Have you fallen behind a couple months or even 20?

No problem. We provide catch-up bookkeeping to help organize and clean up your bookkeeping records.

Why Do You Need Catch-Up Bookkeeping?

  • To obtain bank financing
  • Attract investors
  • Demonstrate solvency
  • Prepare for taxes
  • Determine profitability
  • Prepare concise and accurate financial reporting
  • Identify areas of improvement
  • Ability to prepare a budget or rolling forecast

How does Catch-Up Bookkeeping work?


    • Send us your QuickBooks file or add us an Accountant to QuickBooks Online.
    • You also send us all your bank/credit card statements.


    • Completes a quick Audit
    • Enters all your transactions into QB
    • Reconciles your accounts
    • Makes suggestions to use QuickBooks to the fullest
    • Sends you helpful financial reports


    • We discuss our conclusions and work out a plan so you can reach your financial goals.

Our Catch-Up Bookkeeping Service includes:

    • Reconciliation of all bank and credit card accounts, adding missing transactions and removing duplicate transactions
    • Streamlining of processes and procedures
    • A Balance Sheet that is accurate and easy to follow
    • Accounts receivable and accounts payable clean-up
    • Payroll review
    • Review of opening balances (from tax return)
    • Balancing of the general ledger to subsidiary records
    • Correction of undeposited funds account
    • Analysis of Products & Services and Items (if applicable)
    • Modification of QuickBooks preferences to meet current needs
    • A review of classes and locations (if applicable)

Additional Services:

    • Customized reports
    • Review of Chart of Accounts; removing duplicates, review structure for concise reporting
    • Reconciling Investment Account
    • Preparation of an annual budget

Download Our Catch Up Bookkeeping Service Overview