How to Get Caught Up on Your Bookkeeping in 10 Days
If you’ve fallen behind on your bookkeeping, you’re not alone – and it’s fixable. Whether it’s been 3 months or 3 years, you can get back on track without getting overwhelmed. This guide gives you a clear, 10-day roadmap to catch up on your books and regain control of your finances.
Download Our Free Brochure →Day 1: Gather Your Financial Data
Collect everything:
- Bank and credit card statements
- Loan and merchant account statements
- Invoices and receipts
- Payroll reports
The more organized your documents, the faster the process.
Day 2-3: Organize Transactions by Month
Sort all your financial activity into monthly folders (digital or physical). Start with the most recent period and work backward. This will help you catch patterns, spot missing info, and avoid duplication.
Day 4-5: Enter Income and Expenses
Manually input or import missing income and expenses into your accounting system. Double-check any previously unreconciled entries. Use consistent categories based on your chart of accounts.
Day 6: Reconcile Bank and Credit Card Accounts
Match all transactions to your actual bank and credit card statements. If anything’s missing or duplicated, fix it now. Reconciliation confirms your numbers are accurate.
Day 7: Clean Up A/R and A/P
Review unpaid invoices and outstanding bills. Write off anything truly uncollectible or no longer relevant. Mark cleared items as paid. This keeps your balance sheet accurate.
Day 8: Track Loans, Owner Contributions, and Draws
Don’t skip these. Owner draws, shareholder loans, and business contributions need to be posted correctly. Mislabeling these can distort your tax liability and financials.
Day 9: Generate Reports and Check for Errors
Run a Profit & Loss, Balance Sheet, and Cash Flow report. Look for:
- Negative account balances
- Missing income or expenses
- Unrealistic profit margins
Make final adjustments as needed.
Download Our Free Brochure →Day 10: Send Reports to Your CPA or Bookkeeper
Once everything looks right, package your reports and supporting documents for review. If you’re not confident, get a second set of eyes from a CPA or bookkeeping service.
Real-World Example
An e-commerce seller hadn’t touched their books in 18 months. Within 10 days of starting a structured catch-up plan, they:
- Entered over 3,000 transactions
- Reconciled 24 months of bank statements
- Cleaned up over $10,000 in unpaid invoices
- Filed on time and secured a tax refund they would’ve missed
Why You Can’t Ignore It
Being behind on your books doesn’t just create tax season stress. It limits your ability to:
- Apply for loans or grants
- Understand your cash flow
- Pay estimated taxes
- Make smart growth decisions
Don’t let overdue books stall your business.
Let RemoteBooksOnline catch up your bookkeeping – fast, accurately, and CPA-reviewed.
Start your catch-up project today.
Catch-Up Bookkeeping Services Across States
Catch-Up Bookkeeping Across Key ZIPs
FAQs
How far back can you go with catch-up bookkeeping?
We can go back multiple years — 2, 3, even 5 years if needed.
What if I don’t have all my statements or receipts?
We can work with partial records and retrieve most data from your bank or merchant portals.
Is it possible to catch up on books in 10 days?
Yes, with a focused plan and expert support, even large backlogs can be resolved quickly.
Do you clean up QuickBooks files as part of catch-up?
Absolutely. Cleanup and reconciliation are part of the catch-up process.
Behind on your books? It’s fixable – and faster than you think.
Let our experts clean up and catch up your records, so you can move forward with confidence.
