Catch-Up & Retroactive Bookkeeping
For business owners whose books have fallen behind - at any stage, for any length of time.
Falling behind on bookkeeping happens to almost every business owner at some point. We help bring your books up to date from wherever they currently stand, so you're tax-compliant, organized, and no longer dreading what you'll find when you finally open QuickBooks.
- 01 Transaction reconstruction from bank statements, invoices, and receipts
- 02 Bank & credit card reconciliation
- 03 Accounts payable review and organization
- 04 Accounts receivable reconciliation
- 05 Expense categorization
- 06 Financial report preparation (P&L, balance sheet, cash flow)
- 07 QuickBooks Online setup & cleanup
- 08 Tax-ready, CPA-ready bookkeeping
“
There’s no judgement here - many business owners find themselves behind on financial records. The good news? It’s never too late to get back on track.
We tailor the catch-up process to exactly how far behind your books are, so you regain control at your own pace
Not sure how far behind your books are? Let’s talk through your records and build a plan that works for you.
Ready to get caught up?
Schedule a free consultation and we’ll map out exactly what it’ll take.