Catch-up bookkeeping: get your books back on track
Behind for a few months or a few years? We rebuild the missing periods from your bank statements, card statements, invoices and receipts, reconcile every account, and get you ready for the returns that are due.
Free backlog assessment · Priced per month of books · Year-by-year for multi-year backlogs · Ready for your tax return
- Duplicate deposits · 14Removed
- Uncategorized expenses · 236Classified
- Unreconciled months · 9Reconciled
- Owner draws booked as expenses · 11Corrected
How far behind are you?
1–3 months behind
Usually a quick project. We catch up and roll straight into monthly bookkeeping so it doesn't happen again.
4–6 months behind
Common after a busy season or a bookkeeper leaving. Statements for each month are all we need to start.
About a year behind
Often tied to a tax deadline or extension. We rebuild the full year and hand your preparer a clean package.
Multiple years behind
We work year by year, oldest first, and coordinate with the overdue tax returns so each year can be filed.
What catch-up bookkeeping covers
- Importing available historical transactions
- Recording missing income and expenses
- Categorizing every historical transaction
- Reconciling each bank, card and loan account by month
- Reviewing and correcting account balances
- Identifying missing documents early
- Year-end P&L and Balance Sheet for each year
- Coordinating with your tax preparation
Catch-up and your tax return
Most catch-up projects start with a deadline: a Schedule C, a partnership return (1065), an S corporation return (1120-S) or a corporate return (1120) that can’t be filed until the books are done. Filing without reconciled books risks missed deductions, overstated income and notices later.
We prioritize the year with the nearest deadline and hand your preparer a clean year-end package. If you’d like, our tax team prepares the return as soon as the books are ready, and we can request an extension where one is still available.
What we'll need from you
Bank and card statements
Every account, every missing month. PDF downloads from online banking are fine.
Loan and payroll records
Loan statements and your payroll provider's reports, if you have them.
Sales platform reports
Stripe, Square, PayPal, Shopify or marketplace payout reports for online or card sales.
Your accounting file (if any)
Read-only access to QuickBooks, Xero or whatever was used before, even if it's out of date.
How catch-up works
- 1
Backlog assessment
We count the missing months and accounts and check which records exist.
- 2
Fixed scope & price
A written quote per month of books, and a list of what we need from you.
- 3
Collect statements
You upload statements securely; we tell you right away if anything is missing.
- 4
Record & reconcile
Each missing month entered, categorized and reconciled to its statement.
- 5
Year-end reports
A P&L and Balance Sheet for every year we bring current.
- 6
Tax handoff
A clean package for your return, or for our tax team to prepare it.
Catch-up and cleanup rates
What sets the total
- Number of months or years outstanding
- Bank, card and loan accounts involved
- Transactions per month
- Whether statements and receipts are available
- Prior errors, duplicates and unreconciled balances
- Payroll or sales tax activity
- Deadline you are working to
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
See what it takes to catch up
Tell us how far behind you are. We'll come back with a fixed quote and a timeline, free.
Catch up on your books
A few details help us come back with the right package or a written cleanup quote. There is no cost and no obligation.
- Reply within one business day
- Fee confirmed in writing before any work
- CPA-led, QuickBooks ProAdvisor certified team
Please don’t send bank passwords, SSNs or statements through this form. Once you’re a client, documents go through our secure client portal.
Bookkeeping questions
Bookkeeping reports are management reports for running the business and preparing tax returns. They are not audited, reviewed or compiled financial statements; those are separate engagements.