Service
Catch-Up Bookkeeping
For businesses that are months behind, have messy records, or need books cleaned before tax filing or accountant handoff.
Best for
- Books behind by several months
- Messy or neglected records
- Businesses preparing for tax time
- Owners who need a clean restart
Common problems solved
- Old transactions sitting uncategorized
- Missing reconciliations
- Messy expense categories
- Stress before sending books to an accountant
What this includes
- Review of old transactions
- Bank and credit card reconciliation cleanup
- Basic account organization
- Missing item list
- Cleaner records for tax prep
What this does not include by default
- Tax filing
- Audit representation
- Rebuilding records where source documents are unavailable
- Complex multi-year cleanup without separate quote