Receipts in a box, numbers in your head
You know roughly how the business is doing, but nothing is written down in a way a bank or the IRS would accept.
CATCH-UP BOOKKEEPING
Catch-up bookkeeping: get your books back in order
Whether it is three months or three years, the way out is the same: gather the records, rebuild the books month by month, and finish with numbers you can trust for taxes and decisions.
THE PROBLEM
Behind on the books usually looks like this.
Falling behind is common. The business grew, the person who did the books left, or taxes came and went without clean records. None of it is unusual, and all of it can be fixed.
Tax deadlines with no books
Returns get filed late or from estimates, which costs money and invites questions later.
A bookkeeping file nobody trusts
QuickBooks exists, but the balances have not matched the bank in months and nobody knows which entries are right.
OUR APPROACH
How catch-up work goes.
- 1
We look at what exists.
Bank and card statements, any bookkeeping file, prior tax returns, and the loose ends you know about. From that we tell you how far back we need to go and what it will cost.
- 2
We rebuild month by month.
Every transaction is recorded and categorized, every bank account and card is reconciled, and questions about unclear entries come to you in one batch, not one at a time.
- 3
We hand over clean books, then keep them that way.
You get the profit and loss and balance sheet for the period, ready for your tax preparer or for us. Most clients continue with monthly bookkeeping so it never piles up again.
WHAT YOU GET
Books you can hand to anyone.
Catch-up work ends with a complete, reconciled set of records for the period, in QuickBooks, that matches your bank to the cent.
- Every month recorded, categorized and reconciled
- A profit and loss and balance sheet for the period
- A short list of items that still need your answer
- A clear price before we start
Pricing
Catch-up bookkeepingStarting at $200
USD
The final price depends on how many months and transactions there are. QuickBooks subscription separate. Tell us roughly how far behind you are and we will send a quote.
FAQ
Catch-up bookkeeping questions
How far back can you go?
As far as the records allow. Bank and card statements are usually available for several years, and that is enough to rebuild the books for a prior year or a tax return that was never filed.
Do I need QuickBooks before you start?
No. If you have a file we use it; if not, we set one up as part of the work. The subscription itself is paid separately to QuickBooks.
Can you do the catch-up and then the tax return?
Yes. Tax preparation and review are handled within the same firm, so the clean books go straight into the return without a handoff.
What do you need from me?
Access to bank and card statements for the period, any existing bookkeeping file, and a little time to answer questions about transactions we cannot identify. Documents can come by WhatsApp, email or Google Drive.
Choice Business Advisors
Tell us about your business.
We’ll talk through what you need and put together a proposal.