What the client sends
Secure access to bookkeeping software where applicable, bank and credit card statements, loan statements, and any supporting documents needed to fill the gaps.
Catch-Up Bookkeeping
Catch-up bookkeeping for businesses that need their bookkeeping records brought back under control
If your bookkeeping records are behind, the goal is simple: get the records current, clean up the backlog, reconcile the key accounts, and hand over bookkeeping records your CPA can work with. Messy bookkeeping records do not mean a bad business. They usually mean the owner has been busy.
What it is
Catch-up bookkeeping means bringing historical bookkeeping records up to date
This service is for businesses with past months of bookkeeping that still need to be entered, reviewed, categorized, or reconciled. I work through the backlog so the bookkeeping records reflect a clearer, more current picture of the business.
Common signs a business is behind
- Bank and credit card accounts have not been reconciled for months
- Transactions are uncategorized or sitting in review
- The CPA has asked for cleaner bookkeeping records before moving forward
- Financial reports are confusing or clearly incomplete
- Year-end work feels blocked by bookkeeping backlog
What I do
Process missing transactions, clean up categories, reconcile the accounts, identify inconsistencies, and organize the bookkeeping records into a clearer state.
What you receive
Current bookkeeping records, reconciled balances where in scope, a clearer bookkeeping file, and more organized records for CPA handoff or ongoing monthly work.
CPA-ready handover
What gets handed to your CPA or accountant
- Updated bookkeeping records brought current for the agreed period
- Reconciled bank and credit card accounts where applicable
- More organized supporting statements and notes
- Clearer bookkeeping records that reduce cleanup pressure during tax prep
Important: I do not prepare tax returns, provide tax advice, or sign off as a CPA. The role is to get the bookkeeping records into better shape so the tax professional can take over more efficiently.
Trust and care
Confidential handling for sensitive financial records
Catch-up work often means working through months of business records that owners may feel anxious about sharing. Those records are handled with care, professional discretion, and respect for client privacy. Where appropriate, NDA requests are welcome.
What clients can expect
- Careful handling of bookkeeping files and statements
- Professional communication throughout the engagement
- Accurate, detail-oriented review of the backlog
- Clean handover to the client's CPA or accountant
A calmer process
Compassionate, practical cleanup for busy owners
When bookkeeping records are behind, most owners are carrying a mix of uncertainty and frustration. The process should feel steady, respectful, and manageable. I break the work into clear requests, handle the backlog methodically, and keep the focus on progress rather than blame.
Clear requests
You get a practical list of what is needed instead of a vague, stressful document chase.
Reliable pace
I work through the backlog in a structured way so the path forward feels more manageable.
Useful handover
The finished work is intended to reduce friction for the CPA and help the business move forward.
Catch-up pricing
Catch-up bookkeeping is a once-off fixed project fee
Catch-up bookkeeping is NOT monthly pricing. It is a once-off fixed project fee based on backlog and statement volume.
1-3 months behind
Once-off fixed project fee
Selected volume: 1-2 pages/month
Starter Catch-Up
from $395
Catch-up pricing is once-off and based on backlog plus statement volume.
Request a quote
If the bookkeeping records are behind, I can help you bring them current
Share the period you need caught up, the software you use, and whether you want monthly bookkeeping after cleanup.