FAQ – Catch-Up Bookkeeping

Catch-up bookkeeping involves bringing your financial records up to date when you've fallen behind by months or years. It includes transaction categorization, reconciliations, and cleanup for prior periods.

We can catch up any amount of backlogged bookkeeping — whether it’s 3 months, 12 months, or even multiple years. The older the records, the more care and time we apply to ensure accuracy.

Most catch-up projects are completed in a few days to a few weeks, depending on how many months of data we need to process and how quickly we receive your documentation.

You’ll need to send us your business bank statements, credit card statements, and access to any invoicing or expense tools you use. If you use QuickBooks or Xero, we’ll sync directly.

Yes. We frequently review and clean up bookkeeping errors, including duplicate transactions, incorrect categories, unreconciled accounts, and incomplete reports.

We do not file taxes, but we provide CPA-reviewed financials that are ready for your tax preparer. We can also refer you to trusted CPAs if needed.

Yes. Every catch-up project is reviewed by our internal CPA team before it’s finalized. This ensures your reports are accurate and tax-ready.

Pricing depends on how many months need to be cleaned up and the volume of transactions. Most clients receive a flat-rate quote after we review your backlog. View pricing details

Absolutely. Once your books are up to date, we’ll transition you to our monthly bookkeeping service to keep everything current moving forward. Explore monthly options

Yes. All data is transferred through encrypted channels and stored in secure environments. We use enterprise-grade security for all bookkeeping operations.