How Catch-Up Bookkeeping Helped a Consultant Save $3,200 in Missed Deductions
Talk to a Bookkeeping Expert TodayA solo business consultant based in California had been so busy serving clients that he hadn't touched his books in over 14 months. He was facing a tax deadline, hadn’t filed quarterly payments, and had no clear view of his profit margins. His CPA refused to file until the books were cleaned up - and time was running out.
He reached out to Remote Books Online for help.
We started with a full catch-up bookkeeping service, pulling in 14 months of bank statements, invoices, and payment history. Within 5 business days, our team had completed reconciliations, categorized transactions, and generated financial reports ready for his CPA.
The results:
- $3,200 in missed deductions identified
- 14 months of books fully cleaned and CPA-ready
- No IRS late fees or filing penalties
- A new monthly plan set up to prevent future backlog
Now he gets monthly reports, stays compliant, and never misses a deadline.
Frequently Asked Questions
How far back can catch-up bookkeeping go?
We routinely clean up 12 to 36 months of books, depending on record availability.
Will this fix issues with my CPA or taxes?
Yes - our reports are CPA-ready and fully categorized for tax season.
What do I need to get started?
Just your bank statements, access to your accounting software (if any), and a short onboarding call.
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