Catch-up bookkeeping
No lecture. Half our clients started here.
Behind on the books does not mean you are bad at business. It means you need a clean place to start.
Book the free review
A clear quote, in writing
Know the price before we start.
Catch-up work is priced per month behind, based on the number of accounts and transaction volume.
Example: 8 months behind, one checking account, one card, about 120 transactions a month: roughly $1,600.
How we catch you up
Four steady steps, no 40-page spreadsheet.
- 01
Start with a short call
We talk for 20 minutes. Then you send statements or read-only access.
- 02
Get a fixed quote
Within two business days, we give you a written price per month of records, usually $175 to $350.
- 03
We work oldest month first
Every account is reconciled to the statement. Unknown items come back as one short question list.
- 04
Hand clean books to your CPA
You get a clean profit and loss, balance sheet, one-page fixes summary, and a file your CPA can use.
Typical timing
Up to 6 months behind: 2 to 3 weeks.
12 to 24 months: 4 to 8 weeks.
Up against a tax deadline? When we have room, we can rush the work for 25% more. We will tell you on the call if we do not.
“I was eleven months behind and embarrassed about it. Ingrid gave me a price on the first call and had it done before my CPA's deadline.”Dana K., Two Harbors
What to send
A box of receipts is fine.
- Bank, card and loan statements
- Payroll reports
- Last year's tax return
- Your accounting software login, if you have one
Catch up, then decide what is next.
Most catch-up clients move onto a monthly package afterward. Nobody has to.
Book a free books review