Catch-Up Bookkeeping in 90 Days – From Backlog to Clean Close
Falling behind happens. This 90-day plan gets you current: triage, reconcile, fix sales tax and payroll gaps, and hand off a clean package to your CPA.
Phase 1: Triage (Weeks 1-2)
Access banks, processors, payroll; inventory months missing; lock a target close date.
Phase 2: Reconcile (Weeks 3-6)
Bank/CC recs, merchant clearing, AR/AP rebuild, inventory adjustments.
Phase 3: Review & Handoff (Weeks 7-12)
Variance analysis, fixed assets, sales tax true-up, CPA package.
FAQs
What is the first step in starting catch-up bookkeeping?
You begin by gathering all bank statements, receipts, invoices, and financial documents for the missing months.
How do I organize transactions when I’m months behind on bookkeeping?
Sort transactions month-by-month, categorize them consistently, and reconcile each account before moving to the next period.
Why is reconciliation important during catch-up bookkeeping?
Reconciliation ensures every transaction is recorded correctly so the final balances match your bank and credit card statements.
Consider outsourced bookkeeping if you need speed, or affordable bookkeeping if you’re budget-sensitive – and explore our bookkeeping services for more options.
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If your financials are months behind, our specialized catch-up bookkeeping in San Francisco service can get you current in under 90 days.
Behind on your books?
Get a monthly bookkeeping quote.
