Get Your Books Caught Up
(Without the Overwhelm)
Get Back on Track—We'll Handle the Heavy Lifting
Behind on your books? Don't panic. We'll get everything organized quickly so you can move forward with confidence.
Haven't touched your books in months (or longer)
Have boxes of receipts you keep meaning to organize
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Are facing a tax deadline and your records are a mess
Bought a business with incomplete bookkeeping
Know you're behind but don't know where to start
This Service Is Perfect If You:
What's Included
Record Organization
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Gather and organize all financial documents
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Bank statement reconstruction if needed
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Receipt and invoice categorization
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Missing transaction research
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Account reconciliation for all periods
QuickBooks Cleanup
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Correct posting errors and duplicates
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Properly categorize all transactions
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Set up missing accounts and customers
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Reconcile all accounts to bank statements
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Generate accurate financial statements
System Implementation
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Establish ongoing procedures
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Create documentation for future bookkeeping
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Set up automated processes where possible
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Train you or your team on maintenance
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Provide tools for staying organized
Benefits & Features
Fast Turnaround
Most catch-up projects completed within 2-4 weeks, depending on scope and complexity.
Thorough Accuracy
We don't just enter data; we ensure everything is properly categorized and reconciled.
Future Prevention
Establish systems and procedures to prevent falling behind again.
Tax Preparation Ready
Organized records make tax filing smooth and potentially save on accounting fees.
Financing Ready
Clean, accurate books support loan applications and investor presentations.
Frequently Asked Questions
How far back can you go with catch-up work?
We can work with records going back several years. The time frame depends on document availability and complexity.
What if I'm missing receipts or bank statements?
We can work with bank downloads and help identify missing documentation. We'll do our best to reconstruct records using available information.
How long does catch-up bookkeeping take?
Timeline varies based on scope. A year of catch-up typically takes 2-3 weeks; multiple years may take 4-6 weeks.
Can you work with my existing QuickBooks file?
Yes, we can clean up and correct existing files or start fresh if the file is too corrupted or disorganized.
What happens after catch-up is complete?
Many clients transition to our monthly bookkeeping service to stay current. We provide training and procedures for self-maintenance.