Catch-up Bookkeeping
Behind on your books? We bring every month up to date, fix past mistakes and tell you exactly what's still missing.
What's included
Months or years behind, we work through it until every account is current.
- We find out which months and accounts are behind
- Every missing transaction recorded
- Bank and credit card accounts matched to your statements
- Wrong or duplicate entries fixed
- A clear list of any statements or receipts we still need
- Up-to-date books, ready for your CPA or for monthly bookkeeping
How catch-up works
From behind to up to date in four steps.
Step 1
Book a call
Tell us how far behind you are and about any deadlines coming up.
Step 2
Get your price
We look at your books and send a written price and timeline.
Step 3
We catch you up
We work month by month and send one list of anything we need.
Step 4
You're up to date
Your books are current. Most clients then move to monthly.
Catch-up questions
How far back can you go?
As far as you need, whether that's a few months or a few years. We look at your books on the first call and agree the exact months before we start, so the price covers everything.
What if I'm missing bank statements or receipts?
That's very common. We tell you early exactly what's missing, so you're not chasing paperwork at the end.
Most statements can be downloaded from your bank or card company, and we'll help you work out what to ask for.
How long does catch-up take?
It depends on how many months are behind, how many accounts you have and how quickly we get your records. You get a realistic timeline in writing with your price. If you have a lender or tax deadline, tell us and we'll plan around it.
Is cleanup included?
Yes. While we bring each month up to date we also fix anything that was entered wrong, recorded twice or put in the wrong category, so your books are right, not just complete.
Other services
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Year-End Package for Your CPA
Clean books and the documents your CPA needs, ready for tax time.
Audit Document Preparation
The documents and reports your auditor asks for, organized and ready.
Ready to get caught up?
Book a free call. We'll look at where your books are and tell you how we can help.