How Catch-Up Bookkeeping Helped a Consultant Save $3,200 in Missed Deductions

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A 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

We routinely clean up 12 to 36 months of books, depending on record availability.

Yes - our reports are CPA-ready and fully categorized for tax season.

Just your bank statements, access to your accounting software (if any), and a short onboarding call.

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