Behind on Your Books? Here’s How to Clean Up Months (or Years) of Messy Financials

You’re not alone. Lots of small business owners fall behind on their money records. It might be 6 months or even 6 years, but here’s the good news: it can be fixed!

At FINA Consulting Inc., we help clean up messy books. If your money stuff is confusing, you’re already taking a big step forward just by being here.

Why Business Owners Fall Behind

Even really hard-working business owners fall behind sometimes. Here’s why:

  • Too many jobs: You’re busy running your business, talking to customers, and doing the work—bookkeeping gets pushed aside.

  • Confusing tools: Programs like Excel or QuickBooks are great—but only if you know how to use them. One small mistake can lead to a big mess.

  • Not enough time or training: If you don’t know how to do it or don’t have time, it’s easy to fall behind.

  • Fast business growth: Growing is great, but it can make money tracking harder.

  • New software: Changing systems can cause problems if things don’t match up.

What Happens When Books Are Messy

When your money isn’t tracked the right way, it can cause big problems:

  • Late taxes: If your records are wrong, you might pay taxes late and get fined.

  • No loans or help: Banks and grant programs need clean records to give you money.

  • Bad choices: If you don’t know your numbers, you’re guessing—and that’s risky.

  • More chances for an audit: Messy books can bring unwanted attention.

  • Money confusion: If you don’t track bills and payments, you don’t know what’s coming in or going out.

How We Fix It: Step by Step

At FINA Consulting Inc., we follow simple steps to clean up your books:

1. Learn About Your Business
You show us your bank accounts and any records you have.

2. Find the Problems
We look at what’s missing or wrong and make a cleanup plan.

3. Match Everything
We go through each month and make sure your books match your bank and card statements.

4. Sort Transactions
We put every dollar in the right place—like income, bills, or savings.

5. Fix Mistakes
We clean up double charges, fix errors, and make sure reports are right.

6. Share Reports
We give you easy-to-read reports and go over them with you.

7. Set You Up for Success
We help you stay on track—or we can keep helping you every month.

Why You Shouldn’t Wait

Cleaning your books does more than check a box—it gives you peace of mind and helps your business grow.

  • Know your past: Clean records help you plan for the future.

  • Be ready for loans: You’ll have 1–3 years of history ready if needed.

  • Feel less stress: No more worry every tax season.

  • Grow with confidence: With clear numbers, you can hire, plan, and invest smarter.

How FINA Consulting Helps

We make cleanup easy and stress-free:

  • Clear prices: We tell you the cost up front.

  • One-on-one help: You’ll work with a real person.

  • Online tools: We collect everything safely and quickly.

  • Final check-in: We review your new records with you.

  • Monthly help (if you want): We can keep your books clean moving forward.

Real Client Story

One of our clients hadn’t filed taxes in two years. Their books were a mess, and they didn’t know how much money they were making—or owed.

In just six weeks:

  • We cleaned up 18 months of records

  • Fixed every bank account

  • Helped send and track bills

  • Worked with their tax person

  • Set up automatic invoices and monthly reports

Now they feel in control and know exactly where their money is going.

Ready to Get Caught Up?

👉 Book a free call with FINA Consulting Inc. today.
We’ll look at your situation and make a simple plan to get you back on track—no stress, no judgment.

📥 Download our free checklist: Catch Up Bookkeeping: 7 Steps to Get Back on Track

Your business deserves better than messy spreadsheets.
Let us help you feel calm, clear, and confident again.

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