Solopreneurs are always juggling tasks, and bookkeeping often falls behind. Whether you're running a coaching business, selling online, or providing consulting services, your time is limited and your books might be neglected.
This use case shows how RemoteBooksOnline’s catch-up bookkeeping helps solo entrepreneurs clean up the past, avoid tax stress, and regain control.
Common Problems Solopreneurs Face
3+ months of unreconciled bank and credit card statements
Missing expense categorization
Inaccurate cash flow view
No CPA-reviewed books at tax time
Stress about IRS deadlines or grant/loan applications
What We Deliver in Catch-Up Bookkeeping
Transaction import and classification
Monthly reconciliation for all accounts
Profit & Loss and Balance Sheet reports
CPA review and audit-friendly documentation
Timeline: as fast as 7–10 business days (1–6 months backlog)
Test Case: Jordan, Solo Consultant in Florida
Problem: Jordan hadn’t updated his books in 10 months and needed clean financials to apply for an SBA loan.
Solution: RemoteBooksOnline reconciled all accounts, categorized every entry, and delivered CPA-ready books.
Result: Jordan submitted clean records, got approved, and continues with monthly service.
Behind on your books? Start here
Learn about Catch-Up Bookkeeping Services
Use our Catch-Up Flowchart
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Consider transitioning to Monthly Bookkeeping
One-time cleanup. Lifetime peace of mind.
Call us at 1-800-583-0148 or
Why Small Businesses Trust RemoteBooksOnline
Fixed Monthly Pricing
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