Months or years behind? You're not the only one. We'll bring your records current, reconciled, and tax-ready - and then keep them that way.
If your books haven't been touched in three months, six months, a year, or longer, you're in good company. Most small business owners we onboard come to us behind on bookkeeping - and that's exactly the problem we're built to solve.
Catch-up bookkeeping is a defined project. We diagnose the scope, scope it transparently, give you a quote, then bring everything current - month by month, reconciled and reviewed.
Falling behind doesn't mean your books are unfixable. It means you need a defined project with a clear start, scope, and finish line.
Review your current bookkeeping software, account access, and the months behind.
Define exactly which months and which accounts need work.
Receive a written, fixed-scope quote - no surprise billing.
Categorize and reconcile each month, in order, with documented questions.
Every account tied to bank/credit statements, period by period.
Receive clean monthly P&L and Balance Sheet for every caught-up period.
Transition seamlessly into monthly bookkeeping going forward.
Never fall behind again - that's the whole point.
Every bank and credit card statement reconciled for every month in scope.
Clean Profit & Loss and Balance Sheet for each caught-up month.
Tax-ready financials your CPA can use without follow-up cleanup.
An organized, accurate QuickBooks file you can actually trust.
A clear list of items we needed clarity on - with your answers logged.
A recommended monthly bookkeeping plan to keep you current from here on out.