reality.

At the end of the process, you receive reliable financial statements and a solid foundation to prepare or amend your tax filings.

What Does Our Service Include?

Overdue bookkeeping cleanup: We review months or years of backlogged bookkeeping and organize all information into a single, structured system.
Historical reconciliations: We reconcile bank accounts, credit cards, payment gateways, and accounts receivable/payable to ensure balances are accurate.
Error correction and reclassifications: We identify miscategorized, duplicated, or missing transactions and correct them to ensure reliable reporting.
Financial statement reconstruction: We generate profit and loss statements and balance sheets for past periods, ready for your accountant or for submission to banks and investors.
Organization of supporting documents: We organize invoices, receipts, and key documents so you’re prepared for audits or financial reviews.

Other Services

Review Your Situation with an Expert

We bring your overdue bookkeeping up to date

Stop wasting time on calculations, forms, and deadlines. CBO manages your bookkeeping so you can focus on growing your business in Minneapolis and the surrounding metro area.

FAQs

Frequently Asked Questions About Bookkeeping Cleanup

Can you help me if my business is in Minneapolis, Minnesota, or another state?

Yes. This service is designed for small businesses in Minneapolis and across Minnesota, as well as companies registered in other U.S. states. We tailor the bookkeeping cleanup so your books can be used as a solid basis for both federal and state tax obligations.

Does bookkeeping cleanup include preparation of overdue tax returns?

Bookkeeping cleanup and catch-up get your books ready so past-due or amended tax returns can be filed, but the actual preparation and filing of those returns may be quoted as an additional service, depending on your situation. In your proposal, we clearly explain what is included and what is priced separately.

What happens after the bookkeeping cleanup is completed?

Once the cleanup is complete, you receive updated financial statements and, if you wish, we can continue with an ongoing monthly bookkeeping service to keep your records current and prevent future backlogs. That way, a one‑time cleanup project becomes a stable, sustainable financial system for your business.