Catch-up & cleanup

Behind on the books? Breathe.

Whether you're three months or three years behind, we'll bring every account current, reconciled, and ready for tax filing — without judgment.

Falling behind on bookkeeping is one of the most common — and most stressful — things that happens to a growing business. The good news: it's completely fixable. We specialize in untangling neglected, messy, or half-finished books and turning them into a clean, reliable record you can file taxes from and actually use.

What catch-up covers

  • Rebuilding or reconstructing months or years of missing transactions
  • Reconciling every bank, credit-card and loan account to statements
  • Fixing miscategorized, duplicated, or "uncategorized" entries
  • Cleaning up a QuickBooks file that's drifted out of shape
  • Prior-year write-ups so overdue tax returns can finally be filed

How it works

We start with a quick review to scope how far behind things are and what records exist. From there we give you a clear, fixed quote — no open-ended hourly surprises — and a timeline. Once your books are current, most clients roll straight into monthly bookkeeping so they never fall behind again.

Pairs with overdue taxes

Behind on books usually means behind on filings. We coordinate catch-up bookkeeping with tax preparation — including late and amended returns — so you become fully compliant in one coordinated effort.

No shame, no lectures. We've seen every kind of "shoebox of receipts." Our job is to fix it and keep it fixed.

Common questions

How much does catch-up cost?

A full prior-year write-up starts at $1,900; smaller cleanups are scoped and quoted up front. See the pricing section for the full schedule.

How long does it take?

It depends on the number of accounts and how complete your records are — but most catch-ups are completed in a few weeks, and we'll give you a timeline before starting.

Get started

Let's get you current.

Book a free, judgment-free review and we'll scope the catch-up and give you a fixed quote.