Catch-up bookkeeping services
Months or years behind on your books? We'll get every account reconciled, categorized, and tax-ready — quickly, and without judgment.
How the cleanup works
- 1
Free review
We look at where your books stand — how far behind, what systems you use, and what shape the records are in. No judgment, just a clear picture.
- 2
Fixed-scope quote
You get a flat, upfront price for the cleanup before any work starts. No hourly surprises.
- 3
Cleanup & reconciliation
We gather bank and credit card statements, categorize every transaction, and reconcile each account month by month.
- 4
Tax-ready handoff
You receive clean financial statements ready for tax filing — and if you'd like, we file the returns too, including back taxes.
What's included
- Multi-year bookkeeping cleanup
- Bank & credit card reconciliation for every missing month
- Transaction categorization in QuickBooks or Xero
- Catch-up financial statements (P&L and balance sheet)
- Back-tax filing and amended returns when needed
- IRS notice response support
- A monthly bookkeeping system so you never fall behind again
Common questions
How far behind can you catch up?
We've handled cleanups spanning multiple years. Whether you're three months or three years behind, the process is the same — we work through it methodically until every account is reconciled.
How much does catch-up bookkeeping cost?
It depends on how many months need cleanup and the condition of your records. After a free review, you'll get a flat, fixed quote — no hourly billing.
What if I also have unfiled tax returns?
That's common, and we handle both. Once the books are current, we can prepare and file the outstanding returns, including amended returns if earlier filings need correction.
What do you need from me to start?
Mainly access: bank and credit card statements, your accounting file (if you have one), and any receipts or records you've kept. We'll give you a simple checklist.
Ready to get current?
Book a free 30-minute review. We'll assess where your books stand and give you a fixed quote on the spot.