Behind on Your Books? We'll Get You Current — Fast.
Whether you're 3 months behind or 3 years behind, we'll reconstruct your financials, reconcile every account, and hand you clean books — so you can file your taxes, get your loan, or simply know where your business actually stands.
Does This Sound Like You?
You probably need catch up bookkeeping if...
These are the most common signs we see — and every single one of them is fixable.
You've been "meaning to" catch up your books for months
Your CPA is asking for records you can't produce
You're behind on tax filings because your books aren't ready
You've been mixing personal and business accounts
You have no idea what your profit margins actually are
You're applying for a loan or bringing on investors
You just fired your bookkeeper and don't know what state they left things in
You've been doing it yourself in spreadsheets and it's gotten out of hand
What's Included
We handle everything, start to finish
A catch up engagement isn't just entering transactions. It's reconstructing the financial history of your business — accurately.
Bank Statement Reconstruction
We pull every bank statement, credit card statement, and payment processor report — and match every transaction to its source.
Transaction Categorization
Every expense and revenue item gets categorized correctly — even if you've been lumping everything into "miscellaneous" for years.
Account Reconciliation
Every account is reconciled to the bank statement, period by period. No guessing, no rounding, no "close enough."
Personal / Business Separation
Mixed finances are the #1 bookkeeping problem we see. We untangle them and build a clean separation going forward.
Chart of Accounts Setup
If your chart of accounts is a mess — or nonexistent — we build one that accurately reflects your business model.
Historical P&L & Balance Sheets
Once everything is reconciled, you get clean financials for every month covered — ready to hand to your CPA or use for planning.
CPA Coordination
If you're mid-tax-season, we work directly with your accountant to prioritize what they need and get it to them fast.
Transition to Monthly Plan
After your books are current, we transition you seamlessly to ongoing monthly bookkeeping — so this never happens again.
Our Process
From chaos to clean books — here's how it works
We've done this hundreds of times. We know where to look, what questions to ask, and how to reconstruct financials efficiently — even when the records are incomplete.
Typical timeline
*Timeline depends on transaction volume and record availability. We confirm your estimate before starting.
Free Scoping Call
We assess how far behind you are, what records are available, and what the scope of work looks like. You'll get a flat-fee quote before we touch anything.
Document Collection
We provide a simple checklist of what we need — bank statements, processor reports, existing accounting files. You gather; we handle the rest.
Reconstruction & Reconciliation
Our team works through every period methodically — categorizing, reconciling, and flagging anything that needs your input.
Review & Delivery
You get clean, accurate financials for every period covered — P&L, Balance Sheet, and Cash Flow — ready for your CPA or your own use.
Ongoing Monthly Plan
We transition you to a monthly bookkeeping engagement so this never happens again.
We've seen it all. There's nothing we can't fix.
Years of mixed personal and business expenses. Duplicate transactions everywhere. Missing bank statements. Multiple entities with no inter-company accounting. We've handled it. We don't judge — we just fix.
Get Your Free QuoteCommon questions
How far back can you go?
We have successfully caught up books that were behind anywhere from 3 months to 4+ years. There is no situation too far gone. As long as bank statements and transaction records exist — digitally or on paper — we can reconstruct accurate financials from scratch.
How long does a catch up engagement take?
It depends on how far behind you are and the complexity of your transactions. A 6-month catch up typically takes 1–2 weeks. A full-year catch up can take 2–4 weeks. We'll give you a clear timeline estimate before we begin.
How is a catch up priced?
Catch up engagements are priced separately from monthly bookkeeping — as a one-time flat fee based on the number of months behind and transaction volume. We quote you upfront so there are no surprises. After your books are current, you transition to a monthly plan.
What if I've been mixing personal and business expenses?
It's more common than you'd think. We'll work through your records, identify personal vs. business transactions, help you reclassify them correctly, and set up a system going forward to keep them separate. If any expenses can be retroactively claimed, we'll flag those for your CPA.
Will I need to provide all my bank statements?
We'll need access to your bank and credit card accounts — either through read-only bank feed connections or statements you can export from your bank portal. Most clients can grant read-only access digitally, making this straightforward. We'll walk you through exactly what we need.
Do I need to have QuickBooks set up already?
No. If you don't have an accounting system yet, we'll set one up as part of the engagement. If you have an existing file that's a mess, we'll clean it up in place rather than starting over — preserving any historical data that's salvageable.
Stop losing sleep over your books.
You built something great. Let us handle the numbers — so you can stay focused on what actually moves the needle.
No contracts · No hidden fees · Cancel anytime