Messy paperwork / stressed owner (replace with real photo)
Signs you need catch-up bookkeeping
You haven't reconciled your bank accounts in three or more months
Your accountant just asked for records you don't have
You got a letter from the IRS, HMRC, ATO, IRD, or your local tax office — see IRS.gov for US filing context
You need books for a loan, grant, or investor
You're not sure if you made or lost money last quarter
Your Xero or QuickBooks is a mess of "uncategorized" transactions
If any of these apply, don't panic. Catch-up is our specialty.
Cleanup vs catch-up — the difference
Cleanup bookkeeping
Your books exist, but they're wrong. Miscoded transactions, broken reconciliations, duplicated entries, wrong opening balances. We fix the errors.
Catch-up bookkeeping
Your books don't exist — or stop at a certain point. We rebuild missing months or years from bank feeds, receipts, and statements.
Many projects need both.
Side-by-side cleanup vs catch-up graphic
Our catch-up process
Step 1 — Free assessment (24 hours)
Share bank statements and software access. We tell you exactly how messy it is and what it will cost to fix. No surprise invoices.
Step 2 — Fixed-fee quote
You approve before we start. One price for the whole project.
Step 3 — Rebuild and reconcile
We pull data, categorize transactions, match receipts, reconcile accounts, and fix errors.
Step 4 — Clean handoff
You get complete, reconciled books — ready for tax filing or your next decision.
Step 5 — Stay current (optional)
Most clients roll into monthly bookkeeping so they never fall behind again.
Five-step catch-up process
What's included
Bank and credit card reconciliation for every missing month
Transaction categorization using your chart of accounts
Correction of prior errors and miscoded transactions
Balance sheet cleanup
P&L rebuild
Year-end books packaged for your tax preparer
Software cleanup (your Xero / QuickBooks left in working order)
How long it takes
Most catch-up projects finish in 2–6 weeks depending on how far behind and how complex the business is. Urgent filings (tax deadlines, loan applications) can often be expedited.
Timeline graphic
Why business owners trust us for catch-up
Fixed-fee pricing — you know the total before we start.
No blame. We've seen worse. We just fix it.
Experienced team — thousands of past months already reconciled.