Catch-Up Bookkeeping Services for Clean, Tax-Ready Books
Missing receipts, unreconciled months, a deadline coming up? We sort it all out and get your books current again.
Catch-Up Bookkeeping Services to Get Your Books Current
Most businesses never plan to fall behind on their books. A busy season, a bookkeeper leaving or a software switch can leave months unrecorded. Accountsly's catch up bookkeeping services pick up where your records stopped and bring every account up to date.
Leaving the backlog alone gets expensive. Unrecorded expenses turn into missed deductions, and a rushed tax return can bring late filing penalties. Lenders and investors also expect current statements before they talk numbers.
Without current books, you are guessing about cash every time you hire, set prices or plan spending.
Signs You Need Catch-Up Bookkeeping
If any of these sound familiar, it is time to bring in some help:
- Your bank and card balances have not matched your books for a while
- A tax deadline is close and your books are not ready
- A lender, investor or buyer has asked for your financial statements
- Receipts and invoices are piling up in email, folders or a shoebox
- You are switching accountants or moving to new accounting software
- Your reports show figures you are not sure you can rely on
What Our Catch-Up Bookkeeping Services Include
Every catchup bookkeeping project is scoped around what your books actually need. A typical engagement covers the following:
Bank and credit card reconciliation
We match every account to its statements for each month of the backlog.
Categorizing past transactions
Income and expenses are coded to the right accounts so your reports make sense.
Receivables and payables cleanup
Open invoices and unpaid bills are checked one by one, and old or doubled balances are removed.
Fixing incorrect or duplicate entries
Misposted items, double counted payments and wrong categories get corrected.
Recovering missing records
We work with you to track down statements, receipts and invoices that went missing.
Payroll entries review
Wages, payroll taxes and benefits are checked against your payroll reports.
Up-to-date financial statements
You receive a current profit and loss statement, balance sheet and cash flow statement.
Tax-ready books
Clean, reconciled books go to your tax preparer, or to our own tax team if you prefer one partner for both.
Catch-Up Accounting vs Clean-Up Bookkeeping
Catch-up accounting
Catch-up accounting is for books that were never kept for a stretch of time. The transactions sit in your bank account, but nothing was recorded in your accounting software, so we build those periods from the ground up.
Clean-up bookkeeping
Clean-up bookkeeping is a different job. Here the entries are in the system, yet some carry errors, appear twice or sit under an account they do not belong to.
Most businesses need a bit of both, and our team handles them together so you end up with one reliable set of books.
How Our Bookkeeping Catch-Up Services Work
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Step 1: Free discovery call and books review
We learn about your business and look at where your records stand today.
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Step 2: Scope and plan
We map out every month that needs work and agree on a clear plan before anything starts.
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Step 3: Catch-up and reconciliation, month by month
Our bookkeepers work through each month in order, and a senior reviewer checks every period.
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Step 4: Clean books and ongoing support
We hand over current books and can move you to monthly outsourced accounting services so you never fall behind again.
What You Need to Get Started
Having these ready helps us begin quickly.
Do not worry if your records are on paper, spread across email or partly missing. We work with what you have and help you find the rest.
- Bank and credit card statements for the catch-up period
- Login or accountant access to your accounting software, if you use one
- Your last filed tax return
- Your last year-end financial statements, if available
- Sales invoices, bills and expense receipts
- Loan statements and payroll reports
Simple Catch-Up Bookkeeping Price
Your catch-up bookkeeping price starts at $250 a month. We look over your books for free first and then share a fixed quote, which means the full cost is clear upfront.
- Dedicated bookkeeper on every project
- Every account reconciled and reviewed
- Works with paper or digital records
- Current financial statements at the end
Why Choose Accountsly for Catch-Up Bookkeeping
A dedicated accountant
One point of contact who knows your books and answers your questions.
Experienced team
Our accountants bring Big 4 and MNC experience to every project.
Any backlog length
Whether the gap is a single month or stretches back several years, our team can handle it.
Senior review
Every month is checked by a senior accountant before it is marked complete.
Secure, cloud-based process
Documents and data are shared and stored through secure tools.
Clear updates
You always know which months are done and what we still need from you.
Software We Use for Catch-Up Bookkeeping
You do not need to switch platforms to get caught up. We work directly in the accounting software you already use, so your history and settings stay in your own account. Whether you run QuickBooks, Xero or another system, our team picks up the books right where they are. No software yet? We can help you choose one and set it up before the catch-up begins.
Ready to Get Your Books Caught Up?
Tell us where your books stand and we will map out the quickest way to bring them current.
Share your details
Tell us a little about your business and your books.
Book a call
Book a discovery call with our team.
Get started
Our team begins work on your backlog.
Frequently Asked Questions
What is catch-up bookkeeping?
Catch up bookkeeping means recording and reconciling past months that were never entered in your books. It brings your accounts up to date so your financial statements are accurate again.
How much do catch-up bookkeeping services cost?
The cost depends on how many months are behind, your transaction volume and the condition of your records. Plans start at $250 a month, and Accountsly gives you a fixed quote after a free review of your books.
How long does catch-up bookkeeping take?
Timing depends on how many months are behind, how many accounts you have and how quickly records come in. We share a clear timeline once we have reviewed your books.
How far behind can my books be for catch-up work?
We take on catch-up work for books that are one month or several years behind. If older tax returns are also overdue, we prepare books that support those filings.
Will my books be tax ready after the catch-up?
Yes. Every account is reconciled and reviewed, and you receive current financial statements your tax preparer can use right away.
