Bookkeeping Catch-Up
Get your books back on track. We organize and reconcile months or years of neglected bookkeeping, fix errors, and prepare accurate financial records.
The Backlog
Catch-up bookkeeping means going back through every month you’ve fallen behind and doing the work that should have been done at the time. Categorizing transactions. Reconciling bank and credit card statements. Identifying what those mystery deposits were. Fixing entries that got put in the wrong place.
You might be three months behind or three years behind. Either way, the process is the same. We gather your bank statements, credit card records, and whatever receipts or invoices you have. We work through each month chronologically until your books are current and accurate.
The Work
The Work
Going through each month one by one. Matching transactions to receipts when available. Categorizing expenses to the right accounts. Reconciling every bank and credit card statement. Fixing duplicates, miscategorizations, and missing entries.
The Result
The Result
Clean books that accurately reflect what happened in your business. Reconciled accounts that match your bank statements. A chart of accounts that makes sense. Financial reports you can actually use to understand your business.
The Weight
Most business owners who are behind on bookkeeping know they should catch up. The problem is finding the time. You’re running a business. Sitting down to sort through a year of bank statements isn’t something that makes it to the top of the list. So the backlog grows, and the task gets more daunting.
Meanwhile, the consequences pile up. You can’t tell if you’re actually making money. Your CPA is working with incomplete information at tax time. If you want to apply for a loan or line of credit, you don’t have financials to show. If someone wants to buy your business, you can’t prove what it’s worth.
Tax Season Problems
Tax Season Problems
Your CPA needs accurate books to file your taxes correctly. When they’re working with a mess, they either spend hours cleaning it up and bill you for it, or they make estimates and hope for the best. Neither option is good for you.
Flying Blind
Flying Blind
Without accurate books, you don’t know your real profit margin. You don’t know which services or products make money and which don’t. You’re making business decisions based on gut feeling and your bank balance instead of actual financial data.
The Reset
After the catch-up is complete, you have a clear picture of your business finances. Not a rough idea. Actual numbers showing revenue, expenses, and profit for every month. You can see trends. You can spot problems. You finally know where you stand.
More importantly, you have a foundation to build on. Once your books are current, staying current is straightforward. Many of our catch-up clients move to monthly bookkeeping and never fall behind again. The hard part is getting caught up. After that, it’s maintenance.
Ready for What Comes Next
Ready for What Comes Next
Need a loan? Your financials are ready. Thinking about selling your business? You can show buyers accurate records. Tax season approaching? Your CPA has clean books to work from. The catch-up opens doors that were closed while your books were a mess.
No More Dread
No More Dread
The anxiety of knowing your books are a disaster goes away. No more wincing when someone asks about your financials. No more avoiding the QuickBooks login because you don’t want to see the mess. You can look at your numbers with confidence.
LA's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a clear price for the work.