Catch-Up Bookkeeping Services
Catch-Up & Cleanup Bookkeeping Services
Behind on your books? We bring months or even years of records up to date, fix past errors and get your business tax-ready.
Overview
Get Caught Up Without the Stress
Falling behind on bookkeeping is very common. A busy season, a bookkeeper who left, or simply not having the time can leave months of transactions uncategorized and accounts unreconciled. Then a tax deadline, loan application or IRS notice arrives.
Our catch-up and cleanup bookkeeping service brings your books current. We review your existing records, categorize every past transaction, reconcile each account month by month and correct errors left by previous bookkeepers or software imports.
When we are done, you have a clean set of books and accurate financial statements for every period, ready for your CPA to file.
What's Included
- Review of your current books & records
- Categorizing all past transactions
- Month-by-month reconciliation
- Fixing errors and duplicate entries
- Cleaning up the chart of accounts
- Clean financial statements for each period
- Option to continue with monthly bookkeeping
Benefits
What Catch-Up Bookkeeping Does for You
Meet Tax Deadlines
Get accurate numbers to your CPA in time to file.
Loan & Investor Ready
Lenders and investors expect clean, current financials.
Peace of Mind
Stop worrying about the backlog and start fresh.
Our Process
How We Work
01
Assess
We review your books and agree on the period and scope.
02
Gather
We collect bank statements and key documents.
03
Clean Up
We categorize, reconcile and correct every month.
04
Deliver
You receive clean books and financial statements.
Who It Is For
Is Catch-Up Bookkeeping Right for You?
This service is designed for businesses whose books are incomplete, outdated or unreliable.
- Books are months or years behind
- Taxes are due and records are not ready
- Previous bookkeeper left the books in a mess
- Software balances do not match the bank
- Preparing for a loan, sale or investor review
FAQ
Catch-Up & Cleanup Bookkeeping FAQs
How far back can you catch up my books?
We can catch up books for as many months or years as needed, as long as bank and credit card statements are available for those periods.
How long does catch-up bookkeeping take?
It depends on how many months are behind and the number of transactions. We give you a clear timeline after reviewing your records in the free consultation.
What do you need from me?
Usually access to your accounting software (or we set it up), bank and credit card statements, and answers to a few questions about unusual transactions.
Can you continue after the books are caught up?
Yes. Many clients move to our monthly bookkeeping service so their books never fall behind again.
Let Us Handle Your Bookkeeping
Book a free consultation and get a clear plan for your books, with no obligation.