Catch-Up Bookkeeping

Behind on your books? We sort through the backlog and get you current. Flat project fee based on how far back we need to go.

The Situation

You meant to stay on top of it. Then a busy month happened, then another, and now you’re looking at six months of bank statements you haven’t touched. Maybe longer. The longer you wait, the worse it feels.

This is a common starting point for us. We take the pile of statements, receipts, and half-finished QuickBooks files and turn it into something accurate. Month by month, until the books match reality.

The Scope

We look at what you have and what’s missing. Three months behind is different from three years behind. You get a flat fee for the whole project before we start.

The Process

We work through the backlog one month at a time. Categorize transactions, reconcile accounts, fix errors, fill gaps. When we’re done, every month balances and ties to the bank.

The Weight

Messy books don’t just sit there. They block things. You can’t apply for a loan because you don’t have financials to show. You can’t file taxes accurately because you don’t know what you made. You avoid looking at the numbers because they’ll just stress you out.

Meanwhile the deadline keeps moving closer. Tax season, a financing application, a potential buyer asking for records. The backlog becomes urgent at the worst possible time.

Tax Deadlines

You can’t file a return you can’t support. Extensions buy time but they don’t fix the problem. At some point the books have to get done or the penalties start adding up.

Missed Opportunities

A lender needs two years of financials. A buyer wants to see your books before making an offer. If you can’t produce clean records, the conversation ends there.

The Reset

Once the catch-up is done, you’re starting clean. You have accurate records for every month we worked on. Your CPA can file returns. Your bank can process applications. You know what you made and where it went.

Most clients move into monthly bookkeeping after the cleanup. That’s how you avoid ending up here again. But whether you continue with us or not, you leave with books you can trust.

The Deliverable

A clean QuickBooks file with every month reconciled and categorized. Financial statements that tie to your bank records. Documentation your CPA can actually use.

What Comes Next

We can hand off the file and you take it from there. Or we roll into monthly service and keep the books current going forward. Either way, the backlog is behind you.

Greater Richmond's Small Business Bookkeeper