Catch-Up Bookkeeping

Catch‑Up Bookkeeping is my focused service for businesses that have fallen behind on their books and are ready for a clean, fresh start. Whether you are a few months behind or staring at several years of unopened statements, I work through the pile methodically-with zero judgment-until your records are complete and tax‑ready.

I begin by gathering bank and credit card statements, payroll reports, prior returns, and any spreadsheets or notes you have. Then I enter and categorize every transaction month by month, reconcile your accounts to actual bank balances, and correct obvious miscategorizations that may have distorted past reports. If I run into missing statements or unclear items, I flag them and check in with you, keeping the process transparent and manageable instead of overwhelming.

As your backlog comes together, I prepare clean Profit & Loss and Balance Sheet reports for each tax year, along with a simple summary that explains what changed and what your current numbers actually mean. This is especially important if you are about to file overdue returns, apply for financing, or want to understand where your cash has really been going.

Pricing is based on how many months are behind, so you always know the cost before I start. Once you are caught up, you have the option to roll straight into an ongoing monthly bookkeeping plan, and I offer 50% off your first month when you do. That discount is my way of making it easier to stay current now that the hard part is finished.

My goal is to move you from stress and avoidance to clarity and calm, with accurate books you are not afraid to look at and a simple path to keep them that way.