Catch-Up & Retroactive Bookkeeping

from $200.00

Falling behind on bookkeeping? No worries! We help bring your books up to date from the start of your business, ensuring you’re tax-compliant and financially organized.

Services Included:

  • Transaction reconstruction - reviewing bank statements, invoices, and receipts to record missing income and expenses.

  • Bank & credit card reconciliation - matching all transactions to statements to ensure accuracy and completeness.

  • Accounts payable review - organizing and categorizing outstanding vendor bills for proper tracking.

  • Accounts receivable reconciliation - reviewing past invoices and payments to ensure accurate records.

  • Expense categorization - sorting business expenses into proper categories for better financial reporting.

  • Financial report preparation - generating profit & loss statements, balance sheets, and cash flow reports for clear insights.

  • QuickBooks Online setup & cleanup - optimizing your chart of accounts and removing duplicate or incorrect entries.

  • Tax-ready bookkeeping - ensuring your financials are CPA-ready for tax filing or business planning.

Select how many retroactive months needed:

Falling behind on bookkeeping? No worries! We help bring your books up to date from the start of your business, ensuring you’re tax-compliant and financially organized.

Services Included:

  • Transaction reconstruction - reviewing bank statements, invoices, and receipts to record missing income and expenses.

  • Bank & credit card reconciliation - matching all transactions to statements to ensure accuracy and completeness.

  • Accounts payable review - organizing and categorizing outstanding vendor bills for proper tracking.

  • Accounts receivable reconciliation - reviewing past invoices and payments to ensure accurate records.

  • Expense categorization - sorting business expenses into proper categories for better financial reporting.

  • Financial report preparation - generating profit & loss statements, balance sheets, and cash flow reports for clear insights.

  • QuickBooks Online setup & cleanup - optimizing your chart of accounts and removing duplicate or incorrect entries.

  • Tax-ready bookkeeping - ensuring your financials are CPA-ready for tax filing or business planning.

Choose how many months to catch up

We understand that running a business is demanding, and bookkeeping can easily fall to the bottom of the priority list. You’re not alone, and 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.

That’s why we offer flexible catch-up options in two-month increments, so you can choose exactly how much bookkeeping you need to bring up to date. Whether you’re just a few months behind or need years of records cleaned up, we’re here to help you regain control of your finances with ease and confidence.

Not sure how far behind your books are? Let’s talk through your records and create a plan that works for you.