Catch-Up Bookkeeping
Behind on Your Books? Let's Get Current.
If your records stopped months or years ago, you are not the first. We work through the backlog account by account until your books reflect reality again.
A Backlog With an End Date
Falling behind on bookkeeping is common, and it compounds quietly. Every unreconciled month makes the next one harder and leaves you guessing about your own numbers.
We start by reviewing how far back the gap goes, then work forward in a defined sequence: recover missing transactions, categorize them correctly, reconcile each account, and confirm the totals match your statements.
Who This Service Is For
- Businesses months or years behind
- Owners who stopped keeping records mid-year
- Self-employed professionals and contractors
- Businesses preparing records for a CPA
- Owners applying for financing or a loan
Problems We Help Solve
- Months of uncategorized transactions
- Accounts that have never been reconciled
- Missing receipts and statements
- No idea what the business actually earned
- A CPA waiting on numbers you do not have
What's Included
- Prior month and prior year catch-up
- Missing transaction recovery
- Account-by-account reconciliation
- Corrected opening balances
- Clean reports for your CPA
- A defined completion date
How It Works
A Simple Process
- 1
Tell Us Where You Stand
Share how far behind you are and which accounts are involved.
- 2
We Review the Gap
We check what records exist and what needs recovering.
- 3
Get a Clear Quote
You get the catch-up scope, timeline, and price before we begin.
- 4
Books Brought Current
We close the backlog and can keep it current every month after.
FAQ
Frequently Asked Questions
How far back can you go?+
As far back as you need. We regularly bring multiple prior years current, as long as bank and credit card statements are available.
How long does catch-up work take?+
It depends on the number of months and accounts. After a short review we give you a timeline and a fixed scope, so there are no open-ended surprises.
What happens once I'm caught up?+
Most catch-up clients move into ongoing monthly bookkeeping so the gap never opens again. That is entirely your choice.
Free Quote
Ready for a Clearer Financial Path?
Tell us what you need help with and take the first step toward organized, up-to-date books.
Get Your Free Quote
Tell us what you need help with. We'll review your request and contact you to discuss the next step.