Behind on your books · caught up fast
Catch-up bookkeeping,
months or years behind.
If your books simply stopped — months or years of transactions never recorded — we bring them current. Accurate, reconciled, and tax-ready, on a fixed price with no monthly retainer.
Most projects completed in 2–6 weeks · Fixed pricing from $2,500
You're not alone
Behind on your books?
Falling behind is one of the most common reasons businesses reach out. Here is what usually brings people to a catch-up.
A tax deadline is bearing down
You can't file an accurate return until your books are current — and the clock (or another extension) is running out.
A lender or investor needs current financials
The bank, SBA, or investor wants up-to-date P&Ls and balance sheets, and yours stop several months ago.
Life or business got busy and you fell behind
A new baby, a move, a growth spurt, a hard quarter — the books slipped and never got back on track.
You're switching bookkeepers or software
There's a gap between your last bookkeeper and your next, and someone needs to record the months in between.
You haven't recorded transactions in months
Bank feeds are piling up uncategorized and you genuinely don't know where the business stands right now.
You're ready to get current — and stay current
You want this year's books closed and accurate so you can finally make decisions from real numbers.
Behind is not the same as broken. If your books are simply incomplete, catch-up is exactly what you need. If what is already recorded looks wrong or messy, that is a different job — see our Set Up & Clean Up service. Not sure which? We will tell you on the first call.
How catch-up works
Five steps from behind to current.
A clear, proven path that takes you from a stack of unrecorded months to clean, current, tax-ready books.
Assess How Far Behind You Are
A free call to map the gap — which months or years are missing, how many accounts, and roughly how many transactions need recording.
Fixed Quote, No Surprises
We review your statements and existing file, then send one clear project price. No hourly meter, no scope creep.
Systematic Month-by-Month Catch-Up
We work forward chronologically — importing, categorizing, and recording every transaction month by month until you're current.
Reconcile & Deliver
Every account reconciled to the statement, then tax-ready P&L, Balance Sheet, and Cash Flow delivered with a walkthrough.
30-Day Support
Questions, extra reports, or CPA coordination for the period we caught up — included free for 30 days after delivery.
What you get
What's included in every catch-up.
- Import and categorization of every unrecorded transaction
- Month-by-month catch-up worked chronologically to current
- Full bank reconciliation for each period (all accounts)
- Credit card and loan account reconciliation
- Proper income and expense coding for clean reporting
- Chart of accounts review so new entries land in the right place
- Sales tax liability captured for each catch-up period
- Year-end adjusting entries where periods are being closed
- Tax-ready financial statements (P&L, Balance Sheet, Cash Flow)
- Direct coordination with your CPA or tax preparer
- A clear summary of where the business now stands
Scope & pricing
How far behind are you?
The further back your books go, the more there is to record — but the approach never changes. Every catch-up is one fixed project price, starting from $2,500.
Up to 6 months behind
A focused, fast catch-up
A handful of months of activity recorded, reconciled, and closed. The most common starting point — often turned around in a couple of weeks.
Typically the quickest path back to current.
About 1 year behind
A full year, brought current
A complete trailing year recorded month by month, reconciled, and delivered tax-ready — ideal when a filing deadline is driving the timeline.
Closes a full tax year so you can file with confidence.
2+ years behind
Multi-year reconstruction
Several years rebuilt in chronological order, account by account. More involved, but the same fixed-quote, no-surprises approach applies throughout.
Larger scope — quoted precisely after the assessment.
Fixed project pricing
You receive one clear quote after we assess how far behind you are — never an hourly meter.
What shapes the price
- How Far Behind
- Six months reads very differently from three years of unrecorded activity.
- Transaction Volume
- More transactions per month means more to import, categorize, and verify.
- Number of Accounts
- Each bank account, credit card, and payment processor adds reconciliation work.
- Records on Hand
- Complete statements and an existing file move faster than reconstructing from scratch.
A fixed price, in writing
No meter, no surprises
We review how far behind you are and commit to one fixed price before any work begins — even if the catch-up turns out harder than expected. You keep your own QuickBooks or Xero file the whole way through.
If your books are wrong, not just behind →Not sure yet?
Find out where you stand
Run our free health check to gauge how far behind you really are, or estimate your project cost before you ever book a call.
Questions, answered
Catch-up bookkeeping FAQs.
Ready when you are
Let's get you
caught up.
Tell us how far behind you are. We'll map the gap, give you a fixed quote, and bring your books current — so you can file, borrow, or simply breathe.
No obligation. No credit card. No monthly retainer — ever.