Can't get your bank reconciliations done?

Struggling to prepare bank reconciliation reports or falling behind on monthly closings? Our bank reconciliation catch up services ensure every reconciliation statement is accurate, complete, and delivered on time—so you can clean up your books and move forward with confidence.

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accounting-report

Getting you caught up and in balance is our job

Ensure your software has accurately recorded every transaction by carefully reviewing your bank statements.

Timely & Confident Decision-Making
Improved Cash Flow Visibility
Accurate Financial Records
Smoother Year-End Close & Tax Prep
Our process

How It Works

Getting your books caught up is easier than you think. Here’s what you can expect:

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Quick Consultation

We’ll start with a brief call to understand your situation, answer your questions, and outline exactly what’s needed to get your books current.

Secure Document Collection

Easily upload your bank statements, invoices, receipts, and any existing reports using our secure online portal—no need to chase paperwork.

Expert Clean-Up & Organization

Our bookkeeping specialists review, organize, and accurately enter all your historical transactions—turning months (or years) of backlog into up-to-date, CPA-ready records.

Review & Relax

You’ll receive your cleaned-up books and financial statements. We’ll walk you through everything, answer any questions, and keep you on track moving forward.

All Done

Debrief call and final tour of your freshly cleaned books.

Stay Clean

You are now eligible for our recurring bookkeeping and consultingservices!

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Let's talk about in details

Request Your Free Trust Bookkeeping Quote

Ready for stress-free, audit-proof trust accounting?

 Just fill out the quick form below. Our experts will review your needs and get back to you with a tailored quote no obligations, no pushy sales pitch.
 Let’s make trust accounting the easiest part of your business!

CleverCount provides expert bookkeeping to property management companies, and financial solutions to help businesses stay compliant and grow with confidence.