Services / Catch-up bookkeeping

Catch-up bookkeeping for QuickBooks Online

Months or even a year behind is recoverable. We bring your books current one month at a time, so your reports reflect what actually happened in your business and you can stop dreading what they might show.

Signs you need this

• Hundreds of bank feed transactions are waiting to be reviewed.
• The last month anyone reconciled was a long time ago.
• A prior bookkeeper left and the books stopped with them.
• A lender, buyer or tax deadline is coming and the books are not ready.
• You took over a business and inherited its QuickBooks file.
• You avoid opening your reports because you do not trust them.

How we do it

1. Gather what is needed

   We identify the accounts in scope and the statements required for each month, and tell you exactly what to provide.

2. Categorize month by month

   Transactions are assigned to the right accounts in order, so each month builds on one that is already correct.

3. Reconcile every month

   Each account is tied to its statement before we move to the next month.

4. Resolve questions together

   Anything unclear is gathered into one short list for you, rather than a stream of interruptions.

5. Hand off when current

   Once you are current, we can continue with monthly bookkeeping so you stay that way.

What you receive

• Books that are current, categorized and reconciled for every month in scope.
• Reports you can read with confidence.
• A short list of open questions, answered once.
• A CFO review of our catch-up work before it reaches you.

Common questions

How is catch-up work priced?

Price follows the number of accounts, how many transactions pass through them each month, and how many months need work. Enter those details in the form on our homepage and straightforward jobs are priced on the spot.

What if I only need one account for one month?

Our $99 starter covers one bank or credit card account in QuickBooks Online with fewer than 100 transactions in one month, categorized and reconciled. The exact scope is on the homepage.

What do you need from me?

Accountant access to your QuickBooks Online company, statements for any account whose bank feed is incomplete, and answers to a short list of questions about unclear transactions.

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