Catch-up and clean-up bookkeeping
Books months or years behind, or simply messy? We bring them current, fix past errors and leave you with a file you and your CPA can trust.
What is included
It happens to busy businesses all the time. We start by reviewing your file, agree a fixed scope and price, then work through the backlog month by month until everything is reconciled.
- Review of your current file and a written plan before we start
- Catch-up categorization for every missing month
- Bank and credit card reconciliations for each period
- Fixes for duplicate, missing and miscategorized transactions
- Chart of accounts tidy-up
- Opening balances agreed to your last tax return where possible
- A summary of what we changed and why
Who it is for
- Businesses that are months or years behind
- Owners facing a tax deadline with books not ready
- Companies whose previous bookkeeper left a mess
- Anyone applying for a loan who needs current books
What you get
- A fixed quote before any work starts
- Books brought fully up to date
- Reconciled accounts for every period
- A summary of changes for you and your CPA
- An easy move onto monthly bookkeeping, if you want it
How often
A one-off project. Timing depends on how many months are behind and how quickly we receive statements.
Pricing
Starting from $149 per month of backlog (minimum 3 months). Save 10% on catch-up work when you continue with a monthly plan. We confirm a fixed quote after a free review.
See pricingYour software
We work inside the tools you already use, including QuickBooks Online, QuickBooks Desktop, Sage Intacct and Bill.com. Our team can also be trained on yours.
Tools we useQuestions about catch-up and clean-up bookkeeping
Catch-up work starts from $149 per month of backlog, with a minimum of 3 months. The final price depends on your transaction volume, accounts, payroll and the condition of your books. We review your file first and give you a fixed price before starting.
Bank and credit card statements for each period are the most important. We will tell you exactly what is missing and help you request it.
No. We are not a CPA firm. We get your books ready so your CPA or tax professional can file.
Related services
Often combined with catch-up and clean-up bookkeeping.
Bookkeeping
Every transaction categorized and your books kept current each month, so you always know where you stand.
Learn moreBank and credit card reconciliations
Bank, credit card and loan accounts matched to statements every month, with differences found and explained.
Learn moreYear-end and tax-ready books
A clean, reviewed year-end file for your CPA, with the reconciliations and schedules they usually ask for.
Learn moreReady to get your books caught up?
Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.