Catch-Up Bookkeeping
If your books are weeks or months behind, catch-up bookkeeping brings prior periods up to date using the available source records and information you provide. We start by evaluating what is missing and build an organized recovery plan.
What's included
What Catch-Up Bookkeeping Covers
- Review of prior-period activity and available records
- Identification of missing information and unresolved balances
- Reconciliation of available accounts for the affected periods
- Categorization of supported transactions
- Documentation of items requiring your input
- A clear path from behind to current
When to use this service
Best for businesses that have fallen behind and need an organized recovery plan. We first evaluate the periods involved, available records, account-reconciliation status, transaction volume, and unresolved questions.
Businesses that have fallen behind and need an organized recovery plan.
Related services
Explore Related Bookkeeping Services
Monthly Bookkeeping
Ongoing recording, categorization, reconciliation, review, and reporting based on an agreed monthly scope.
Bookkeeping Cleanup
Review and correction of supported bookkeeping issues — duplicate activity, uncategorized transactions, unreconciled accounts, and questionable balances.
QuickBooks Online Support
Setup, organization, workflow assistance, and ongoing bookkeeping inside QuickBooks Online.
Bank & Credit-Card Reconciliation
Comparison of bookkeeping records with bank and credit-card statements to identify missing, duplicated, or unresolved transactions.
Accounts Receivable Support
Invoice recording, payment application, customer-balance tracking, and reporting within the agreed scope.
Accounts Payable Support
Bill recording, due-date tracking, vendor-balance review, and payment-workflow support. The client retains approval and funding responsibilities unless otherwise documented.
Ready to Talk About Catch-Up Bookkeeping?
Tell us what is happening with your books. We will help determine whether this service fits your needs or whether a different approach makes more sense.
No pressure. No unsupported promises. Just a clear conversation about what your books may need.