Catch-Up Bookkeeping
Mechanic Shop Cleans Up 3 Years of Books in 48 Hours to Secure New Lease
Learn how Apex Bookkeeping cleaned up three years of records in just 48 hours, enabling a local mechanic shop to secure a new lease and better serve its customers.
Sep 15, 2025
overview
A sole proprietor mechanic shop needed reliable financials to secure a lease for a better location. Their books had not been maintained properly, and with no tax filings completed for several years, they lacked the financial records a landlord required. The business needed a rapid cleanup to move forward.
Challenge
The shop faced several obstacles:
Three years of uncategorized transactions across 2023–2025
Bank and credit accounts unreconciled
No usable financial statements to provide a landlord
Urgent timeline, with only 48 hours to deliver clean reports
Solution
Apex Bookkeeping delivered a rapid turnaround cleanup:
Reconciled all bank and credit card accounts
Categorized and organized 3,000+ transactions
Generated accurate income and expense reports across three years
Delivered reliable financial statements within 48 hours
Positioned the business for future compliance and planning
Result
Landlord received accurate financials, allowing lease approval for the new location
Shop gained clean, audit-ready books despite years of backlog
Owner saw the value of ongoing bookkeeping and began exploring future projects with Apex
Impact
Rapid cleanup unlocked growth opportunities (new, better location to serve customers)
Sole proprietor compliance strengthened through accurate reporting
Reliable financials now available for landlords, lenders, and tax filings
Foundation built for smoother bookkeeping and proactive planning going forward