Catch-Up Bookkeeping for FreshBooks Users, Complete 2025 Guide
FreshBooks is designed for freelancers and small businesses, but even the most organized user can fall behind on reconciliations, invoices, or categorizing expenses. This guide explains how catch-up bookkeeping in FreshBooks works, what’s included, how much it costs, and why outsourcing saves time.
What Is FreshBooks Catch-Up Bookkeeping?
Catch-up bookkeeping means bringing past months of records current. For FreshBooks, that usually involves:
- Cleaning up overdue invoices and payments
- Categorizing uncategorized expenses
- Reconciling bank and credit card accounts
- Fixing tax categories and sales tax tracking
- Producing updated financial reports
Why FreshBooks Users Fall Behind
- Project-based invoicing → invoices go uncollected
- Expense uploads not categorized
- No dedicated bookkeeper → “DIY bookkeeping burnout”
- Year-end panic at tax time
Options to Catch Up in FreshBooks
- DIY in FreshBooks
- Works if backlog < 1–2 months.
- Risk of mis-categorizing expenses.
- CPA/Accountant Cleanup
- More accurate but often billed hourly.
- Outsourced Catch-Up (like RBO)
- Flat-rate pricing
- CPA-reviewed reports
- Tax-ready outputs
How Much Does FreshBooks Catch-Up Bookkeeping Cost?
- Freelance bookkeepers: $40–$60/hour
- Accountants: $80–$120/hour
- Outsourced providers: flat rate ~$150–$400/month depending on months of backlog and complexity
Benefits of Catch-Up Bookkeeping in FreshBooks
- Tax-ready reports
- Clear view of profit & cash flow
- Easier to migrate to other systems (QuickBooks, Xero)
- Less stress during audits or funding rounds
FAQs
What is catch-up bookkeeping in FreshBooks?
Bringing all past-due transactions, invoices, and reconciliations current so your books are accurate.
How long does FreshBooks catch-up bookkeeping take?
Depends on backlog. 1–2 months can be cleaned up in days; 12+ months may take weeks.
Can I switch to QuickBooks or Xero after catching up in FreshBooks?
Yes. Catch-up ensures data is clean before migration.
How much does FreshBooks catch-up bookkeeping cost?
Flat-rate plans start around $150/month; hourly providers cost more.
Don’t let a FreshBooks backlog slow you down. Get a free FreshBooks catch-up quote.
