Catch-up bookkeeping for businesses that have fallen behind
Months or years behind on your books? We bring QuickBooks Online up to date, one month and one account at a time, until every balance matches the bank.
Falling behind on the books is common, and it happens the same way almost every time. A busy season, a bookkeeper who leaves, a switch to new software. A month slips, then a quarter, and the longer it goes, the harder it is to know where to start.
Catch-up bookkeeping is the fix. We work forward from the last point your books were reliable, record and categorize every month that is missing, and reconcile each bank and credit card account to its statements. When we are done, your QuickBooks Online file shows what actually happened, and your CPA can work from it.
Catch-up is different from a QuickBooks cleanup, although most files need a bit of both. Catch-up fills in the months that were never done. Cleanup fixes the months that were done wrong. Once you are current, monthly bookkeeping keeps you there.
Not sure how far behind you are? Start with a free Books Checkup and we will tell you.
Sound familiar?
Signs you need catch-up bookkeeping
- Months, or years, of transactions sitting in the bank feed, never reviewed.
- A tax deadline coming up and books your CPA cannot work from.
- A loan, lease or investor asking for financial statements you do not have.
- A bookkeeper who left, and nobody sure where they stopped.
- Extensions filed last year because the books were not ready.
How a catch-up works
We find where it stopped
We look at your file and your statements to see which months are missing, which accounts were never reconciled, and what the last reliable point is.
We catch up month by month
Starting from that point, we record and categorize each month's transactions and reconcile every bank and card account to its statements.
We hand over a clean file
A reconciled QuickBooks Online file, a short summary of what we fixed, and a list of anything we need your CPA to decide.
One flat fee, quoted up front
Catch-up work is quoted as a single flat fee once we have seen your file, and billed separately from monthly bookkeeping. You know the full cost before we start.
Questions
How far back can you catch up?
As far back as you need, as long as the bank and card statements are available. Most banks let you download at least a couple of years of statements, and we can tell you what to request if yours do not.
How long does catch-up bookkeeping take?
It depends on how many months and accounts are involved and how quickly statements come in. We give you a timeline with the quote, after the free checkup, rather than guessing up front.
How is catch-up work priced?
As a flat fee for the whole catch-up, quoted after we have seen your file. It is billed separately from monthly bookkeeping. No hourly billing.
Do I have to sign up for monthly bookkeeping too?
No. Many people want monthly bookkeeping afterwards so they never fall behind again, but the catch-up stands on its own.
Will you file my back taxes?
No. We do not prepare or file tax returns. We get the books caught up and reconciled so your CPA or tax preparer can file from them.
However far behind, there is a way back.
Start with a free consultation. We look at where your books stopped and tell you honestly what it takes to catch up. Nothing to sign.
Schedule a free consultation