Catch Up Bookkeeping Virtual Assistant Services
Catch-up & Clean-up Bookkeeping | Rescue Your Financial Records
Months or years behind on your books? Our bookkeeping VAs clean up historical transactions, fix unreconciled accounts, organize records, and bring your books back to audit-ready condition.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
Historical Transaction Categorization
Retroactive Bank Reconciliations
Credit Card Reconciliation Cleanup
Uncategorized Expense Resolution
Duplicate Transaction Review
Prior Period Adjustment Analysis
Missing Receipt & Document Matching
Prior Period Error Correction
Chart of Accounts Cleanup
Vendor & Customer Record Cleanup
Loan, Liability & Balance Review
Accounts Receivable Cleanup
Accounts Payable Cleanup
Opening Balance Review
Financial Statement Cleanup
Year-End Bookkeeping Preparation
Audit-Ready Documentation Support
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
Diagnostic Review
We review your books, identify gaps, unreconciled accounts, duplicate entries, and cleanup priorities
Data Retrieval
Your VA gathers bank statements, receipts, invoices, payroll records, and historical transaction data.
Intensive Cleanup
We categorize transactions, fix prior-period errors, reconcile accounts, and clean up financial records.
Audit-Ready Handoff
We deliver clean, organized, reconciled books with reports and documentation ready for tax or CPA review.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADP
Bill.com
CCH Axcess
Drake Tax
Gusto
Intuit ProSeries Tax
Intuit QuickBooks
XeroLower Financial Operations Costs
Save Up to 60% on Accounting Operations
Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.
Local In-House Accountant
$65,000+Salary + Taxes + Benefits + Training
UA Accounting Specialist
$22,500Dedicated Accounting Operations Support
Annual Operational Savings
$42,500+What our clients are saying
Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.
Frequently Asked Questions
common questions about this service — answered.
We can clean up books going back months or even multiple years, depending on the condition of your records, bank statements, and available documentation.
The timeline depends on the backlog size, number of accounts, missing documents, and reconciliation complexity. Most clean-up projects are completed in phases with clear progress updates.
Yes. Clean and reconciled books help your CPA or tax preparer file accurate back taxes with better records, reports, and supporting documentation.
No, but it is recommended. After the cleanup is complete, monthly bookkeeping helps prevent the same backlog from building again.
Yes. Our bookkeeping VAs can work inside platforms like QuickBooks Online, Xero, Dext, Hubdoc, Bill.com, Excel, and other accounting tools your business already uses.